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Five Oceans Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Five Oceans 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 		$416K Sell
8,605
-1,015
-11% -$48.9K 0.13% 97
2026
Q1 		$461K Hold
9,620
– – 0.17% 74
2025
Q4 		$463K Hold
9,620
– – 0.16% 73
2025
Q3 		$462K Hold
9,620
– – 0.17% 69
2025
Q2 		$456K Hold
9,620
– – 0.19% 72
2025
Q1 		$458K Sell
9,620
-6,102
-39% -$292K 0.22% 66
2024
Q4 		$751K Hold
15,722
– – 0.34% 46
2024
Q3 		$763K Hold
15,722
– – 0.37% 50
2024
Q2 		$751K Hold
15,722
– – 0.39% 45
2024
Q1 		$756K Hold
15,722
– – 0.39% 49
2023
Q4 		$763K Buy
15,722
+64
+0.4% +$3.02K 0.43% 50
2023
Q3 		$728K Hold
15,658
– – 0.47% 46
2023
Q2 		$746K Sell
15,658
-6,129
-28% -$293K 0.48% 45
2023
Q1 		$1.05M Hold
21,787
– – 0.68% 30
2022
Q4 		$1.04M Sell
21,787
-979
-4% -$46.3K 0.72% 24
2022
Q3 		$1.06M Sell
22,766
-667
-3% -$32.1K 0.84% 23
2022
Q2 		$1.13M Buy
+23,433
New +$1.12M 0.84% 26

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

Five Oceans Advisors's DFNM Position: Q2 2026 in Review

Five Oceans Advisors reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 11% in Q2 2026, selling an estimated $48.9K and leaving 8,605 shares worth $416K. The position accounts for 0.13% of the portfolio, ranked #97.

Five Oceans Advisors first reported a position in DFNM in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.13M in Q2 2022. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Five Oceans Advisors held 8,605 shares of Dimensional National Municipal Bond ETF worth $416K as of Q2 2026.
  • Five Oceans Advisors sold 1,015 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $48.9K.
  • Dimensional National Municipal Bond ETF made up 0.13% of Five Oceans Advisors's portfolio in Q2 2026, its #97 holding.
  • Five Oceans Advisors first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Five Oceans Advisors's Dimensional National Municipal Bond ETF position peaked at $1.13M in Q2 2022.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.