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American Investment Services’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

American Investment Services’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
Q1 		$4.7M Buy
98,018
+19,119
+24% +$926K 1.05% 29
2025
Q4 		$3.8M Buy
78,899
+14,789
+23% +$713K 0.88% 31
2025
Q3 		$3.08M Sell
64,110
-978
-2% -$46.5K 0.74% 34
2025
Q2 		$3.09M Sell
65,088
-24,454
-27% -$1.16M 0.79% 34
2025
Q1 		$4.26M Sell
89,542
-3,032
-3% -$145K 0.75% 35
2024
Q4 		$4.42M Buy
92,574
+1,422
+2% +$68.4K 0.78% 35
2024
Q3 		$4.42M Sell
91,152
-4,515
-5% -$218K 0.74% 35
2024
Q2 		$4.57M Buy
95,667
+14,194
+17% +$678K 0.81% 34
2024
Q1 		$3.92M Buy
81,473
+6,304
+8% +$304K 0.69% 38
2023
Q4 		$3.65M Buy
75,169
+10,182
+16% +$481K 0.69% 39
2023
Q3 		$3.02M Buy
64,987
+124
+0.2% +$5.87K 0.65% 40
2023
Q2 		$3.09M Buy
64,863
+2,779
+4% +$133K 0.63% 42
2023
Q1 		$2.97M Hold
62,084
– – 0.61% 38
2022
Q4 		$2.97M Buy
62,084
+49,739
+403% +$2.35M 0.61% 38
2022
Q3 		$576K Buy
12,345
+2,545
+26% +$122K 0.14% 85
2022
Q2 		$471K Buy
+9,800
New +$470K 0.11% 85

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 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

American Investment Services's DFNM Position: Q1 2026 in Review

American Investment Services increased its Dimensional National Municipal Bond ETF (DFNM) stake by 24% in Q1 2026, buying an estimated $926K and bringing the position to 98,018 shares worth $4.7M. The position accounts for 1.05% of the portfolio, ranked #29.

American Investment Services first reported a position in DFNM in Q2 2022 and has held it in 16 quarters since. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • American Investment Services held 98,018 shares of Dimensional National Municipal Bond ETF worth $4.7M as of Q1 2026.
  • American Investment Services bought 19,119 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $926K.
  • Dimensional National Municipal Bond ETF made up 1.05% of American Investment Services's portfolio in Q1 2026, its #29 holding.
  • American Investment Services first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.