HighTower Advisors
DFNM icon

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

HighTower 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 		$14M Sell
290,185
-299,255
-51% -$14.4M 0.01% 788
2026
Q1 		$28.3M Sell
589,440
-107,206
-15% -$5.2M 0.03% 506
2025
Q4 		$33.6M Buy
696,646
+81,158
+13% +$3.91M 0.04% 456
2025
Q3 		$29.5M Buy
615,488
+36,934
+6% +$1.76M 0.03% 484
2025
Q2 		$27.4M Buy
578,554
+28,575
+5% +$1.35M 0.03% 475
2025
Q1 		$26.2M Buy
549,979
+199,321
+57% +$9.54M 0.04% 461
2024
Q4 		$16.8M Buy
350,658
+114,236
+48% +$5.5M 0.02% 577
2024
Q3 		$11.5M Buy
236,422
+15,430
+7% +$744K 0.02% 702
2024
Q2 		$10.6M Buy
220,992
+18,693
+9% +$893K 0.02% 699
2024
Q1 		$9.73M Buy
202,299
+182,389
+916% +$8.8M 0.02% 708
2023
Q4 		$966K Buy
+19,910
New +$940K ﹤0.01% 1856
2023
Q2 		– Sell
-11,747
Closed -$568K – 3497
2023
Q1 		$568K Buy
+11,747
New +$565K ﹤0.01% 2024

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

HighTower Advisors's DFNM Position: Q2 2026 in Review

HighTower Advisors reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 51% in Q2 2026, selling an estimated $14.4M and leaving 290,185 shares worth $14M. The position accounts for 0.01% of the portfolio, ranked #788.

HighTower Advisors first reported a position in DFNM in Q1 2023 and has held it in 12 quarters since. The position peaked at $33.6M in Q4 2025. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • HighTower Advisors held 290,185 shares of Dimensional National Municipal Bond ETF worth $14M as of Q2 2026.
  • HighTower Advisors sold 299,255 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $14.4M.
  • Dimensional National Municipal Bond ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #788 holding.
  • HighTower Advisors first reported a position in Dimensional National Municipal Bond ETF in Q1 2023 and has held it in 12 quarters since.
  • HighTower Advisors's Dimensional National Municipal Bond ETF position peaked at $33.6M in Q4 2025.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.