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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
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 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

Claris Advisors's DFNM Position: Q1 2026 in Review

Claris Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 23% in Q1 2026, buying an estimated $207K and bringing the position to 22,705 shares worth $1.09M. The position accounts for 0.33% of the portfolio, ranked #30.

Claris Advisors first reported a position in DFNM in Q2 2024 and has held it in 8 quarters since. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Claris Advisors held 22,705 shares of Dimensional National Municipal Bond ETF worth $1.09M as of Q1 2026.
  • Claris Advisors bought 4,274 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $207K.
  • Dimensional National Municipal Bond ETF made up 0.33% of Claris Advisors's portfolio in Q1 2026, its #30 holding.
  • Claris Advisors first reported a position in Dimensional National Municipal Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Claris Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.