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Strathmore Capital Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Strathmore Capital Advisors’s Portfolio DFNM Stock Details DFNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.1M Sell
270,876
-18,199
-6% -$882K 3.7% 4
2025
Q4 		$13.9M Buy
289,075
+57,764
+25% +$2.78M 4.56% 4
2025
Q3 		$11.1M Sell
231,311
-28,423
-11% -$1.35M 4.55% 4
2025
Q2 		$12.3M Buy
+259,734
New +$12.3M 5.45% 4
2024
Q4 		$17.6M Buy
+367,620
New +$17.7M 12.78% 4

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Strathmore Capital Advisors's DFNM Position: Q1 2026 in Review

Strathmore Capital Advisors reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 6.3% in Q1 2026, selling an estimated $882K and leaving 270,876 shares worth $13.1M. The position accounts for 3.7% of the portfolio, ranked #4.

Strathmore Capital Advisors first reported a position in DFNM in Q4 2024 and has held it in 5 quarters since. The position peaked at $17.6M in Q4 2024. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Strathmore Capital Advisors held 270,876 shares of Dimensional National Municipal Bond ETF worth $13.1M as of Q1 2026.
  • Strathmore Capital Advisors sold 18,199 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $882K.
  • Dimensional National Municipal Bond ETF made up 3.7% of Strathmore Capital Advisors's portfolio in Q1 2026, its #4 holding.
  • Strathmore Capital Advisors first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Strathmore Capital Advisors's Dimensional National Municipal Bond ETF position peaked at $17.6M in Q4 2024.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Strathmore Capital Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.