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

IFP 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 		$1.6M Buy
33,152
+9,871
+42% +$476K 0.03% 560
2026
Q1 		$1.12M Buy
23,281
+38
+0.2% +$1.84K 0.02% 645
2025
Q4 		$1.12M Buy
23,243
+20
+0.1% +$964 0.03% 609
2025
Q3 		$1.11M Buy
23,223
+12,592
+118% +$599K 0.03% 561
2025
Q2 		$504K Buy
10,631
+9,822
+1,214% +$464K 0.01% 832
2025
Q1 		$38.5K Buy
809
+8
+1% +$383 ﹤0.01% 2017
2024
Q4 		$38.3K Buy
801
+109
+16% +$5.25K ﹤0.01% 1950
2024
Q3 		$33.6K Buy
692
+2
+0.3% +$96 ﹤0.01% 1902
2024
Q2 		$33K Buy
690
+64
+10% +$3.06K ﹤0.01% 1845
2024
Q1 		$30.1K Hold
626
– – ﹤0.01% 1789
2023
Q4 		$30.3K Sell
626
-2,712
-81% -$128K ﹤0.01% 1757
2023
Q3 		$155K Sell
3,338
-1,996
-37% -$94.4K 0.01% 1082
2023
Q2 		$254K Sell
5,334
-103
-2% -$4.93K 0.01% 911
2023
Q1 		$273K Sell
5,437
-1,563
-22% -$75.2K 0.01% 818
2022
Q4 		$352K Buy
7,000
+61
+0.9% +$2.88K 0.01% 1066
2022
Q3 		$351K Buy
6,939
+1,909
+38% +$91.8K 0.01% 1101
2022
Q2 		$253K Hold
5,030
– – 0.01% 1164
2022
Q1 		$253K Buy
5,030
+4,632
+1,164% +$229K 0.01% 1164
2021
Q4 		$20K Buy
+398
New +$20K ﹤0.01% 1941

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

IFP Advisors's DFNM Position: Q2 2026 in Review

IFP Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 42% in Q2 2026, buying an estimated $476K and bringing the position to 33,152 shares worth $1.6M. The position accounts for 0.03% of the portfolio, ranked #560.

IFP Advisors first reported a position in DFNM in Q4 2021 and has held it in 19 quarters since. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • IFP Advisors held 33,152 shares of Dimensional National Municipal Bond ETF worth $1.6M as of Q2 2026.
  • IFP Advisors bought 9,871 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $476K.
  • Dimensional National Municipal Bond ETF made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #560 holding.
  • IFP Advisors first reported a position in Dimensional National Municipal Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.