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Choreo LLC’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Choreo LLC’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 		$403K Sell
8,331
-33
-0.4% -$1.59K ﹤0.01% 1130
2026
Q1 		$401K Buy
+8,364
New +$405K ﹤0.01% 1066
2024
Q4 		– Sell
-4,607
Closed -$224K – 1644
2024
Q3 		$224K Hold
4,607
– – ﹤0.01% 1405
2024
Q2 		$220K Buy
+4,607
New +$220K ﹤0.01% 1282

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
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
RK
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
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Choreo LLC's DFNM Position: Q2 2026 in Review

Choreo LLC reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 0.39% in Q2 2026, selling an estimated $1.59K and leaving 8,331 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Choreo LLC first reported a position in DFNM in Q2 2024 and has held it in 4 quarters since. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Choreo LLC held 8,331 shares of Dimensional National Municipal Bond ETF worth $403K as of Q2 2026.
  • Choreo LLC sold 33 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $1.59K.
  • Dimensional National Municipal Bond ETF made up ﹤0.01% of Choreo LLC's portfolio in Q2 2026, its #1130 holding.
  • Choreo LLC first reported a position in Dimensional National Municipal Bond ETF in Q2 2024 and has held it in 4 quarters since.
  • 293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.