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

Beacon Pointe 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
Q1 		$1M Buy
20,965
+6,989
+50% +$339K 0.01% 993
2025
Q4 		$673K Buy
13,976
+384
+3% +$18.5K ﹤0.01% 973
2025
Q3 		$652K Buy
+13,592
New +$646K 0.01% 919
2025
Q2 		– Sell
-7,642
Closed -$364K – 1258
2025
Q1 		$364K Buy
+7,642
New +$366K ﹤0.01% 951

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 $1.75B AUM 15.4% 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

Beacon Pointe Advisors's DFNM Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 50% in Q1 2026, buying an estimated $339K and bringing the position to 20,965 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #993.

Beacon Pointe Advisors first reported a position in DFNM in Q1 2025 and has held it in 4 quarters since. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Beacon Pointe Advisors held 20,965 shares of Dimensional National Municipal Bond ETF worth $1M as of Q1 2026.
  • Beacon Pointe Advisors bought 6,989 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $339K.
  • Dimensional National Municipal Bond ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #993 holding.
  • Beacon Pointe Advisors first reported a position in Dimensional National Municipal Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.