White Wing Wealth Management
DFNM icon

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

White Wing 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
Q3 		$1.89M Buy
41,129
+4,481
+12% +$213K 0.99% 16
2026
Q2 		$1.77M Buy
36,648
+27,220
+289% +$1.31M 0.92% 17
2026
Q1 		$452K Sell
9,428
-2,774
-23% -$134K 0.27% 27
2025
Q4 		$588K Sell
12,202
-10,294
-46% -$496K 0.35% 21
2025
Q3 		$1.08M Sell
22,496
-142
-0.6% -$6.75K 0.67% 16
2025
Q2 		$1.07M Buy
22,638
+554
+3% +$26.2K 0.73% 15
2025
Q1 		$1.04M Sell
22,084
-5,459
-20% -$261K 0.81% 15
2024
Q4 		$1.32M Sell
27,543
-1,509
-5% -$72.6K 0.98% 15
2024
Q3 		$1.41M Buy
29,052
+1,721
+6% +$83K 1.09% 15
2024
Q2 		$1.31M Buy
27,331
+4,277
+19% +$204K 1.04% 15
2024
Q1 		$1.11M Buy
23,054
+5,729
+33% +$277K 0.92% 20
2023
Q4 		$840K Buy
+17,325
New +$818K 0.77% 16

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Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

White Wing Wealth Management's DFNM Position: Q3 2026 in Review

White Wing Wealth Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 12% in Q3 2026, buying an estimated $213K and bringing the position to 41,129 shares worth $1.89M. The position accounts for 0.99% of the portfolio, ranked #16.

White Wing Wealth Management first reported a position in DFNM in Q4 2023 and has held it in 12 quarters since. 209 funds tracked by Wall St. Rank hold DFNM as of Q3 2026.

  • White Wing Wealth Management held 41,129 shares of Dimensional National Municipal Bond ETF worth $1.89M as of Q3 2026.
  • White Wing Wealth Management bought 4,481 Dimensional National Municipal Bond ETF shares in Q3 2026, an estimated $213K.
  • Dimensional National Municipal Bond ETF made up 0.99% of White Wing Wealth Management's portfolio in Q3 2026, its #16 holding.
  • White Wing Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 209 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2026.

Based on White Wing Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.