CFO
DFNM icon

Collective Family Office’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Collective Family Office’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
Q3 		$16.1M Buy
348,740
+226,837
+186% +$10.8M 3.32% 5
2026
Q2 		$5.89M Buy
121,903
+5,396
+5% +$260K 1.2% 26
2026
Q1 		$5.58M Sell
116,507
-2,847
-2% -$138K 1.26% 25
2025
Q4 		$5.75M Buy
119,354
+458
+0.4% +$22.1K 1.32% 24
2025
Q3 		$5.7M Sell
118,896
-20,209
-15% -$961K 1.37% 24
2025
Q2 		$6.6M Sell
139,105
-15,262
-10% -$721K 1.69% 23
2025
Q1 		$7.34M Sell
154,367
-10,980
-7% -$526K 1.98% 17
2024
Q4 		$7.9M Buy
165,347
+7,806
+5% +$376K 2.17% 12
2024
Q3 		$7.65M Sell
157,541
-13,517
-8% -$652K 2.08% 17
2024
Q2 		$8.17M Sell
171,058
-18,485
-10% -$883K 2.4% 10
2024
Q1 		$9.12M Buy
189,543
+4,985
+3% +$241K 2.96% 6
2023
Q4 		$8.95M Sell
184,558
-32,799
-15% -$1.55M 3.15% 5
2023
Q3 		$10.1M Sell
217,357
-15,463
-7% -$732K 3.94% 1
2023
Q2 		$11.1M Buy
232,820
+29,981
+15% +$1.43M 4.34% 1
2023
Q1 		$9.8M Buy
202,839
+7,416
+4% +$357K 4.04% 2
2022
Q4 		$9.34M Buy
195,423
+94,162
+93% +$4.45M 4.2% 1
2022
Q3 		$4.72M Buy
101,261
+27,571
+37% +$1.33M 2.35% 7
2022
Q2 		$3.54M Buy
73,690
+52,142
+242% +$2.5M 1.53% 17
2022
Q1 		$1.04M Buy
+21,548
New +$1.06M 0.4% 68

Other funds holding DFNM

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
OFI
Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
2L
25 LLC St. Louis, Missouri $367M AUM 10.52% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Collective Family Office's DFNM Position: Q3 2026 in Review

Collective Family Office increased its Dimensional National Municipal Bond ETF (DFNM) stake by 186% in Q3 2026, buying an estimated $10.8M and bringing the position to 348,740 shares worth $16.1M. The position accounts for 3.32% of the portfolio, ranked #5.

Collective Family Office first reported a position in DFNM in Q1 2022 and has held it in 19 quarters since. 25 funds tracked by Wall St. Rank hold DFNM as of Q3 2026.

  • Collective Family Office held 348,740 shares of Dimensional National Municipal Bond ETF worth $16.1M as of Q3 2026.
  • Collective Family Office bought 226,837 Dimensional National Municipal Bond ETF shares in Q3 2026, an estimated $10.8M.
  • Dimensional National Municipal Bond ETF made up 3.32% of Collective Family Office's portfolio in Q3 2026, its #5 holding.
  • Collective Family Office first reported a position in Dimensional National Municipal Bond ETF in Q1 2022 and has held it in 19 quarters since.
  • 25 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2026.

Based on Collective Family Office's 13F filing for Q3 2026, filed 5 Oct 2026.