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Cary Street Partners Investment Advisory’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Cary Street Partners Investment Advisory’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 		$172K Buy
3,557
+598
+20% +$28.8K 0.03% 406
2026
Q1 		$142K Buy
2,959
+107
+4% +$5.18K 0.04% 405
2025
Q4 		$137K Buy
2,852
+77
+3% +$3.71K 0.04% 382
2025
Q3 		$133K Buy
2,775
+674
+32% +$32.1K 0.06% 332
2025
Q2 		$99.7K Sell
2,101
-3,800
-64% -$180K 0.05% 324
2025
Q1 		$281K Buy
+5,901
New +$283K 0.16% 155
2024
Q4 		– Sell
-28,344
Closed -$1.38M – 553
2024
Q3 		$1.38M Buy
28,344
+22,095
+354% +$1.07M 0.05% 321
2024
Q2 		$299K Buy
+6,249
New +$299K 0.01% 594

Other funds holding DFNM

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
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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Cary Street Partners Investment Advisory's DFNM Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Dimensional National Municipal Bond ETF (DFNM) stake by 20% in Q2 2026, buying an estimated $28.8K and bringing the position to 3,557 shares worth $172K. The position accounts for 0.03% of the portfolio, ranked #406.

Cary Street Partners Investment Advisory first reported a position in DFNM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.38M in Q3 2024. 202 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Cary Street Partners Investment Advisory held 3,557 shares of Dimensional National Municipal Bond ETF worth $172K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 598 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $28.8K.
  • Dimensional National Municipal Bond ETF made up 0.03% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #406 holding.
  • Cary Street Partners Investment Advisory first reported a position in Dimensional National Municipal Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Cary Street Partners Investment Advisory's Dimensional National Municipal Bond ETF position peaked at $1.38M in Q3 2024.
  • 202 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.