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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
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

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

Mather Group's DFNM Position: Q2 2026 in Review

Mather Group reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 29% in Q2 2026, selling an estimated $578K and leaving 28,854 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #322.

Mather Group first reported a position in DFNM in Q2 2022 and has held it in 17 quarters since. The position peaked at $13.3M in Q1 2023. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Mather Group held 28,854 shares of Dimensional National Municipal Bond ETF worth $1.39M as of Q2 2026.
  • Mather Group sold 11,985 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $578K.
  • Dimensional National Municipal Bond ETF made up 0.01% of Mather Group's portfolio in Q2 2026, its #322 holding.
  • Mather Group first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Mather Group's Dimensional National Municipal Bond ETF position peaked at $13.3M in Q1 2023.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.