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
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

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

Foster Group's DFNM Position: Q2 2026 in Review

Foster Group increased its Dimensional National Municipal Bond ETF (DFNM) stake by 1.6% in Q2 2026, buying an estimated $1.12M and bringing the position to 1,483,405 shares worth $71.7M. The position accounts for 1.91% of the portfolio, ranked #16.

Foster Group first reported a position in DFNM in Q4 2022 and has held it in 15 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Foster Group held 1,483,405 shares of Dimensional National Municipal Bond ETF worth $71.7M as of Q2 2026.
  • Foster Group bought 23,179 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $1.12M.
  • Dimensional National Municipal Bond ETF made up 1.91% of Foster Group's portfolio in Q2 2026, its #16 holding.
  • Foster Group first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.