Commonwealth Equity Services
DFNM icon

Commonwealth Equity Services’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Commonwealth Equity Services’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 		$32.5M Buy
672,029
+18,635
+3% +$899K 0.04% 425
2026
Q1 		$31.3M Buy
653,394
+41,226
+7% +$2M 0.04% 413
2025
Q4 		$29.5M Buy
612,168
+3,721
+0.6% +$179K 0.04% 431
2025
Q3 		$29.2M Buy
608,447
+19,232
+3% +$915K 0.04% 444
2025
Q2 		$27.9M Buy
589,215
+4,101
+0.7% +$194K 0.04% 459
2025
Q1 		$27.8M Sell
585,114
-46,777
-7% -$2.24M 0.04% 435
2024
Q4 		$30.2M Buy
631,891
+30,075
+5% +$1.45M 0.04% 388
2024
Q3 		$29.2M Buy
601,816
+18
+0% +$868 0.04% 407
2024
Q2 		$28.7M Buy
601,798
+17,439
+3% +$833K 0.05% 390
2024
Q1 		$28.1M Buy
584,359
+29,122
+5% +$1.41M 0.05% 387
2023
Q4 		$26.9M Buy
555,237
+46,826
+9% +$2.21M 0.05% 363
2023
Q3 		$23.6M Buy
508,411
+20,868
+4% +$987K 0.05% 353
2023
Q2 		$23.2M Buy
487,543
+76,660
+19% +$3.67M 0.05% 374
2023
Q1 		$19.9K Buy
410,883
+129,190
+46% +$6.21M 0.04% 399
2022
Q4 		$13.5M Sell
281,693
-106,049
-27% -$5.01M 0.03% 511
2022
Q3 		$18.1M Buy
387,742
+237,384
+158% +$11.4M 0.05% 366
2022
Q2 		$7.23M Buy
150,358
+134,548
+851% +$6.45M 0.02% 724
2022
Q1 		$766K Buy
+15,810
New +$781K ﹤0.01% 2190

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

Commonwealth Equity Services's DFNM Position: Q2 2026 in Review

Commonwealth Equity Services increased its Dimensional National Municipal Bond ETF (DFNM) stake by 2.9% in Q2 2026, buying an estimated $899K and bringing the position to 672,029 shares worth $32.5M. The position accounts for 0.04% of the portfolio, ranked #425.

Commonwealth Equity Services first reported a position in DFNM in Q1 2022 and has held it in 18 quarters since. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Commonwealth Equity Services held 672,029 shares of Dimensional National Municipal Bond ETF worth $32.5M as of Q2 2026.
  • Commonwealth Equity Services bought 18,635 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $899K.
  • Dimensional National Municipal Bond ETF made up 0.04% of Commonwealth Equity Services's portfolio in Q2 2026, its #425 holding.
  • Commonwealth Equity Services first reported a position in Dimensional National Municipal Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • 293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.