Focus Partners Wealth
DFNM icon

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

Focus Partners Wealth’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 		$202M Buy
4,221,880
+558,962
+15% +$27.1M 0.23% 99
2025
Q4 		$176M Buy
3,662,918
+1,093,169
+43% +$52.7M 0.2% 107
2025
Q3 		$123M Buy
2,569,749
+479,262
+23% +$22.8M 0.2% 94
2025
Q2 		$99.2M Buy
2,090,487
+88,557
+4% +$4.18M 0.21% 100
2025
Q1 		$95.2M Buy
2,001,930
+73,017
+4% +$3.5M 0.24% 89
2024
Q4 		$92.1M Buy
1,928,913
+469,893
+32% +$22.6M 0.24% 89
2024
Q3 		$70.8M Buy
+1,459,020
New +$70.4M 0.23% 96

Other funds holding DFNM

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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 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 Wealth's DFNM Position: Q1 2026 in Review

Focus Partners Wealth increased its Dimensional National Municipal Bond ETF (DFNM) stake by 15% in Q1 2026, buying an estimated $27.1M and bringing the position to 4,221,880 shares worth $202M. The position accounts for 0.23% of the portfolio, ranked #99.

Focus Partners Wealth first reported a position in DFNM in Q3 2024 and has held it in 7 quarters since. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Focus Partners Wealth held 4,221,880 shares of Dimensional National Municipal Bond ETF worth $202M as of Q1 2026.
  • Focus Partners Wealth bought 558,962 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $27.1M.
  • Dimensional National Municipal Bond ETF made up 0.23% of Focus Partners Wealth's portfolio in Q1 2026, its #99 holding.
  • Focus Partners Wealth first reported a position in Dimensional National Municipal Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.