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Acorn Wealth Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Acorn Wealth Advisors’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 		$425K Sell
8,800
-104
-1% -$5.01K 0.1% 178
2026
Q1 		$427K Buy
8,904
+2,600
+41% +$126K 0.12% 155
2025
Q4 		$304K Buy
+6,304
New +$304K 0.09% 203
2025
Q2 		– Sell
-6,545
Closed -$311K – 253
2025
Q1 		$311K Hold
6,545
– – 0.13% 161
2024
Q4 		$313K Hold
6,545
– – 0.13% 156
2024
Q3 		$318K Buy
+6,545
New +$316K 0.14% 157

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

Acorn Wealth Advisors's DFNM Position: Q2 2026 in Review

Acorn Wealth Advisors reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 1.2% in Q2 2026, selling an estimated $5.01K and leaving 8,800 shares worth $425K. The position accounts for 0.1% of the portfolio, ranked #178.

Acorn Wealth Advisors first reported a position in DFNM in Q3 2024 and has held it in 6 quarters since. The position peaked at $427K in Q1 2026. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Acorn Wealth Advisors held 8,800 shares of Dimensional National Municipal Bond ETF worth $425K as of Q2 2026.
  • Acorn Wealth Advisors sold 104 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $5.01K.
  • Dimensional National Municipal Bond ETF made up 0.1% of Acorn Wealth Advisors's portfolio in Q2 2026, its #178 holding.
  • Acorn Wealth Advisors first reported a position in Dimensional National Municipal Bond ETF in Q3 2024 and has held it in 6 quarters since.
  • Acorn Wealth Advisors's Dimensional National Municipal Bond ETF position peaked at $427K in Q1 2026.
  • 293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.