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
Q3 		$2.72M Buy
59,157
+20,677
+54% +$982K 0.02% 639
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
OFI
Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
2L
25 LLC St. Louis, Missouri $367M AUM 10.52% 1-Year Est. Return

Farther Finance Advisors's DFNM Position: Q3 2026 in Review

Farther Finance Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 54% in Q3 2026, buying an estimated $982K and bringing the position to 59,157 shares worth $2.72M. The position accounts for 0.02% of the portfolio, ranked #639.

Farther Finance Advisors first reported a position in DFNM in Q1 2023 and has held it in 12 quarters since. 25 funds tracked by Wall St. Rank hold DFNM as of Q3 2026.

  • Farther Finance Advisors held 59,157 shares of Dimensional National Municipal Bond ETF worth $2.72M as of Q3 2026.
  • Farther Finance Advisors bought 20,677 Dimensional National Municipal Bond ETF shares in Q3 2026, an estimated $982K.
  • Dimensional National Municipal Bond ETF made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #639 holding.
  • Farther Finance Advisors first reported a position in Dimensional National Municipal Bond ETF in Q1 2023 and has held it in 12 quarters since.
  • 25 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.