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Concurrent Investment Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Concurrent Investment 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
Q2 		$7.86M Sell
162,601
-29,556
-15% -$1.43M 0.07% 322
2026
Q1 		$9.21M Buy
+192,157
New +$9.31M 0.1% 223

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

Concurrent Investment Advisors's DFNM Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 15% in Q2 2026, selling an estimated $1.43M and leaving 162,601 shares worth $7.86M. The position accounts for 0.07% of the portfolio, ranked #322.

Concurrent Investment Advisors first reported a position in DFNM in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.21M in Q1 2026. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Concurrent Investment Advisors held 162,601 shares of Dimensional National Municipal Bond ETF worth $7.86M as of Q2 2026.
  • Concurrent Investment Advisors sold 29,556 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $1.43M.
  • Dimensional National Municipal Bond ETF made up 0.07% of Concurrent Investment Advisors's portfolio in Q2 2026, its #322 holding.
  • Concurrent Investment Advisors first reported a position in Dimensional National Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Concurrent Investment Advisors's Dimensional National Municipal Bond ETF position peaked at $9.21M in Q1 2026.
  • 293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.