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

Kestra Advisory Services’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	$2.6M	Buy	53,730 +5,994	+13%	+$289K	0.01%	1190
2026 Q1	$2.29M	Buy	47,736 +18,501	+63%	+$897K	0.01%	1214
2025 Q4	$1.41M	Buy	+29,235	New	+$1.41M	0.01%	1433
2022 Q4	–	Sell	-13,050	Closed	-$609K	–	2273
2022 Q3	$609K	Buy	13,050 +4,226	+48%	+$203K	0.01%	1207
2022 Q2	$424K	Buy	8,824 +10	+0.1%	+$480	﹤0.01%	1420
2022 Q1	$427K	Buy	+8,814	New	+$435K	﹤0.01%	1381

Other funds holding DFNM

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Kestra Advisory Services's DFNM Position: Q2 2026 in Review

Kestra Advisory Services increased its Dimensional National Municipal Bond ETF (DFNM) stake by 13% in Q2 2026, buying an estimated $289K and bringing the position to 53,730 shares worth $2.6M. The position accounts for 0.01% of the portfolio, ranked #1190.

Kestra Advisory Services first reported a position in DFNM in Q1 2022 and has held it in 6 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Kestra Advisory Services held 53,730 shares of Dimensional National Municipal Bond ETF worth $2.6M as of Q2 2026.
Kestra Advisory Services bought 5,994 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $289K.
Dimensional National Municipal Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1190 holding.
Kestra Advisory Services first reported a position in Dimensional National Municipal Bond ETF in Q1 2022 and has held it in 6 quarters since.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.