DI
DFNM icon

Disciplined Investments’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Disciplined Investments’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 		$738K Buy
15,276
+1,561
+11% +$75.3K 0.24% 70
2026
Q1 		$657K Sell
13,715
-510
-4% -$24.7K 0.24% 68
2025
Q4 		$685K Sell
14,225
-500
-3% -$24.1K 0.26% 67
2025
Q3 		$707K Sell
14,725
-608
-4% -$28.9K 0.28% 66
2025
Q2 		$727K Hold
15,333
– – 0.31% 65
2025
Q1 		$729K Hold
15,333
– – 0.34% 64
2024
Q4 		$732K Hold
15,333
– – 0.36% 67
2024
Q3 		$744K Sell
15,333
-1,434
-9% -$69.2K 0.37% 65
2024
Q2 		$801K Hold
16,767
– – 0.43% 61
2024
Q1 		$806K Hold
16,767
– – 0.44% 60
2023
Q4 		$813K Hold
16,767
– – 0.48% 60
2023
Q3 		$779K Sell
16,767
-3,762
-18% -$178K 0.47% 59
2023
Q2 		$978K Buy
20,529
+4,310
+27% +$206K 0.52% 52
2023
Q1 		$784K Buy
16,219
+2,531
+18% +$122K 0.33% 74
2022
Q4 		$654K Buy
13,688
+11,220
+455% +$530K 0.32% 68
2022
Q3 		$115K Buy
2,468
+1,860
+306% +$89.5K 0.05% 149
2022
Q2 		$29K Hold
608
– – 0.01% 273
2022
Q1 		$29K Buy
+608
New +$30K 0.01% 289

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

Disciplined Investments's DFNM Position: Q2 2026 in Review

Disciplined Investments increased its Dimensional National Municipal Bond ETF (DFNM) stake by 11% in Q2 2026, buying an estimated $75.3K and bringing the position to 15,276 shares worth $738K. The position accounts for 0.24% of the portfolio, ranked #70.

Disciplined Investments first reported a position in DFNM in Q1 2022 and has held it in 18 quarters since. The position peaked at $978K in Q2 2023. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Disciplined Investments held 15,276 shares of Dimensional National Municipal Bond ETF worth $738K as of Q2 2026.
  • Disciplined Investments bought 1,561 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $75.3K.
  • Dimensional National Municipal Bond ETF made up 0.24% of Disciplined Investments's portfolio in Q2 2026, its #70 holding.
  • Disciplined Investments first reported a position in Dimensional National Municipal Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Disciplined Investments's Dimensional National Municipal Bond ETF position peaked at $978K in Q2 2023.
  • 293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.