Avestar Capital’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Avestar Capital’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	$361K	Hold	7,469	–	–	0.02%	447
2026 Q1	$358K	Buy	+7,469	New	+$362K	0.02%	411
2024 Q1	–	Sell	-14,154	Closed	-$687K	–	468
2023 Q4	$687K	Buy	14,154 +2,772	+24%	+$131K	0.08%	160
2023 Q3	$529K	Buy	11,382 +1,506	+15%	+$71.3K	0.08%	160
2023 Q2	$470K	Sell	9,876 -421	-4%	-$20.1K	0.08%	160
2023 Q1	$498K	Buy	10,297 +389	+4%	+$18.7K	0.09%	145
2022 Q4	$474K	Sell	9,908 -129	-1%	-$6.1K	0.09%	144
2022 Q3	$468K	Sell	10,037 -707	-7%	-$34K	0.12%	132
2022 Q2	$516K	Buy	+10,744	New	+$515K	0.13%	118

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

Avestar Capital's DFNM Position: Q2 2026 in Review

Avestar Capital held its Dimensional National Municipal Bond ETF (DFNM) position steady in Q2 2026 at 7,469 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #447.

Avestar Capital first reported a position in DFNM in Q2 2022 and has held it in 9 quarters since. The position peaked at $687K in Q4 2023. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Avestar Capital held 7,469 shares of Dimensional National Municipal Bond ETF worth $361K as of Q2 2026.
Avestar Capital left its Dimensional National Municipal Bond ETF share count unchanged in Q2 2026.
Dimensional National Municipal Bond ETF made up 0.02% of Avestar Capital's portfolio in Q2 2026, its #447 holding.
Avestar Capital first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and has held it in 9 quarters since.
Avestar Capital's Dimensional National Municipal Bond ETF position peaked at $687K in Q4 2023.
293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.