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Foundations Investment Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Foundations Investment Advisors’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 		$508K Buy
10,502
+1,925
+22% +$92.8K 0.01% 776
2026
Q1 		$411K Sell
8,577
-3,209
-27% -$156K 0.01% 778
2025
Q4 		$568K Buy
11,786
+3,688
+46% +$178K 0.01% 676
2025
Q3 		$389K Buy
+8,098
New +$385K 0.01% 745

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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 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

Foundations Investment Advisors's DFNM Position: Q2 2026 in Review

Foundations Investment Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 22% in Q2 2026, buying an estimated $92.8K and bringing the position to 10,502 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #776.

Foundations Investment Advisors first reported a position in DFNM in Q3 2025 and has held it in 4 quarters since. The position peaked at $568K in Q4 2025. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Foundations Investment Advisors held 10,502 shares of Dimensional National Municipal Bond ETF worth $508K as of Q2 2026.
  • Foundations Investment Advisors bought 1,925 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $92.8K.
  • Dimensional National Municipal Bond ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #776 holding.
  • Foundations Investment Advisors first reported a position in Dimensional National Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Foundations Investment Advisors's Dimensional National Municipal Bond ETF position peaked at $568K in Q4 2025.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.