ArborFi Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

ArborFi Advisors’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	$1.23M	Buy	25,521 +4,762	+23%	+$230K	0.89%	26
2026 Q1	$995K	Buy	20,759 +2,916	+16%	+$141K	0.81%	25
2025 Q4	$859K	Buy	17,843 +1,331	+8%	+$64.1K	0.7%	27
2025 Q3	$792K	Buy	16,512 +1,959	+13%	+$93.2K	0.65%	28
2025 Q2	$690K	Buy	14,553 +5,525	+61%	+$261K	0.61%	30
2025 Q1	$429K	Buy	9,028 +2,181	+32%	+$104K	0.43%	30
2024 Q4	$327K	Buy	+6,847	New	+$329K	0.33%	35

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

ArborFi Advisors's DFNM Position: Q2 2026 in Review

ArborFi Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 23% in Q2 2026, buying an estimated $230K and bringing the position to 25,521 shares worth $1.23M. The position accounts for 0.89% of the portfolio, ranked #26.

ArborFi Advisors first reported a position in DFNM in Q4 2024 and has held it in 7 quarters since. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

ArborFi Advisors held 25,521 shares of Dimensional National Municipal Bond ETF worth $1.23M as of Q2 2026.
ArborFi Advisors bought 4,762 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $230K.
Dimensional National Municipal Bond ETF made up 0.89% of ArborFi Advisors's portfolio in Q2 2026, its #26 holding.
ArborFi Advisors first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on ArborFi Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.