MAM
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Mainsail Asset Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Mainsail Asset Management’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 		$4.86M Buy
101,469
+588
+0.6% +$28.5K 2.18% 9
2025
Q4 		$4.86M Buy
+100,881
New +$4.86M 2.08% 9

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GM
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

Mainsail Asset Management's DFNM Position: Q1 2026 in Review

Mainsail Asset Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 0.58% in Q1 2026, buying an estimated $28.5K and bringing the position to 101,469 shares worth $4.86M. The position accounts for 2.18% of the portfolio, ranked #9.

Mainsail Asset Management first reported a position in DFNM in Q4 2025 and has held it in 2 quarters since. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Mainsail Asset Management held 101,469 shares of Dimensional National Municipal Bond ETF worth $4.86M as of Q1 2026.
  • Mainsail Asset Management bought 588 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $28.5K.
  • Dimensional National Municipal Bond ETF made up 2.18% of Mainsail Asset Management's portfolio in Q1 2026, its #9 holding.
  • Mainsail Asset Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Mainsail Asset Management's 13F filing for Q1 2026, filed 13 May 2026.