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

Investmark Advisory 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 Q1	$1.07M	Hold	22,254	–	–	0.46%	51
2025 Q4	$1.07M	Buy	22,254 +170	+0.8%	+$8.19K	0.46%	51
2025 Q3	$1.06M	Hold	22,084	–	–	0.46%	49
2025 Q2	$1.05M	Hold	22,084	–	–	0.49%	48
2025 Q1	$1.05M	Hold	22,084	–	–	0.52%	41
2024 Q4	$1.05M	Buy	22,084 +356	+2%	+$17.1K	0.52%	44
2024 Q3	$1.05M	Hold	21,728	–	–	0.51%	44
2024 Q2	$1.04M	Buy	21,728 +209	+1%	+$9.98K	0.55%	42
2024 Q1	$1.03M	Buy	21,519 +375	+2%	+$18.1K	0.57%	44
2023 Q4	$1.03M	Buy	+21,144	New	+$999K	0.6%	43

Other funds holding DFNM

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

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

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

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Investmark Advisory Group's DFNM Position: Q1 2026 in Review

Investmark Advisory Group held its Dimensional National Municipal Bond ETF (DFNM) position steady in Q1 2026 at 22,254 shares worth $1.07M. The position accounts for 0.46% of the portfolio, ranked #51.

Investmark Advisory Group first reported a position in DFNM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.07M in Q4 2025. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

Investmark Advisory Group held 22,254 shares of Dimensional National Municipal Bond ETF worth $1.07M as of Q1 2026.
Investmark Advisory Group left its Dimensional National Municipal Bond ETF share count unchanged in Q1 2026.
Dimensional National Municipal Bond ETF made up 0.46% of Investmark Advisory Group's portfolio in Q1 2026, its #51 holding.
Investmark Advisory Group first reported a position in Dimensional National Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
Investmark Advisory Group's Dimensional National Municipal Bond ETF position peaked at $1.07M in Q4 2025.
276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.