YWM
DFNM icon

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

Yardley 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 		$15.9M Buy
328,185
+7,572
+2% +$365K 7.21% 4
2026
Q1 		$15.4M Buy
320,613
+18,126
+6% +$878K 7.87% 3
2025
Q4 		$14.6M Buy
302,487
+18,259
+6% +$880K 7.75% 4
2025
Q3 		$13.6M Buy
284,228
+4,022
+1% +$191K 7.62% 4
2025
Q2 		$13.3M Sell
280,206
-17,080
-6% -$807K 7.27% 4
2025
Q1 		$14.1M Sell
297,286
-11,569
-4% -$554K 8.33% 3
2024
Q4 		$14.8M Buy
308,855
+56,550
+22% +$2.72M 7.18% 3
2024
Q3 		$12.2M Buy
+252,305
New +$12.2M 7.26% 4

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
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
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

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

Yardley Wealth Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 2.4% in Q2 2026, buying an estimated $365K and bringing the position to 328,185 shares worth $15.9M. The position accounts for 7.21% of the portfolio, ranked #4.

Yardley Wealth Management first reported a position in DFNM in Q3 2024 and has held it in 8 quarters since. 103 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Yardley Wealth Management held 328,185 shares of Dimensional National Municipal Bond ETF worth $15.9M as of Q2 2026.
  • Yardley Wealth Management bought 7,572 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $365K.
  • Dimensional National Municipal Bond ETF made up 7.21% of Yardley Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Yardley Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 103 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Yardley Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.