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

Wheelhouse 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	$15.4M	Buy	318,359 +41,416	+15%	+$2M	4.34%	11
2026 Q1	$13.3M	Buy	276,943 +50,119	+22%	+$2.43M	4.4%	11
2025 Q4	$10.9M	Buy	226,824 +71,828	+46%	+$3.46M	4.16%	11
2025 Q3	$7.44M	Buy	154,996 +35,984	+30%	+$1.71M	3.2%	12
2025 Q2	$5.64M	Buy	119,012 +23,373	+24%	+$1.1M	2.78%	13
2025 Q1	$4.55M	Buy	95,639 +54,579	+133%	+$2.61M	2.6%	13
2024 Q4	$1.96M	Buy	41,060 +26,429	+181%	+$1.27M	1.16%	13
2024 Q3	$710K	Buy	+14,631	New	+$706K	0.46%	21

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

Wheelhouse Advisory Group's DFNM Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its Dimensional National Municipal Bond ETF (DFNM) stake by 15% in Q2 2026, buying an estimated $2M and bringing the position to 318,359 shares worth $15.4M. The position accounts for 4.34% of the portfolio, ranked #11.

Wheelhouse Advisory Group first reported a position in DFNM in Q3 2024 and has held it in 8 quarters since. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Wheelhouse Advisory Group held 318,359 shares of Dimensional National Municipal Bond ETF worth $15.4M as of Q2 2026.
Wheelhouse Advisory Group bought 41,416 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $2M.
Dimensional National Municipal Bond ETF made up 4.34% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #11 holding.
Wheelhouse Advisory Group first reported a position in Dimensional National Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.