Evanson Asset Management
DFNM icon

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

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Apella Capital
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Symmetry Partners
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Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Rather & Kittrell
Rather & Kittrell Knoxville, Tennessee $740M AUM 7.58% 1-Year Est. Return
GeoWealth Management
GeoWealth Management Chicago, Illinois $2.98B AUM 14.31% 1-Year Est. Return
Sequoia Financial Advisors
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Beaird Harris Wealth Management
Beaird Harris Wealth Management Dallas, Texas $1.55B AUM 10.67% 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.