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Baker Avenue Asset Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Baker Avenue Asset Management’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 		$3.36M Buy
69,540
+6,059
+10% +$292K 0.06% 187
2026
Q1 		$3.04M Buy
63,481
+3,705
+6% +$180K 0.07% 185
2025
Q4 		$2.88M Buy
59,776
+3,720
+7% +$179K 0.07% 178
2025
Q3 		$2.69M Buy
56,056
+1,084
+2% +$51.6K 0.06% 183
2025
Q2 		$2.61M Sell
54,972
-1,510
-3% -$71.4K 0.07% 177
2025
Q1 		$2.69M Buy
56,482
+8,959
+19% +$429K 0.08% 174
2024
Q4 		$2.27M Buy
47,523
+5,255
+12% +$253K 0.07% 182
2024
Q3 		$2.05M Buy
42,268
+8,653
+26% +$417K 0.07% 181
2024
Q2 		$1.61M Sell
33,615
-761
-2% -$36.4K 0.05% 187
2024
Q1 		$1.65M Sell
34,376
-2,411
-7% -$116K 0.06% 184
2023
Q4 		$1.78M Sell
36,787
-12,574
-25% -$594K 0.08% 168
2023
Q3 		$2.29M Buy
49,361
+23,310
+89% +$1.1M 0.11% 134
2023
Q2 		$1.24M Buy
26,051
+4,685
+22% +$224K 0.06% 169
2023
Q1 		$1.03M Buy
+21,366
New +$1.03M 0.06% 175

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

Baker Avenue Asset Management's DFNM Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 9.5% in Q2 2026, buying an estimated $292K and bringing the position to 69,540 shares worth $3.36M. The position accounts for 0.06% of the portfolio, ranked #187.

Baker Avenue Asset Management first reported a position in DFNM in Q1 2023 and has held it in 14 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Baker Avenue Asset Management held 69,540 shares of Dimensional National Municipal Bond ETF worth $3.36M as of Q2 2026.
  • Baker Avenue Asset Management bought 6,059 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $292K.
  • Dimensional National Municipal Bond ETF made up 0.06% of Baker Avenue Asset Management's portfolio in Q2 2026, its #187 holding.
  • Baker Avenue Asset Management first reported a position in Dimensional National Municipal Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.