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Focus Partners Advisor Solutions’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Focus Partners Advisor Solutions’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 		$57.5M Buy
1,203,351
+1,194,940
+14,207% +$57.9M 0.58% 30
2025
Q4 		$405K Sell
8,411
-822,317
-99% -$39.6M 0.01% 789
2025
Q3 		$39.9M Buy
830,728
+136,333
+20% +$6.48M 0.45% 38
2025
Q2 		$32.9M Sell
694,395
-73,359
-10% -$3.47M 0.44% 35
2025
Q1 		$36.5M Buy
767,754
+299,407
+64% +$14.3M 0.56% 31
2024
Q4 		$22.4M Buy
468,347
+214,093
+84% +$10.3M 0.38% 38
2024
Q3 		$12.3M Buy
+254,254
New +$12.3M 0.26% 51
2024
Q1 		– Sell
-79,589
Closed -$3.86M – 613
2023
Q4 		$3.86M Buy
79,589
+41,891
+111% +$1.98M 0.19% 58
2023
Q3 		$1.75M Buy
+37,698
New +$1.78M 0.08% 115

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Focus Partners Advisor Solutions's DFNM Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its Dimensional National Municipal Bond ETF (DFNM) stake by 14,207% in Q1 2026, buying an estimated $57.9M and bringing the position to 1,203,351 shares worth $57.5M. The position accounts for 0.58% of the portfolio, ranked #30.

Focus Partners Advisor Solutions first reported a position in DFNM in Q3 2023 and has held it in 9 quarters since. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Focus Partners Advisor Solutions held 1,203,351 shares of Dimensional National Municipal Bond ETF worth $57.5M as of Q1 2026.
  • Focus Partners Advisor Solutions bought 1,194,940 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $57.9M.
  • Dimensional National Municipal Bond ETF made up 0.58% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #30 holding.
  • Focus Partners Advisor Solutions first reported a position in Dimensional National Municipal Bond ETF in Q3 2023 and has held it in 9 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.