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

Cary Street Partners’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	$1.94M	Sell	40,153 -1,505	-4%	-$72.6K	0.04%	370
2026 Q1	$2M	Sell	41,658 -13,749	-25%	-$666K	0.05%	326
2025 Q4	$2.67M	Sell	55,407 -1,539	-3%	-$74.2K	0.07%	287
2025 Q3	$2.73M	Buy	56,946 +2,171	+4%	+$103K	0.07%	277
2025 Q2	$2.6M	Buy	54,775 +5,885	+12%	+$278K	0.07%	275
2025 Q1	$2.33M	Buy	48,890 +3,599	+8%	+$172K	0.07%	261
2024 Q4	$2.16M	Buy	+45,291	New	+$2.18M	0.07%	260

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

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

Cary Street Partners reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 3.6% in Q2 2026, selling an estimated $72.6K and leaving 40,153 shares worth $1.94M. The position accounts for 0.04% of the portfolio, ranked #370.

Cary Street Partners first reported a position in DFNM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.73M in Q3 2025. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Cary Street Partners held 40,153 shares of Dimensional National Municipal Bond ETF worth $1.94M as of Q2 2026.
Cary Street Partners sold 1,505 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $72.6K.
Dimensional National Municipal Bond ETF made up 0.04% of Cary Street Partners's portfolio in Q2 2026, its #370 holding.
Cary Street Partners first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's Dimensional National Municipal Bond ETF position peaked at $2.73M in Q3 2025.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

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