Morgan Stanley
DFNM icon

Morgan Stanley’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Morgan Stanley’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 		$422K Buy
8,734
+1
+0% +$48 ﹤0.01% 5627
2026
Q1 		$419K Sell
8,733
-55
-0.6% -$2.67K ﹤0.01% 5566
2025
Q4 		$423K Sell
8,788
-1
-0% -$48 ﹤0.01% 5591
2025
Q3 		$422K Hold
8,789
– – ﹤0.01% 5577
2025
Q2 		$417K Sell
8,789
-47
-0.5% -$2.22K ﹤0.01% 5548
2025
Q1 		$420K Buy
8,836
+1
+0% +$48 ﹤0.01% 5409
2024
Q4 		$422K Sell
8,835
-2,099
-19% -$101K ﹤0.01% 5495
2024
Q3 		$531K Buy
10,934
+1,947
+22% +$93.9K ﹤0.01% 5374
2024
Q2 		$429K Hold
8,987
– – ﹤0.01% 5363
2024
Q1 		$432K Buy
8,987
+368
+4% +$17.8K ﹤0.01% 5377
2023
Q4 		$418K Hold
8,619
– – ﹤0.01% 5385
2023
Q3 		$401K Hold
8,619
– – ﹤0.01% 5273
2023
Q2 		$411K Hold
8,619
– – ﹤0.01% 5308
2023
Q1 		$416K Buy
+8,619
New +$414K ﹤0.01% 5356

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

Morgan Stanley's DFNM Position: Q2 2026 in Review

Morgan Stanley increased its Dimensional National Municipal Bond ETF (DFNM) stake by 0.01% in Q2 2026, buying an estimated $48 and bringing the position to 8,734 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #5627.

Morgan Stanley first reported a position in DFNM in Q1 2023 and has held it in 14 quarters since. The position peaked at $531K in Q3 2024. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Morgan Stanley held 8,734 shares of Dimensional National Municipal Bond ETF worth $422K as of Q2 2026.
  • Morgan Stanley bought 1 Dimensional National Municipal Bond ETF share in Q2 2026, an estimated $48.
  • Dimensional National Municipal Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5627 holding.
  • Morgan Stanley first reported a position in Dimensional National Municipal Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Morgan Stanley's Dimensional National Municipal Bond ETF position peaked at $531K in Q3 2024.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.