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

Websterrogers Financial 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 Q2	$1.51M	Sell	31,242 -456	-1%	-$22K	0.39%	39
2026 Q1	$1.52M	Hold	31,698	–	–	0.43%	35
2025 Q4	$1.53M	Sell	31,698 -1,135	-3%	-$54.7K	0.44%	36
2025 Q3	$1.58M	Buy	32,833 +5,476	+20%	+$260K	0.47%	35
2025 Q2	$1.3M	Buy	27,357 +6,168	+29%	+$291K	0.41%	37
2025 Q1	$1.01M	Sell	21,189 -2,397	-10%	-$115K	0.34%	41
2024 Q4	$1.13M	Sell	23,586 -300	-1%	-$14.4K	0.39%	36
2024 Q3	$1.16M	Buy	23,886 +2,846	+14%	+$137K	0.41%	37
2024 Q2	$1.01M	Sell	21,040 -3,160	-13%	-$151K	0.36%	39
2024 Q1	$1.16M	Buy	24,200 +12,613	+109%	+$609K	0.41%	37
2023 Q4	$562K	Sell	11,587 -14,309	-55%	-$676K	0.23%	42
2023 Q3	$1.2M	Sell	25,896 -487	-2%	-$23K	0.53%	30
2023 Q2	$1.26M	Buy	26,383 +4,765	+22%	+$228K	0.55%	29
2023 Q1	$1.04M	Sell	21,618 -1,672	-7%	-$80.4K	0.48%	30
2022 Q4	$1.11M	Buy	23,290 +4,551	+24%	+$215K	0.54%	28
2022 Q3	$874K	Sell	18,739 -3,054	-14%	-$147K	0.46%	26
2022 Q2	$1.05M	Sell	21,793 -83,170	-79%	-$3.99M	0.51%	23
2022 Q1	$5.08M	Buy	+104,963	New	+$5.19M	2.6%	8

Other funds holding DFNM

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Websterrogers Financial Advisors's DFNM Position: Q2 2026 in Review

Websterrogers Financial Advisors reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 1.4% in Q2 2026, selling an estimated $22K and leaving 31,242 shares worth $1.51M. The position accounts for 0.39% of the portfolio, ranked #39.

Websterrogers Financial Advisors first reported a position in DFNM in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.08M in Q1 2022. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Websterrogers Financial Advisors held 31,242 shares of Dimensional National Municipal Bond ETF worth $1.51M as of Q2 2026.
Websterrogers Financial Advisors sold 456 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $22K.
Dimensional National Municipal Bond ETF made up 0.39% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #39 holding.
Websterrogers Financial Advisors first reported a position in Dimensional National Municipal Bond ETF in Q1 2022 and has held it in 18 quarters since.
Websterrogers Financial Advisors's Dimensional National Municipal Bond ETF position peaked at $5.08M in Q1 2022.
293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.