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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
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

Other funds holding DFNM

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

White Wing Wealth Management's DFNM Position: Q2 2026 in Review

White Wing Wealth Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 289% in Q2 2026, buying an estimated $1.31M and bringing the position to 36,648 shares worth $1.77M. The position accounts for 0.92% of the portfolio, ranked #17.

White Wing Wealth Management first reported a position in DFNM in Q4 2023 and has held it in 11 quarters since. 143 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • White Wing Wealth Management held 36,648 shares of Dimensional National Municipal Bond ETF worth $1.77M as of Q2 2026.
  • White Wing Wealth Management bought 27,220 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $1.31M.
  • Dimensional National Municipal Bond ETF made up 0.92% of White Wing Wealth Management's portfolio in Q2 2026, its #17 holding.
  • White Wing Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 143 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on White Wing Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.