FG
DFNM icon

Foster Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Foster Group’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
Q3 		$60.6M Sell
1,317,383
-166,022
-11% -$7.88M 1.65% 19
2026
Q2 		$71.7M Buy
1,483,405
+23,179
+2% +$1.12M 1.91% 16
2026
Q1 		$70M Sell
1,460,226
-5,549
-0.4% -$269K 2.08% 15
2025
Q4 		$70.6M Sell
1,465,775
-25,508
-2% -$1.23M 2.13% 15
2025
Q3 		$71.6M Sell
1,491,283
-12,119
-0.8% -$576K 2.25% 15
2025
Q2 		$71.3M Buy
1,503,402
+399,029
+36% +$18.9M 2.44% 12
2025
Q1 		$52.5M Sell
1,104,373
-39,695
-3% -$1.9M 1.97% 16
2024
Q4 		$54.7M Sell
1,144,068
-49,671
-4% -$2.39M 2.08% 16
2024
Q3 		$57.9M Sell
1,193,739
-25,762
-2% -$1.24M 2.16% 14
2024
Q2 		$58.3M Sell
1,219,501
-37,384
-3% -$1.79M 2.29% 12
2024
Q1 		$60.4M Buy
1,256,885
+1,160,025
+1,198% +$56M 3% 10
2023
Q4 		$4.5M Hold
96,860
– – 0.28% 37
2023
Q3 		$4.5M Sell
96,860
-127
-0.1% -$6.01K 0.28% 37
2023
Q2 		$4.62M Buy
96,987
+10
+0% +$478 0.28% 36
2023
Q1 		$4.69M Buy
96,977
+392
+0.4% +$18.8K 0.3% 35
2022
Q4 		$4.62M Buy
+96,585
New +$4.56M 0.35% 31

Other funds holding DFNM

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
OFI
Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
2L
25 LLC St. Louis, Missouri $367M AUM 10.52% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Foster Group's DFNM Position: Q3 2026 in Review

Foster Group reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 11% in Q3 2026, selling an estimated $7.88M and leaving 1,317,383 shares worth $60.6M. The position accounts for 1.65% of the portfolio, ranked #19.

Foster Group first reported a position in DFNM in Q4 2022 and has held it in 16 quarters since. The position peaked at $71.7M in Q2 2026. 23 funds tracked by Wall St. Rank hold DFNM as of Q3 2026.

  • Foster Group held 1,317,383 shares of Dimensional National Municipal Bond ETF worth $60.6M as of Q3 2026.
  • Foster Group sold 166,022 Dimensional National Municipal Bond ETF shares in Q3 2026, an estimated $7.88M.
  • Dimensional National Municipal Bond ETF made up 1.65% of Foster Group's portfolio in Q3 2026, its #19 holding.
  • Foster Group first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Foster Group's Dimensional National Municipal Bond ETF position peaked at $71.7M in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.