Great Valley Advisor Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Great Valley Advisor 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	$1.66M	Buy	34,431 +108	+0.3%	+$5.21K	0.03%	447
2026 Q1	$1.65M	Buy	34,323 +485	+1%	+$23.5K	0.03%	415
2025 Q4	$1.63M	Buy	33,838 +128	+0.4%	+$6.17K	0.03%	386
2025 Q3	$1.62M	Buy	33,710 +25	+0.1%	+$1.19K	0.03%	384
2025 Q2	$1.6M	Buy	33,685 +376	+1%	+$17.8K	0.04%	358
2025 Q1	$1.58M	Buy	33,309 +344	+1%	+$16.5K	0.03%	358
2024 Q4	$1.57M	Buy	32,965 +1,654	+5%	+$79.6K	0.04%	353
2024 Q3	$1.52M	Buy	31,311 +241	+0.8%	+$11.6K	0.04%	351
2024 Q2	$1.48M	Buy	+31,070	New	+$1.48M	0.04%	313

Other funds holding DFNM

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Great Valley Advisor Group's DFNM Position: Q2 2026 in Review

Great Valley Advisor Group increased its Dimensional National Municipal Bond ETF (DFNM) stake by 0.31% in Q2 2026, buying an estimated $5.21K and bringing the position to 34,431 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #447.

Great Valley Advisor Group first reported a position in DFNM in Q2 2024 and has held it in 9 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Great Valley Advisor Group held 34,431 shares of Dimensional National Municipal Bond ETF worth $1.66M as of Q2 2026.
Great Valley Advisor Group bought 108 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $5.21K.
Dimensional National Municipal Bond ETF made up 0.03% of Great Valley Advisor Group's portfolio in Q2 2026, its #447 holding.
Great Valley Advisor Group first reported a position in Dimensional National Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.