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

HFM 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	$20.7M	Buy	428,712 +70,524	+20%	+$3.4M	7.27%	4
2026 Q1	$17.2M	Sell	358,188 -8,545	-2%	-$414K	6.6%	5
2025 Q4	$17.7M	Sell	366,733 -8,391	-2%	-$404K	6.91%	4
2025 Q3	$18M	Buy	375,124 +5,048	+1%	+$240K	7.3%	4
2025 Q2	$17.6M	Buy	370,076 +5,415	+1%	+$256K	7.72%	4
2025 Q1	$17.3M	Buy	+364,661	New	+$17.5M	8.41%	4

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

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

HFM Investment Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 20% in Q2 2026, buying an estimated $3.4M and bringing the position to 428,712 shares worth $20.7M. The position accounts for 7.27% of the portfolio, ranked #4.

HFM Investment Advisors first reported a position in DFNM in Q1 2025 and has held it in 6 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

HFM Investment Advisors held 428,712 shares of Dimensional National Municipal Bond ETF worth $20.7M as of Q2 2026.
HFM Investment Advisors bought 70,524 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $3.4M.
Dimensional National Municipal Bond ETF made up 7.27% of HFM Investment Advisors's portfolio in Q2 2026, its #4 holding.
HFM Investment Advisors first reported a position in Dimensional National Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.