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Ameritas Investment Partners’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Ameritas Investment Partners’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 		$162K Buy
3,350
+24
+0.7% +$1.16K ﹤0.01% 1536
2026
Q1 		$159K Buy
3,326
+19
+0.6% +$921 ﹤0.01% 1409
2025
Q4 		$159K Sell
3,307
-2,936
-47% -$141K ﹤0.01% 1394
2025
Q3 		$300K Buy
6,243
+46
+0.7% +$2.19K 0.01% 1020
2025
Q2 		$294K Buy
6,197
+45
+0.7% +$2.13K 0.01% 1081
2025
Q1 		$293K Buy
6,152
+35
+0.6% +$1.68K 0.01% 1059
2024
Q4 		$292K Buy
6,117
+57
+0.9% +$2.74K 0.01% 1104
2024
Q3 		$294K Buy
+6,060
New +$292K 0.01% 1099

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

Ameritas Investment Partners's DFNM Position: Q2 2026 in Review

Ameritas Investment Partners increased its Dimensional National Municipal Bond ETF (DFNM) stake by 0.72% in Q2 2026, buying an estimated $1.16K and bringing the position to 3,350 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Ameritas Investment Partners first reported a position in DFNM in Q3 2024 and has held it in 8 quarters since. The position peaked at $300K in Q3 2025. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Ameritas Investment Partners held 3,350 shares of Dimensional National Municipal Bond ETF worth $162K as of Q2 2026.
  • Ameritas Investment Partners bought 24 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $1.16K.
  • Dimensional National Municipal Bond ETF made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #1536 holding.
  • Ameritas Investment Partners first reported a position in Dimensional National Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Ameritas Investment Partners's Dimensional National Municipal Bond ETF position peaked at $300K in Q3 2025.
  • 293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.