Wescott Financial Advisory Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Wescott Financial Advisory Group’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	$3.83M	Sell	79,330 -962	-1%	-$46.4K	0.3%	47
2026 Q1	$3.85M	Buy	80,292 +1,089	+1%	+$52.8K	0.34%	46
2025 Q4	$3.82M	Buy	79,203 +53	+0.1%	+$2.55K	0.33%	45
2025 Q3	$3.8M	Buy	79,150 +42	+0.1%	+$2K	0.34%	43
2025 Q2	$3.75M	Sell	79,108 -593	-0.7%	-$28K	0.36%	42
2025 Q1	$3.79M	Sell	79,701 -10,437	-12%	-$500K	0.39%	42
2024 Q4	$4.31M	Sell	90,138 -566	-0.6%	-$27.2K	0.45%	38
2024 Q3	$4.4M	Buy	90,704 +40	+0%	+$1.93K	0.47%	38
2024 Q2	$4.33M	Sell	90,664 -376	-0.4%	-$18K	0.5%	35
2024 Q1	$4.38M	Sell	91,040 -2,248	-2%	-$109K	0.54%	35
2023 Q4	$4.53M	Sell	93,288 -12,485	-12%	-$590K	0.63%	31
2023 Q3	$4.92M	Sell	105,773 -4,604	-4%	-$218K	0.9%	24
2023 Q2	$5.26M	Sell	110,377 -60,144	-35%	-$2.88M	0.93%	23
2023 Q1	$8.24M	Sell	170,521 -18,445	-10%	-$887K	1.79%	14
2022 Q4	$9.03M	Buy	+188,966	New	+$8.93M	1.95%	13

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

Wescott Financial Advisory Group's DFNM Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 1.2% in Q2 2026, selling an estimated $46.4K and leaving 79,330 shares worth $3.83M. The position accounts for 0.3% of the portfolio, ranked #47.

Wescott Financial Advisory Group first reported a position in DFNM in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.03M in Q4 2022. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Wescott Financial Advisory Group held 79,330 shares of Dimensional National Municipal Bond ETF worth $3.83M as of Q2 2026.
Wescott Financial Advisory Group sold 962 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $46.4K.
Dimensional National Municipal Bond ETF made up 0.3% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #47 holding.
Wescott Financial Advisory Group first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
Wescott Financial Advisory Group's Dimensional National Municipal Bond ETF position peaked at $9.03M in Q4 2022.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.