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DFNM icon

Friday Financial’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Friday Financial’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 		$3.05M Buy
65,899
+49,182
+294% +$2.34M 0.6% 28
2026
Q2 		$807K Buy
16,717
+2,911
+21% +$140K 0.22% 57
2026
Q1 		$662K Sell
13,806
-1,376
-9% -$66.7K 0.23% 50
2025
Q4 		$731K Buy
15,182
+481
+3% +$23.2K 0.26% 50
2025
Q3 		$705K Buy
14,701
+973
+7% +$46.3K 0.3% 44
2025
Q2 		$651K Sell
13,728
-431
-3% -$20.4K 0.33% 43
2025
Q1 		$675K Hold
14,159
– – 0.4% 36
2024
Q4 		$676K Buy
+14,159
New +$681K 0.47% 36

Other funds holding DFNM

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 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
E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 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

Friday Financial's DFNM Position: Q3 2026 in Review

Friday Financial increased its Dimensional National Municipal Bond ETF (DFNM) stake by 294% in Q3 2026, buying an estimated $2.34M and bringing the position to 65,899 shares worth $3.05M. The position accounts for 0.6% of the portfolio, ranked #28.

Friday Financial first reported a position in DFNM in Q4 2024 and has held it in 8 quarters since. 31 funds tracked by Wall St. Rank hold DFNM as of Q3 2026.

  • Friday Financial held 65,899 shares of Dimensional National Municipal Bond ETF worth $3.05M as of Q3 2026.
  • Friday Financial bought 49,182 Dimensional National Municipal Bond ETF shares in Q3 2026, an estimated $2.34M.
  • Dimensional National Municipal Bond ETF made up 0.6% of Friday Financial's portfolio in Q3 2026, its #28 holding.
  • Friday Financial first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • 31 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.