Bank of America
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Bank of America’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Bank of America’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 		$20.1M Buy
418,517
+58,108
+16% +$2.82M ﹤0.01% 2392
2025
Q4 		$17.4M Buy
360,409
+19,398
+6% +$935K ﹤0.01% 2416
2025
Q3 		$16.4M Buy
341,011
+33,736
+11% +$1.6M ﹤0.01% 2799
2025
Q2 		$14.6M Sell
307,275
-9,178
-3% -$434K ﹤0.01% 2859
2025
Q1 		$15.1M Buy
316,453
+40,493
+15% +$1.94M ﹤0.01% 2753
2024
Q4 		$13.2M Buy
275,960
+70,203
+34% +$3.38M ﹤0.01% 2671
2024
Q3 		$9.99M Buy
205,757
+64,114
+45% +$3.09M ﹤0.01% 3065
2024
Q2 		$6.77M Buy
141,643
+48,433
+52% +$2.31M ﹤0.01% 3332
2024
Q1 		$4.48M Buy
93,210
+31,090
+50% +$1.5M ﹤0.01% 3719
2023
Q4 		$3.01M Buy
62,120
+16,290
+36% +$769K ﹤0.01% 3995
2023
Q3 		$2.13M Buy
45,830
+24,321
+113% +$1.15M ﹤0.01% 4192
2023
Q2 		$1.02M Buy
21,509
+8,647
+67% +$414K ﹤0.01% 4763
2023
Q1 		$621K Buy
+12,862
New +$618K ﹤0.01% 5226

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

Bank of America's DFNM Position: Q1 2026 in Review

Bank of America increased its Dimensional National Municipal Bond ETF (DFNM) stake by 16% in Q1 2026, buying an estimated $2.82M and bringing the position to 418,517 shares worth $20.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2392.

Bank of America first reported a position in DFNM in Q1 2023 and has held it in 13 quarters since. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Bank of America held 418,517 shares of Dimensional National Municipal Bond ETF worth $20.1M as of Q1 2026.
  • Bank of America bought 58,108 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $2.82M.
  • Dimensional National Municipal Bond ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2392 holding.
  • Bank of America first reported a position in Dimensional National Municipal Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.