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

Waverly 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 		$2.4M Sell
50,023
-10,058
-17% -$487K 0.02% 605
2025
Q4 		$2.89M Buy
60,081
+5,526
+10% +$266K 0.02% 505
2025
Q3 		$2.62M Sell
54,555
-26,115
-32% -$1.24M 0.03% 457
2025
Q2 		$3.83M Buy
80,670
+5,879
+8% +$278K 0.04% 356
2025
Q1 		$3.56M Sell
74,791
-2,593
-3% -$124K 0.04% 354
2024
Q4 		$3.7M Buy
77,384
+2,504
+3% +$120K 0.06% 263
2024
Q3 		$3.63M Buy
74,880
+1,457
+2% +$70.3K 0.07% 234
2024
Q2 		$3.51M Sell
73,423
-2,212
-3% -$106K 0.07% 232
2024
Q1 		$3.64M Sell
75,635
-2,357
-3% -$114K 0.09% 180
2023
Q4 		$3.78M Sell
77,992
-899
-1% -$42.5K 0.14% 94
2023
Q3 		$3.67M Sell
78,891
-425
-0.5% -$20.1K 0.16% 96
2023
Q2 		$3.78M Buy
+79,316
New +$3.79M 0.17% 88

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

Waverly Advisors's DFNM Position: Q1 2026 in Review

Waverly Advisors reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 17% in Q1 2026, selling an estimated $487K and leaving 50,023 shares worth $2.4M. The position accounts for 0.02% of the portfolio, ranked #605.

Waverly Advisors first reported a position in DFNM in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.83M in Q2 2025. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Waverly Advisors held 50,023 shares of Dimensional National Municipal Bond ETF worth $2.4M as of Q1 2026.
  • Waverly Advisors sold 10,058 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $487K.
  • Dimensional National Municipal Bond ETF made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #605 holding.
  • Waverly Advisors first reported a position in Dimensional National Municipal Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • Waverly Advisors's Dimensional National Municipal Bond ETF position peaked at $3.83M in Q2 2025.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.