Cambridge Investment Research Advisors
DFNM icon

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
Q2 		$899K Sell
18,608
-79
-0.4% -$3.81K ﹤0.01% 2409
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 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
Sequoia Financial Advisors
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

Cambridge Investment Research Advisors's DFNM Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 0.42% in Q2 2026, selling an estimated $3.81K and leaving 18,608 shares worth $899K. The position accounts for ﹤0.01% of the portfolio, ranked #2409.

Cambridge Investment Research Advisors first reported a position in DFNM in Q2 2024 and has held it in 9 quarters since. The position peaked at $904K in Q4 2025. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Cambridge Investment Research Advisors held 18,608 shares of Dimensional National Municipal Bond ETF worth $899K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 79 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $3.81K.
  • Dimensional National Municipal Bond ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2409 holding.
  • Cambridge Investment Research Advisors first reported a position in Dimensional National Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Cambridge Investment Research Advisors's Dimensional National Municipal Bond ETF position peaked at $904K in Q4 2025.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.