Cambridge Investment Research Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Cambridge Investment Research 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	$896K	Sell	18,687 -73	-0.4%	-$3.54K	﹤0.01%	2268
2025 Q4	$904K	Buy	18,760 +1,391	+8%	+$67K	﹤0.01%	2177
2025 Q3	$833K	Buy	17,369 +2,831	+19%	+$135K	﹤0.01%	2193
2025 Q2	$690K	Buy	14,538 +2,243	+18%	+$106K	﹤0.01%	2242
2025 Q1	$585K	Sell	12,295 -56	-0.5%	-$2.68K	﹤0.01%	2279
2024 Q4	$590K	Buy	12,351 +540	+5%	+$26K	﹤0.01%	2284
2024 Q3	$573K	Buy	11,811 +6,932	+142%	+$334K	﹤0.01%	2295
2024 Q2	$233K	Buy	+4,879	New	+$233K	﹤0.01%	2910

Other funds holding DFNM

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

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

Cambridge Investment Research Advisors's DFNM Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 0.39% in Q1 2026, selling an estimated $3.54K and leaving 18,687 shares worth $896K. The position accounts for ﹤0.01% of the portfolio, ranked #2268.

Cambridge Investment Research Advisors first reported a position in DFNM in Q2 2024 and has held it in 8 quarters since. The position peaked at $904K in Q4 2025. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

Cambridge Investment Research Advisors held 18,687 shares of Dimensional National Municipal Bond ETF worth $896K as of Q1 2026.
Cambridge Investment Research Advisors sold 73 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $3.54K.
Dimensional National Municipal Bond ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2268 holding.
Cambridge Investment Research Advisors first reported a position in Dimensional National Municipal Bond ETF in Q2 2024 and has held it in 8 quarters since.
Cambridge Investment Research Advisors's Dimensional National Municipal Bond ETF position peaked at $904K in Q4 2025.
276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.