MML Investors Services
DFNM icon

MML Investors Services’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

MML Investors Services’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 		$826K Buy
17,081
+4,473
+35% +$216K ﹤0.01% 2121
2026
Q1 		$604K Buy
12,608
+145
+1% +$7.03K ﹤0.01% 2108
2025
Q4 		$600K Sell
12,463
-1,988
-14% -$95.8K ﹤0.01% 2131
2025
Q3 		$693K Buy
14,451
+2,753
+24% +$131K ﹤0.01% 1962
2025
Q2 		$555K Buy
11,698
+86
+0.7% +$4.06K ﹤0.01% 2025
2025
Q1 		$552K Sell
11,612
-14,260
-55% -$683K ﹤0.01% 1923
2024
Q4 		$1.24M Sell
25,872
-3,709
-13% -$178K ﹤0.01% 1383
2024
Q3 		$1.44M Buy
29,581
+13,754
+87% +$663K 0.01% 1282
2024
Q2 		$756K Buy
15,827
+2,747
+21% +$131K ﹤0.01% 1549
2024
Q1 		$629K Buy
13,080
+8,692
+198% +$420K ﹤0.01% 1665
2023
Q4 		$213K Sell
4,388
-1,101
-20% -$52K ﹤0.01% 2279
2023
Q3 		$255K Sell
5,489
-3,416
-38% -$162K ﹤0.01% 2028
2023
Q2 		$424K Buy
8,905
+1,634
+22% +$78.2K ﹤0.01% 1733
2023
Q1 		$351K Buy
+7,271
New +$350K ﹤0.01% 1589

Other funds holding DFNM

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

MML Investors Services's DFNM Position: Q2 2026 in Review

MML Investors Services increased its Dimensional National Municipal Bond ETF (DFNM) stake by 35% in Q2 2026, buying an estimated $216K and bringing the position to 17,081 shares worth $826K. The position accounts for ﹤0.01% of the portfolio, ranked #2121.

MML Investors Services first reported a position in DFNM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.44M in Q3 2024. 217 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • MML Investors Services held 17,081 shares of Dimensional National Municipal Bond ETF worth $826K as of Q2 2026.
  • MML Investors Services bought 4,473 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $216K.
  • Dimensional National Municipal Bond ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2121 holding.
  • MML Investors Services first reported a position in Dimensional National Municipal Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • MML Investors Services's Dimensional National Municipal Bond ETF position peaked at $1.44M in Q3 2024.
  • 217 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.