Advisory Services Network’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Advisory Services Network’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	–	Sell	-3,442	Closed	-$165K	–	2771
2026 Q1	$165K	Buy	+3,442	New	+$167K	﹤0.01%	1928
2025 Q4	–	Sell	-3,041	Closed	-$146K	–	2409
2025 Q3	$146K	Buy	+3,041	New	+$145K	﹤0.01%	1861
2024 Q1	–	Sell	-683	Closed	-$33.1K	–	1976
2023 Q4	$33.1K	Buy	+683	New	+$32.3K	﹤0.01%	2246
2023 Q2	–	Sell	-683	Closed	-$33K	–	1973
2023 Q1	$33K	Buy	683 +116	+20%	+$5.58K	﹤0.01%	2237
2022 Q4	$27.1K	Buy	+567	New	+$26.8K	﹤0.01%	2304

Other funds holding DFNM

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Advisory Services Network's DFNM Position: Q2 2026 in Review

Advisory Services Network sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2026, closing a stake of 3,442 shares — an estimated $165K sold.

Advisory Services Network first reported a position in DFNM in Q4 2022 and held it in 5 quarters. The position peaked at $165K in Q1 2026. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Advisory Services Network reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 3,442 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $165K.
Advisory Services Network first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and held it in 5 quarters.
Advisory Services Network's Dimensional National Municipal Bond ETF position peaked at $165K in Q1 2026.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.