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
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

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

Collective Family Office's DFNM Position: Q2 2026 in Review

Collective Family Office increased its Dimensional National Municipal Bond ETF (DFNM) stake by 4.6% in Q2 2026, buying an estimated $260K and bringing the position to 121,903 shares worth $5.89M. The position accounts for 1.2% of the portfolio, ranked #26.

Collective Family Office first reported a position in DFNM in Q1 2022 and has held it in 18 quarters since. The position peaked at $11.1M in Q2 2023. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Collective Family Office held 121,903 shares of Dimensional National Municipal Bond ETF worth $5.89M as of Q2 2026.
  • Collective Family Office bought 5,396 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $260K.
  • Dimensional National Municipal Bond ETF made up 1.2% of Collective Family Office's portfolio in Q2 2026, its #26 holding.
  • Collective Family Office first reported a position in Dimensional National Municipal Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Collective Family Office's Dimensional National Municipal Bond ETF position peaked at $11.1M in Q2 2023.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.