Betterment LLC
DFNM icon

Betterment LLC’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Betterment LLC’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 		$1.62M Buy
33,526
+5,883
+21% +$284K ﹤0.01% 280
2026
Q1 		$1.32M Buy
27,643
+1,058
+4% +$51.3K ﹤0.01% 285
2025
Q4 		$1.28M Sell
26,585
-1,630
-6% -$78.5K ﹤0.01% 275
2025
Q3 		$1.35M Buy
28,215
+5,822
+26% +$277K ﹤0.01% 262
2025
Q2 		$1.06M Buy
22,393
+10,693
+91% +$505K ﹤0.01% 274
2025
Q1 		$557K Buy
11,700
+2,033
+21% +$97.3K ﹤0.01% 321
2024
Q4 		$462K Buy
9,667
+632
+7% +$30.4K ﹤0.01% 337
2024
Q3 		$439K Sell
9,035
-345
-4% -$16.6K ﹤0.01% 328
2024
Q2 		$448K Buy
9,380
+2,553
+37% +$122K ﹤0.01% 295
2024
Q1 		$328K Buy
6,827
+821
+14% +$39.6K ﹤0.01% 301
2023
Q4 		$291K Buy
6,006
+568
+10% +$26.8K ﹤0.01% 280
2023
Q3 		$253K Buy
+5,438
New +$257K ﹤0.01% 275

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

Betterment LLC's DFNM Position: Q2 2026 in Review

Betterment LLC increased its Dimensional National Municipal Bond ETF (DFNM) stake by 21% in Q2 2026, buying an estimated $284K and bringing the position to 33,526 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Betterment LLC first reported a position in DFNM in Q3 2023 and has held it in 12 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Betterment LLC held 33,526 shares of Dimensional National Municipal Bond ETF worth $1.62M as of Q2 2026.
  • Betterment LLC bought 5,883 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $284K.
  • Dimensional National Municipal Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #280 holding.
  • Betterment LLC first reported a position in Dimensional National Municipal Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.