Corient Private Wealth
DFNM icon

Corient Private Wealth’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Corient Private Wealth’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 		$3.96M Buy
81,865
+68
+0.1% +$3.28K 0.01% 1000
2026
Q1 		$3.93M Sell
81,797
-4,748
-5% -$230K 0.01% 940
2025
Q4 		$4.17M Buy
86,545
+28,728
+50% +$1.38M 0.01% 832
2025
Q3 		$2.77M Sell
57,817
-27,536
-32% -$1.31M ﹤0.01% 931
2025
Q2 		$4.05M Sell
85,353
-24,909
-23% -$1.18M 0.01% 770
2025
Q1 		$5.25M Sell
110,262
-1,698
-2% -$81.3K 0.01% 677
2024
Q4 		$5.35M Sell
111,960
-18,205
-14% -$876K 0.01% 676
2024
Q3 		$6.32M Buy
130,165
+555
+0.4% +$26.8K 0.01% 688
2024
Q2 		$6.19M Buy
129,610
+540
+0.4% +$25.8K 0.01% 649
2024
Q1 		$6.21M Buy
129,070
+3,308
+3% +$160K 0.01% 652
2023
Q4 		$6.1M Buy
125,762
+3,161
+3% +$149K 0.01% 644
2023
Q3 		$5.7M Buy
122,601
+5,583
+5% +$264K 0.01% 611
2023
Q2 		$5.57M Buy
117,018
+6,950
+6% +$332K 0.01% 599
2023
Q1 		$5.32M Buy
110,068
+25,175
+30% +$1.21M 0.01% 577
2022
Q4 		$4.06M Buy
+84,893
New +$4.01M 0.01% 544

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

Corient Private Wealth's DFNM Position: Q2 2026 in Review

Corient Private Wealth increased its Dimensional National Municipal Bond ETF (DFNM) stake by 0.08% in Q2 2026, buying an estimated $3.28K and bringing the position to 81,865 shares worth $3.96M. The position accounts for 0.01% of the portfolio, ranked #1000.

Corient Private Wealth first reported a position in DFNM in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.32M in Q3 2024. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Corient Private Wealth held 81,865 shares of Dimensional National Municipal Bond ETF worth $3.96M as of Q2 2026.
  • Corient Private Wealth bought 68 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $3.28K.
  • Dimensional National Municipal Bond ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1000 holding.
  • Corient Private Wealth first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Dimensional National Municipal Bond ETF position peaked at $6.32M in Q3 2024.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.