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Maryland Capital Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Maryland Capital Advisors’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 		$7.21M Buy
+149,261
New +$7.2M 2.31% 11
2025
Q4 		$7.09M Buy
147,095
+11,148
+8% +$537K 2.4% 11
2025
Q3 		$6.52M Buy
135,947
+9,174
+7% +$436K 2.33% 11
2025
Q2 		$6.01M Sell
126,773
-56,197
-31% -$2.66M 2.36% 11
2025
Q1 		$8.7M Sell
182,970
-6,207
-3% -$297K 3.84% 7
2024
Q4 		$9.04M Buy
189,177
+5,632
+3% +$271K 4.19% 6
2024
Q3 		$8.91M Sell
183,545
-381
-0.2% -$18.4K 4.33% 6
2024
Q2 		$8.79M Buy
183,926
+5,725
+3% +$274K 4.73% 6
2024
Q1 		$8.57M Buy
178,201
+268
+0.2% +$12.9K 5.32% 5
2023
Q4 		$8.63M Sell
177,933
-6,035
-3% -$285K 5.7% 4
2023
Q3 		$8.55M Sell
183,968
-1,405
-0.8% -$66.5K 6.53% 5
2023
Q2 		$8.83M Buy
185,373
+26,950
+17% +$1.29M 7.09% 3
2023
Q1 		$7.65M Buy
158,423
+10,659
+7% +$513K 6.76% 4
2022
Q4 		$7.06M Buy
+147,764
New +$6.98M 6.6% 4

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

Maryland Capital Advisors's DFNM Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in Dimensional National Municipal Bond ETF (DFNM) in Q2 2026: 149,261 shares worth $7.21M. The stake represents 2.31% of the portfolio and ranks #11 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in DFNM as recently as Q4 2025.

Maryland Capital Advisors first reported a position in DFNM in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.04M in Q4 2024. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Maryland Capital Advisors held 149,261 shares of Dimensional National Municipal Bond ETF worth $7.21M as of Q2 2026.
  • Dimensional National Municipal Bond ETF was a new Maryland Capital Advisors position in Q2 2026.
  • Dimensional National Municipal Bond ETF made up 2.31% of Maryland Capital Advisors's portfolio in Q2 2026, its #11 holding.
  • Maryland Capital Advisors first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Maryland Capital Advisors's Dimensional National Municipal Bond ETF position peaked at $9.04M in Q4 2024.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.