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DFNM icon

Advisornet Financial’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Advisornet Financial’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 		$15.4K Hold
318
– – ﹤0.01% 1471
2026
Q1 		$15.3K Buy
318
+2
+0.6% +$97 ﹤0.01% 1413
2025
Q4 		$15.2K Buy
316
+3
+1% +$145 ﹤0.01% 1408
2025
Q3 		$15K Buy
313
+2
+0.6% +$95 ﹤0.01% 1399
2025
Q2 		$14.8K Buy
311
+2
+0.6% +$95 ﹤0.01% 1368
2025
Q1 		$14.7K Buy
309
+2
+0.7% +$96 ﹤0.01% 1301
2024
Q4 		$14.7K Buy
307
+3
+1% +$144 ﹤0.01% 1220
2024
Q3 		$14.8K Buy
304
+2
+0.7% +$96 ﹤0.01% 1310
2024
Q2 		$14.4K Buy
302
+2
+0.7% +$96 ﹤0.01% 1198
2024
Q1 		$14.4K Buy
300
+1
+0.3% +$48 ﹤0.01% 1178
2023
Q4 		$14.5K Buy
299
+2
+0.7% +$94 ﹤0.01% 1199
2023
Q3 		$13.8K Buy
+297
New +$14.1K ﹤0.01% 1159

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

Advisornet Financial's DFNM Position: Q2 2026 in Review

Advisornet Financial held its Dimensional National Municipal Bond ETF (DFNM) position steady in Q2 2026 at 318 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Advisornet Financial first reported a position in DFNM in Q3 2023 and has held it in 12 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Advisornet Financial held 318 shares of Dimensional National Municipal Bond ETF worth $15.4K as of Q2 2026.
  • Advisornet Financial left its Dimensional National Municipal Bond ETF share count unchanged in Q2 2026.
  • Dimensional National Municipal Bond ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1471 holding.
  • Advisornet Financial first reported a position in Dimensional National Municipal Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.