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Larson Financial Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Larson Financial 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
Q2 		$7.49K Buy
155
+30
+24% +$1.45K ﹤0.01% 2569
2026
Q1 		$5.99K Hold
125
– – ﹤0.01% 2507
2025
Q4 		$6.02K Buy
+125
New +$6.02K ﹤0.01% 2380

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

Larson Financial Group's DFNM Position: Q2 2026 in Review

Larson Financial Group increased its Dimensional National Municipal Bond ETF (DFNM) stake by 24% in Q2 2026, buying an estimated $1.45K and bringing the position to 155 shares worth $7.49K. The position accounts for ﹤0.01% of the portfolio, ranked #2569.

Larson Financial Group first reported a position in DFNM in Q4 2025 and has held it in 3 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Larson Financial Group held 155 shares of Dimensional National Municipal Bond ETF worth $7.49K as of Q2 2026.
  • Larson Financial Group bought 30 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $1.45K.
  • Dimensional National Municipal Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2569 holding.
  • Larson Financial Group first reported a position in Dimensional National Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

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