MT
DFNM icon

Midwest Trust’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Midwest Trust’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 		$327K Sell
6,769
-113
-2% -$5.45K ﹤0.01% 513
2026
Q1 		$330K Hold
6,882
– – ﹤0.01% 500
2025
Q4 		$332K Sell
6,882
-64
-0.9% -$3.08K ﹤0.01% 495
2025
Q3 		$333K Sell
6,946
-318
-4% -$15.1K ﹤0.01% 492
2025
Q2 		$345K Buy
+7,264
New +$343K ﹤0.01% 493

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

Midwest Trust's DFNM Position: Q2 2026 in Review

Midwest Trust reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 1.6% in Q2 2026, selling an estimated $5.45K and leaving 6,769 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Midwest Trust first reported a position in DFNM in Q2 2025 and has held it in 5 quarters since. The position peaked at $345K in Q2 2025. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Midwest Trust held 6,769 shares of Dimensional National Municipal Bond ETF worth $327K as of Q2 2026.
  • Midwest Trust sold 113 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $5.45K.
  • Dimensional National Municipal Bond ETF made up ﹤0.01% of Midwest Trust's portfolio in Q2 2026, its #513 holding.
  • Midwest Trust first reported a position in Dimensional National Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's Dimensional National Municipal Bond ETF position peaked at $345K in Q2 2025.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.