Claris Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Claris 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	$1.22M	Buy	25,201 +2,496	+11%	+$120K	0.32%	30
2026 Q1	$1.09M	Buy	22,705 +4,274	+23%	+$207K	0.33%	30
2025 Q4	$888K	Buy	18,431 +8,143	+79%	+$392K	0.27%	33
2025 Q3	$488K	Hold	10,288	–	–	0.17%	45
2025 Q2	$488K	Buy	10,288 +1,436	+16%	+$67.9K	0.17%	45
2025 Q1	$421K	Sell	8,852 -1,552	-15%	-$74.3K	0.16%	49
2024 Q4	$497K	Buy	10,404 +5,540	+114%	+$267K	0.19%	40
2024 Q3	$236K	Buy	4,864 +269	+6%	+$13K	0.1%	57
2024 Q2	$219K	Buy	+4,595	New	+$220K	0.11%	52

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

Claris Advisors's DFNM Position: Q2 2026 in Review

Claris Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 11% in Q2 2026, buying an estimated $120K and bringing the position to 25,201 shares worth $1.22M. The position accounts for 0.32% of the portfolio, ranked #30.

Claris Advisors first reported a position in DFNM in Q2 2024 and has held it in 9 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Claris Advisors held 25,201 shares of Dimensional National Municipal Bond ETF worth $1.22M as of Q2 2026.
Claris Advisors bought 2,496 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $120K.
Dimensional National Municipal Bond ETF made up 0.32% of Claris Advisors's portfolio in Q2 2026, its #30 holding.
Claris Advisors first reported a position in Dimensional National Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Claris Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.