DF
DFNM icon

DecisionPoint Financial’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

DecisionPoint Financial’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 		$452K Hold
9,344
– – 0.08% 38
2026
Q1 		$448K Hold
9,344
– – 0.1% 37
2025
Q4 		$450K Hold
9,344
– – 0.1% 37
2025
Q3 		$449K Hold
9,344
– – 0.1% 36
2025
Q2 		$443K Sell
9,344
-754
-7% -$35.6K 0.11% 36
2025
Q1 		$480K Hold
10,098
– – 0.14% 31
2024
Q4 		$482K Hold
10,098
– – 0.15% 29
2024
Q3 		$490K Hold
10,098
– – 0.16% 29
2024
Q2 		$485K Hold
10,098
– – 0.16% 26
2024
Q1 		$481K Hold
10,098
– – 0.19% 26
2023
Q4 		$490K Buy
+10,098
New +$477K 0.21% 26

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

DecisionPoint Financial's DFNM Position: Q2 2026 in Review

DecisionPoint Financial held its Dimensional National Municipal Bond ETF (DFNM) position steady in Q2 2026 at 9,344 shares worth $452K. The position accounts for 0.08% of the portfolio, ranked #38.

DecisionPoint Financial first reported a position in DFNM in Q4 2023 and has held it in 11 quarters since. The position peaked at $490K in Q3 2024. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • DecisionPoint Financial held 9,344 shares of Dimensional National Municipal Bond ETF worth $452K as of Q2 2026.
  • DecisionPoint Financial left its Dimensional National Municipal Bond ETF share count unchanged in Q2 2026.
  • Dimensional National Municipal Bond ETF made up 0.08% of DecisionPoint Financial's portfolio in Q2 2026, its #38 holding.
  • DecisionPoint Financial first reported a position in Dimensional National Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • DecisionPoint Financial's Dimensional National Municipal Bond ETF position peaked at $490K in Q3 2024.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.