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 Q2	$79.6M	Buy	1,646,788 +443,437	+37%	+$21.4M	0.67%	26
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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Focus Partners Advisor Solutions's DFNM Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Dimensional National Municipal Bond ETF (DFNM) stake by 37% in Q2 2026, buying an estimated $21.4M and bringing the position to 1,646,788 shares worth $79.6M. The position accounts for 0.67% of the portfolio, ranked #26.

Focus Partners Advisor Solutions first reported a position in DFNM in Q3 2023 and has held it in 10 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Focus Partners Advisor Solutions held 1,646,788 shares of Dimensional National Municipal Bond ETF worth $79.6M as of Q2 2026.
Focus Partners Advisor Solutions bought 443,437 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $21.4M.
Dimensional National Municipal Bond ETF made up 0.67% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #26 holding.
Focus Partners Advisor Solutions first reported a position in Dimensional National Municipal Bond ETF in Q3 2023 and has held it in 10 quarters since.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.