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

Glass Jacobson 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
Q1 		$584K Buy
12,190
+2,133
+21% +$103K 0.2% 107
2025
Q4 		$484K Buy
10,057
+92
+0.9% +$4.43K 0.17% 115
2025
Q3 		$478K Buy
9,965
+1,125
+13% +$53.5K 0.17% 122
2025
Q2 		$419K Buy
8,840
+299
+4% +$14.1K 0.16% 130
2025
Q1 		$408K Hold
8,541
– – 0.13% 167
2024
Q4 		$408K Buy
8,541
+574
+7% +$27.6K 0.13% 167
2024
Q3 		$387K Buy
7,967
+572
+8% +$27.6K 0.13% 164
2024
Q2 		$353K Buy
7,395
+572
+8% +$27.3K 0.13% 171
2024
Q1 		$328K Buy
6,823
+2,617
+62% +$126K 0.12% 172
2023
Q4 		$204K Buy
4,206
+3,673
+689% +$174K 0.08% 202
2023
Q3 		$24.8K Buy
+533
New +$25.2K 0.01% 406

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
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

Glass Jacobson Investment Advisors's DFNM Position: Q1 2026 in Review

Glass Jacobson Investment Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 21% in Q1 2026, buying an estimated $103K and bringing the position to 12,190 shares worth $584K. The position accounts for 0.2% of the portfolio, ranked #107.

Glass Jacobson Investment Advisors first reported a position in DFNM in Q3 2023 and has held it in 11 quarters since. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Glass Jacobson Investment Advisors held 12,190 shares of Dimensional National Municipal Bond ETF worth $584K as of Q1 2026.
  • Glass Jacobson Investment Advisors bought 2,133 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $103K.
  • Dimensional National Municipal Bond ETF made up 0.2% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #107 holding.
  • Glass Jacobson Investment Advisors first reported a position in Dimensional National Municipal Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.