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IFG Advisory’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

IFG Advisory’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 		$354K Buy
+7,321
New +$353K 0.01% 700
2026
Q1 		– Sell
-6,984
Closed -$336K – 447
2025
Q4 		$336K Sell
6,984
-387
-5% -$18.6K 0.01% 608
2025
Q3 		$354K Sell
7,371
-52
-0.7% -$2.47K 0.02% 583
2025
Q2 		$352K Buy
7,423
+108
+1% +$5.1K 0.02% 562
2025
Q1 		$348K Buy
7,315
+683
+10% +$32.7K 0.02% 522
2024
Q4 		$317K Buy
+6,632
New +$319K 0.02% 530
2024
Q3 		– Sell
-6,328
Closed -$302K – 436
2024
Q2 		$302K Buy
+6,328
New +$302K 0.02% 513
2024
Q1 		– Sell
-5,186
Closed -$252K – 415
2023
Q4 		$252K Buy
5,186
+811
+19% +$38.3K 0.02% 506
2023
Q3 		$203K Buy
+4,375
New +$207K 0.02% 517

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

IFG Advisory's DFNM Position: Q2 2026 in Review

IFG Advisory opened a new position in Dimensional National Municipal Bond ETF (DFNM) in Q2 2026: 7,321 shares worth $354K. The stake represents 0.01% of the portfolio and ranks #700 among its holdings. This is a return to the name: IFG Advisory previously reported a position in DFNM as recently as Q4 2025.

IFG Advisory first reported a position in DFNM in Q3 2023 and has held it in 9 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • IFG Advisory held 7,321 shares of Dimensional National Municipal Bond ETF worth $354K as of Q2 2026.
  • Dimensional National Municipal Bond ETF was a new IFG Advisory position in Q2 2026.
  • Dimensional National Municipal Bond ETF made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #700 holding.
  • IFG Advisory first reported a position in Dimensional National Municipal Bond ETF in Q3 2023 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 IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.