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

Allworth 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 		$11.5M Buy
237,528
+9,914
+4% +$478K 0.05% 223
2026
Q1 		$10.9M Buy
227,614
+97,262
+75% +$4.71M 0.04% 243
2025
Q4 		$6.28M Buy
130,352
+49,133
+60% +$2.37M 0.03% 314
2025
Q3 		$3.9M Buy
81,219
+19,795
+32% +$941K 0.02% 368
2025
Q2 		$2.91M Sell
61,424
-11,787
-16% -$557K 0.01% 412
2025
Q1 		$3.44M Sell
73,211
-14,788
-17% -$708K 0.02% 312
2024
Q4 		$4.21M Sell
87,999
-7,237
-8% -$348K 0.02% 281
2024
Q3 		$4.62M Sell
95,236
-1,062
-1% -$51.2K 0.03% 222
2024
Q2 		$4.63M Buy
96,298
+25,508
+36% +$1.22M 0.03% 216
2024
Q1 		$3.4M Sell
70,790
-2,272
-3% -$110K 0.02% 236
2023
Q4 		$3.54M Buy
73,062
+63,980
+704% +$3.02M 0.03% 228
2023
Q3 		$422K Sell
9,082
-7,009
-44% -$332K ﹤0.01% 524
2023
Q2 		$766K Sell
16,091
-10,330
-39% -$494K 0.01% 422
2023
Q1 		$1.28M Sell
26,421
-4,941
-16% -$238K 0.01% 324
2022
Q4 		$1.5M Buy
+31,362
New +$1.48M 0.02% 292
2022
Q3 		– Sell
-847
Closed -$41K – 2749
2022
Q2 		$41K Buy
+847
New +$40.6K ﹤0.01% 969

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

Allworth Financial's DFNM Position: Q2 2026 in Review

Allworth Financial increased its Dimensional National Municipal Bond ETF (DFNM) stake by 4.4% in Q2 2026, buying an estimated $478K and bringing the position to 237,528 shares worth $11.5M. The position accounts for 0.05% of the portfolio, ranked #223.

Allworth Financial first reported a position in DFNM in Q2 2022 and has held it in 16 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Allworth Financial held 237,528 shares of Dimensional National Municipal Bond ETF worth $11.5M as of Q2 2026.
  • Allworth Financial bought 9,914 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $478K.
  • Dimensional National Municipal Bond ETF made up 0.05% of Allworth Financial's portfolio in Q2 2026, its #223 holding.
  • Allworth Financial first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.