GRP
DFNM icon

Global Retirement Partners’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Global Retirement Partners’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 		$104K Buy
+2,150
New +$104K ﹤0.01% 2031
2025
Q4 		$58.5K Buy
1,215
+139
+13% +$6.7K ﹤0.01% 2256
2025
Q3 		$51.6K Sell
1,076
-71
-6% -$3.38K ﹤0.01% 1868
2025
Q2 		$54.4K Buy
+1,147
New +$54.2K ﹤0.01% 1724
2024
Q4 		$45.9K Hold
961
– – ﹤0.01% 1653
2024
Q3 		$46.6K Hold
961
– – ﹤0.01% 1593
2024
Q2 		$45.9K Hold
961
– – ﹤0.01% 1586
2024
Q1 		$46.2K Hold
961
– – ﹤0.01% 1449
2023
Q4 		$46.5K Sell
961
-23
-2% -$1.09K ﹤0.01% 1406
2023
Q3 		$45.6K Buy
984
+199
+25% +$9.41K ﹤0.01% 1322
2023
Q2 		$37.4K Sell
785
-92
-10% -$4.4K ﹤0.01% 1414
2023
Q1 		$42.1K Buy
877
+5
+0.6% +$240 ﹤0.01% 1316
2022
Q4 		$41.7K Hold
872
– – ﹤0.01% 1169
2022
Q3 		$41K Sell
872
-34
-4% -$1.64K ﹤0.01% 1098
2022
Q2 		$44K Hold
906
– – ﹤0.01% 1039
2022
Q1 		$43K Buy
+906
New +$44.8K ﹤0.01% 1046

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

Global Retirement Partners's DFNM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Dimensional National Municipal Bond ETF (DFNM) in Q2 2026: 2,150 shares worth $104K. The stake represents ﹤0.01% of the portfolio and ranks #2031 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DFNM as recently as Q4 2025.

Global Retirement Partners first reported a position in DFNM in Q1 2022 and has held it in 16 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Global Retirement Partners held 2,150 shares of Dimensional National Municipal Bond ETF worth $104K as of Q2 2026.
  • Dimensional National Municipal Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • Dimensional National Municipal Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2031 holding.
  • Global Retirement Partners first reported a position in Dimensional National Municipal Bond ETF in Q1 2022 and has held it in 16 quarters since.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.