Evanson Asset Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Evanson Asset Management’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 Q1	$1.67M	Sell	34,929 -12,853	-27%	-$623K	0.09%	101
2025 Q4	$2.3M	Sell	47,782 -857	-2%	-$41.3K	0.12%	84
2025 Q3	$2.33M	Sell	48,639 -33,048	-40%	-$1.57M	0.13%	80
2025 Q2	$3.87M	Sell	81,687 -3,125	-4%	-$148K	0.24%	48
2025 Q1	$4.03M	Sell	84,812 -11,022	-12%	-$528K	0.29%	42
2024 Q4	$4.58M	Buy	95,834 +74	+0.1%	+$3.56K	0.31%	40
2024 Q3	$4.65M	Sell	95,760 -3,633	-4%	-$175K	0.33%	41
2024 Q2	$4.75M	Sell	99,393 -3,677	-4%	-$176K	0.35%	38
2024 Q1	$4.96M	Buy	103,070 +30,785	+43%	+$1.49M	0.37%	37
2023 Q4	$3.51M	Buy	72,285 +29,510	+69%	+$1.39M	0.28%	44
2023 Q3	$1.99M	Buy	42,775 +20,074	+88%	+$950K	0.18%	61
2023 Q2	$1.08M	Buy	+22,701	New	+$1.09M	0.1%	95

Other funds holding DFNM

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Evanson Asset Management's DFNM Position: Q1 2026 in Review

Evanson Asset Management reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 27% in Q1 2026, selling an estimated $623K and leaving 34,929 shares worth $1.67M. The position accounts for 0.09% of the portfolio, ranked #101.

Evanson Asset Management first reported a position in DFNM in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.96M in Q1 2024. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

Evanson Asset Management held 34,929 shares of Dimensional National Municipal Bond ETF worth $1.67M as of Q1 2026.
Evanson Asset Management sold 12,853 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $623K.
Dimensional National Municipal Bond ETF made up 0.09% of Evanson Asset Management's portfolio in Q1 2026, its #101 holding.
Evanson Asset Management first reported a position in Dimensional National Municipal Bond ETF in Q2 2023 and has held it in 12 quarters since.
Evanson Asset Management's Dimensional National Municipal Bond ETF position peaked at $4.96M in Q1 2024.
276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.