JY
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Jeff Yass’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Jeff Yass’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 		– Sell
-21,351
Closed -$1.02M – 13593
2026
Q1 		$1.02M Buy
+21,351
New +$1.03M ﹤0.01% 7826
2023
Q4 		– Sell
-103,704
Closed -$4.82M – 12504
2023
Q3 		$4.82M Buy
+103,704
New +$4.91M ﹤0.01% 3595
2022
Q4 		– Sell
-7,161
Closed -$334K – 12648
2022
Q3 		$334K Buy
+7,161
New +$345K ﹤0.01% 9506

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

Jeff Yass's DFNM Position: Q2 2026 in Review

Jeff Yass sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2026, closing a stake of 21,351 shares — an estimated $1.02M sold.

Jeff Yass first reported a position in DFNM in Q3 2022 and held it in 3 quarters. The position peaked at $4.82M in Q3 2023. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Jeff Yass reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 21,351 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $1.02M.
  • Jeff Yass first reported a position in Dimensional National Municipal Bond ETF in Q3 2022 and held it in 3 quarters.
  • Jeff Yass's Dimensional National Municipal Bond ETF position peaked at $4.82M in Q3 2023.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.