Capital Investment Advisory Services’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Capital Investment Advisory Services’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	$2.37K	Buy	49 +3	+7%	+$145	﹤0.01%	1260
2026 Q1	$2.21K	Hold	46	–	–	﹤0.01%	1164
2025 Q4	$2.22K	Hold	46	–	–	﹤0.01%	1130
2025 Q3	$2.21K	Sell	46 -2	-4%	-$95	﹤0.01%	1056
2025 Q2	$2.28K	Hold	48	–	–	﹤0.01%	1024
2025 Q1	$2.28K	Buy	+48	New	+$2.3K	﹤0.01%	956

Other funds holding DFNM

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Capital Investment Advisory Services's DFNM Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Dimensional National Municipal Bond ETF (DFNM) stake by 6.5% in Q2 2026, buying an estimated $145 and bringing the position to 49 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Capital Investment Advisory Services first reported a position in DFNM in Q1 2025 and has held it in 6 quarters since. 257 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Capital Investment Advisory Services held 49 shares of Dimensional National Municipal Bond ETF worth $2.37K as of Q2 2026.
Capital Investment Advisory Services bought 3 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $145.
Dimensional National Municipal Bond ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1260 holding.
Capital Investment Advisory Services first reported a position in Dimensional National Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
257 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.