WWM
DFNM icon

Western Wealth Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Western Wealth Management’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 		$527K Hold
10,900
– – 0.02% 655
2026
Q1 		$522K Hold
10,900
– – 0.02% 629
2025
Q4 		$525K Buy
10,900
+1,585
+17% +$76.4K 0.02% 505
2025
Q3 		$447K Sell
9,315
-1,275
-12% -$60.6K 0.02% 470
2025
Q2 		$502K Sell
10,590
-675
-6% -$31.9K 0.03% 409
2025
Q1 		$536K Sell
11,265
-535
-5% -$25.6K 0.04% 370
2024
Q4 		$564K Sell
11,800
-2,541
-18% -$122K 0.03% 424
2024
Q3 		$696K Buy
14,341
+1,004
+8% +$48.4K 0.04% 376
2024
Q2 		$637K Buy
13,337
+347
+3% +$16.6K 0.05% 308
2024
Q1 		$625K Buy
12,990
+892
+7% +$43.1K 0.05% 314
2023
Q4 		$587K Buy
12,098
+17
+0.1% +$803 0.04% 371
2023
Q3 		$561K Buy
12,081
+12
+0.1% +$568 0.05% 364
2023
Q2 		$575K Sell
12,069
-6,681
-36% -$320K 0.05% 347
2023
Q1 		$906K Buy
18,750
+9,354
+100% +$450K 0.08% 252
2022
Q4 		$449K Buy
+9,396
New +$444K 0.05% 361

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

Western Wealth Management's DFNM Position: Q2 2026 in Review

Western Wealth Management held its Dimensional National Municipal Bond ETF (DFNM) position steady in Q2 2026 at 10,900 shares worth $527K. The position accounts for 0.02% of the portfolio, ranked #655.

Western Wealth Management first reported a position in DFNM in Q4 2022 and has held it in 15 quarters since. The position peaked at $906K in Q1 2023. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Western Wealth Management held 10,900 shares of Dimensional National Municipal Bond ETF worth $527K as of Q2 2026.
  • Western Wealth Management left its Dimensional National Municipal Bond ETF share count unchanged in Q2 2026.
  • Dimensional National Municipal Bond ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #655 holding.
  • Western Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Western Wealth Management's Dimensional National Municipal Bond ETF position peaked at $906K in Q1 2023.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.