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

Mather 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
Q3 		$1.41M Buy
30,659
+1,805
+6% +$85.7K 0.01% 316
2026
Q2 		$1.39M Sell
28,854
-11,985
-29% -$578K 0.01% 322
2026
Q1 		$1.96M Buy
40,839
+1,800
+5% +$87.2K 0.02% 231
2025
Q4 		$1.88M Buy
39,039
+1,269
+3% +$61.1K 0.02% 210
2025
Q3 		$1.81M Buy
37,770
+832
+2% +$39.6K 0.02% 208
2025
Q2 		$1.75M Sell
36,938
-13,171
-26% -$622K 0.02% 203
2025
Q1 		$2.38M Buy
50,109
+3,647
+8% +$175K 0.03% 169
2024
Q4 		$2.22M Sell
46,462
-3,120
-6% -$150K 0.03% 157
2024
Q3 		$2.41M Sell
49,582
-14,243
-22% -$687K 0.03% 154
2024
Q2 		$3.07M Sell
63,825
-2,190
-3% -$105K 0.04% 146
2024
Q1 		$3.2M Hold
66,015
– – 0.05% 123
2023
Q4 		$3.2M Sell
66,015
-181,995
-73% -$8.6M 0.05% 127
2023
Q3 		$11.5M Sell
248,010
-25,147
-9% -$1.19M 0.2% 55
2023
Q2 		$13M Sell
273,157
-2,474
-0.9% -$118K 0.21% 53
2023
Q1 		$13.3M Buy
275,631
+24,316
+10% +$1.17M 0.24% 42
2022
Q4 		$12M Buy
251,315
+194,042
+339% +$9.17M 0.23% 52
2022
Q3 		$2.67M Buy
57,273
+17,803
+45% +$857K 0.06% 111
2022
Q2 		$1.9M Buy
+39,470
New +$1.89M 0.04% 132

Other funds holding DFNM

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return
OFI
Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mather Group's DFNM Position: Q3 2026 in Review

Mather Group increased its Dimensional National Municipal Bond ETF (DFNM) stake by 6.3% in Q3 2026, buying an estimated $85.7K and bringing the position to 30,659 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #316.

Mather Group first reported a position in DFNM in Q2 2022 and has held it in 18 quarters since. The position peaked at $13.3M in Q1 2023. 37 funds tracked by Wall St. Rank hold DFNM as of Q3 2026.

  • Mather Group held 30,659 shares of Dimensional National Municipal Bond ETF worth $1.41M as of Q3 2026.
  • Mather Group bought 1,805 Dimensional National Municipal Bond ETF shares in Q3 2026, an estimated $85.7K.
  • Dimensional National Municipal Bond ETF made up 0.01% of Mather Group's portfolio in Q3 2026, its #316 holding.
  • Mather Group first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • Mather Group's Dimensional National Municipal Bond ETF position peaked at $13.3M in Q1 2023.
  • 37 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.