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Wealthcare Advisory Partners’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Wealthcare Advisory Partners’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
Q2 		$834K Sell
17,254
-16,483
-49% -$795K 0.02% 567
2026
Q1 		$1.62M Buy
33,737
+6,808
+25% +$330K 0.03% 402
2025
Q4 		$1.3M Buy
26,929
+2,894
+12% +$139K 0.03% 447
2025
Q3 		$1.15M Buy
24,035
+9,552
+66% +$454K 0.02% 461
2025
Q2 		$687K Buy
14,483
+116
+0.8% +$5.48K 0.02% 564
2025
Q1 		$683K Buy
+14,367
New +$688K 0.02% 517

Other funds holding DFNM

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
DWM
Dopkins Wealth Management Williamsville, New York $275M AUM 25.54% 1-Year Est. Return

Wealthcare Advisory Partners's DFNM Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 49% in Q2 2026, selling an estimated $795K and leaving 17,254 shares worth $834K. The position accounts for 0.02% of the portfolio, ranked #567.

Wealthcare Advisory Partners first reported a position in DFNM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.62M in Q1 2026. 75 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Wealthcare Advisory Partners held 17,254 shares of Dimensional National Municipal Bond ETF worth $834K as of Q2 2026.
  • Wealthcare Advisory Partners sold 16,483 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $795K.
  • Dimensional National Municipal Bond ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #567 holding.
  • Wealthcare Advisory Partners first reported a position in Dimensional National Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Wealthcare Advisory Partners's Dimensional National Municipal Bond ETF position peaked at $1.62M in Q1 2026.
  • 75 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.