Financial Engines Advisors
DFNM icon

Financial Engines Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Financial Engines 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 		$2.75M Buy
56,893
+8,493
+18% +$410K ﹤0.01% 207
2026
Q1 		$2.32M Hold
48,400
– – ﹤0.01% 212
2025
Q4 		$2.33M Buy
48,400
+226
+0.5% +$10.9K ﹤0.01% 222
2025
Q3 		$2.31M Buy
48,174
+13,145
+38% +$625K ﹤0.01% 216
2025
Q2 		$1.66M Sell
35,029
-35,029
-50% -$1.66M ﹤0.01% 238
2025
Q1 		$3.33M Buy
70,058
+10,722
+18% +$513K 0.01% 159
2024
Q4 		$2.83M Buy
59,336
+29,668
+100% +$1.43M 0.01% 179
2024
Q3 		$1.44M Buy
+29,668
New +$1.43M ﹤0.01% 206

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 $7.88B AUM 10.78% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 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

Financial Engines Advisors's DFNM Position: Q2 2026 in Review

Financial Engines Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 18% in Q2 2026, buying an estimated $410K and bringing the position to 56,893 shares worth $2.75M. The position accounts for ﹤0.01% of the portfolio, ranked #207.

Financial Engines Advisors first reported a position in DFNM in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.33M in Q1 2025. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Financial Engines Advisors held 56,893 shares of Dimensional National Municipal Bond ETF worth $2.75M as of Q2 2026.
  • Financial Engines Advisors bought 8,493 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $410K.
  • Dimensional National Municipal Bond ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #207 holding.
  • Financial Engines Advisors first reported a position in Dimensional National Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Financial Engines Advisors's Dimensional National Municipal Bond ETF position peaked at $3.33M in Q1 2025.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.