Mercer Global Advisors
DFNM icon

Mercer Global Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Mercer Global 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 		$5.76M Buy
119,155
+30,888
+35% +$1.49M 0.01% 816
2026
Q1 		$4.23M Buy
88,267
+52,073
+144% +$2.52M 0.01% 834
2025
Q4 		$1.74M Buy
36,194
+10,377
+40% +$500K ﹤0.01% 1175
2025
Q3 		$1.24M Buy
25,817
+1,718
+7% +$81.7K ﹤0.01% 1267
2025
Q2 		$1.14M Buy
24,099
+662
+3% +$31.3K ﹤0.01% 1147
2025
Q1 		$1.11M Sell
23,437
-2,117
-8% -$101K ﹤0.01% 1089
2024
Q4 		$1.22M Sell
25,554
-7,453
-23% -$359K ﹤0.01% 1016
2024
Q3 		$1.6M Sell
33,007
-1,222
-4% -$58.9K ﹤0.01% 836
2024
Q2 		$1.64M Sell
34,229
-39,782
-54% -$1.9M ﹤0.01% 773
2024
Q1 		$3.56M Sell
74,011
-4,518
-6% -$218K 0.01% 557
2023
Q4 		$3.81M Sell
78,529
-23,753
-23% -$1.12M 0.01% 541
2023
Q3 		$4.75M Buy
+102,282
New +$4.84M 0.02% 453

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

Mercer Global Advisors's DFNM Position: Q2 2026 in Review

Mercer Global Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 35% in Q2 2026, buying an estimated $1.49M and bringing the position to 119,155 shares worth $5.76M. The position accounts for 0.01% of the portfolio, ranked #816.

Mercer Global Advisors first reported a position in DFNM in Q3 2023 and has held it in 12 quarters since. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Mercer Global Advisors held 119,155 shares of Dimensional National Municipal Bond ETF worth $5.76M as of Q2 2026.
  • Mercer Global Advisors bought 30,888 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $1.49M.
  • Dimensional National Municipal Bond ETF made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #816 holding.
  • Mercer Global Advisors first reported a position in Dimensional National Municipal Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.