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

West 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 		$10.4M Buy
215,661
+13,722
+7% +$662K 1.58% 15
2026
Q1 		$9.68M Buy
201,939
+12,103
+6% +$586K 1.64% 15
2025
Q4 		$9.14M Sell
189,836
-3,904
-2% -$188K 1.54% 14
2025
Q3 		$9.3M Buy
193,740
+6,219
+3% +$296K 1.54% 15
2025
Q2 		$8.89M Buy
187,521
+3,844
+2% +$182K 1.55% 15
2025
Q1 		$8.74M Buy
183,677
+10,562
+6% +$506K 1.66% 15
2024
Q4 		$8.27M Sell
173,115
-11,019
-6% -$530K 1.59% 15
2024
Q3 		$8.94M Buy
184,134
+7,202
+4% +$347K 1.72% 15
2024
Q2 		$8.45M Buy
176,932
+8,936
+5% +$427K 1.75% 15
2024
Q1 		$8.08M Buy
167,996
+1,441
+0.9% +$69.6K 1.73% 15
2023
Q4 		$8.08M Sell
166,555
-2,030
-1% -$95.9K 1.84% 15
2023
Q3 		$7.83M Buy
+168,585
New +$7.98M 1.97% 15
2022
Q4 		– Sell
-10,142
Closed -$473K – 176
2022
Q3 		$473K Buy
+10,142
New +$488K 0.14% 38

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
TI
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
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
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
RK
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
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

West Financial Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 6.8% in Q2 2026, buying an estimated $662K and bringing the position to 215,661 shares worth $10.4M. The position accounts for 1.58% of the portfolio, ranked #15.

West Financial Advisors first reported a position in DFNM in Q3 2022 and has held it in 13 quarters since. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • West Financial Advisors held 215,661 shares of Dimensional National Municipal Bond ETF worth $10.4M as of Q2 2026.
  • West Financial Advisors bought 13,722 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $662K.
  • Dimensional National Municipal Bond ETF made up 1.58% of West Financial Advisors's portfolio in Q2 2026, its #15 holding.
  • West Financial Advisors first reported a position in Dimensional National Municipal Bond ETF in Q3 2022 and has held it in 13 quarters since.
  • 293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.