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Clune & Associates’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Clune & Associates’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 		– Sell
-5,320
Closed -$255K – 172
2026
Q1 		$255K Hold
5,320
– – 0.05% 151
2025
Q4 		$256K Hold
5,320
– – 0.06% 148
2025
Q3 		$255K Hold
5,320
– – 0.06% 138
2025
Q2 		$252K Hold
5,320
– – 0.07% 132
2025
Q1 		$253K Hold
5,320
– – 0.08% 123
2024
Q4 		$254K Buy
+5,320
New +$256K 0.08% 123

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

Clune & Associates's DFNM Position: Q2 2026 in Review

Clune & Associates sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2026, closing a stake of 5,320 shares — an estimated $255K sold.

Clune & Associates first reported a position in DFNM in Q4 2024 and held it in 6 quarters. The position peaked at $256K in Q4 2025. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Clune & Associates reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Clune & Associates sold 5,320 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $255K.
  • Clune & Associates first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and held it in 6 quarters.
  • Clune & Associates's Dimensional National Municipal Bond ETF position peaked at $256K in Q4 2025.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.