FFA
DFNM icon

Farther Finance Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Farther Finance Advisors’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 		$1.86M Buy
38,480
+770
+2% +$37.1K 0.01% 784
2026
Q1 		$1.81M Buy
37,710
+10,847
+40% +$526K 0.02% 696
2025
Q4 		$1.29M Buy
26,863
+8,833
+49% +$426K 0.01% 768
2025
Q3 		$865K Buy
18,030
+15,968
+774% +$759K 0.01% 800
2025
Q2 		$97.8K Sell
2,062
-10
-0.5% -$473 ﹤0.01% 1774
2025
Q1 		$98.8K Buy
2,072
+455
+28% +$21.8K ﹤0.01% 1551
2024
Q4 		$77.2K Sell
1,617
-3,334
-67% -$160K ﹤0.01% 1430
2024
Q3 		$240K Buy
+4,951
New +$239K 0.01% 923
2024
Q2 		– Sell
-6,185
Closed -$297K – 3847
2024
Q1 		$297K Buy
6,185
+29
+0.5% +$1.4K 0.02% 556
2023
Q4 		$299K Buy
+6,156
New +$291K 0.02% 442
2023
Q2 		– Sell
-555
Closed -$26.8K – 2515
2023
Q1 		$26.8K Buy
+555
New +$26.7K 0.01% 811

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

Farther Finance Advisors's DFNM Position: Q2 2026 in Review

Farther Finance Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 2% in Q2 2026, buying an estimated $37.1K and bringing the position to 38,480 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #784.

Farther Finance Advisors first reported a position in DFNM in Q1 2023 and has held it in 11 quarters since. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Farther Finance Advisors held 38,480 shares of Dimensional National Municipal Bond ETF worth $1.86M as of Q2 2026.
  • Farther Finance Advisors bought 770 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $37.1K.
  • Dimensional National Municipal Bond ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #784 holding.
  • Farther Finance Advisors first reported a position in Dimensional National Municipal Bond ETF in Q1 2023 and has held it in 11 quarters since.
  • 293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.