Jones Financial Companies
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Jones Financial Companies’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Jones Financial Companies’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 		$1.82M Buy
37,640
+8,683
+30% +$419K ﹤0.01% 1621
2026
Q1 		$1.38M Buy
28,957
+2,273
+9% +$110K ﹤0.01% 1589
2025
Q4 		$1.29M Buy
26,684
+16,704
+167% +$805K ﹤0.01% 1134
2025
Q3 		$478K Sell
9,980
-1,253
-11% -$59.6K ﹤0.01% 1411
2025
Q2 		$532K Buy
11,233
+6,913
+160% +$327K ﹤0.01% 1255
2025
Q1 		$205K Buy
4,320
+2,888
+202% +$138K ﹤0.01% 1483
2024
Q4 		$68.4K Buy
1,432
+32
+2% +$1.54K ﹤0.01% 1769
2024
Q3 		$67.9K Hold
1,400
– – ﹤0.01% 1525
2024
Q2 		$66.9K Buy
+1,400
New +$66.9K ﹤0.01% 1162

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

Jones Financial Companies's DFNM Position: Q2 2026 in Review

Jones Financial Companies increased its Dimensional National Municipal Bond ETF (DFNM) stake by 30% in Q2 2026, buying an estimated $419K and bringing the position to 37,640 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

Jones Financial Companies first reported a position in DFNM in Q2 2024 and has held it in 9 quarters since. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Jones Financial Companies held 37,640 shares of Dimensional National Municipal Bond ETF worth $1.82M as of Q2 2026.
  • Jones Financial Companies bought 8,683 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $419K.
  • Dimensional National Municipal Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1621 holding.
  • Jones Financial Companies first reported a position in Dimensional National Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.