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Mosaic Family Wealth Partners’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Mosaic Family Wealth Partners’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
Q1 		$536K Buy
11,173
+210
+2% +$10.2K 0.05% 174
2025
Q4 		$528K Buy
10,963
+833
+8% +$40.1K 0.06% 149
2025
Q3 		$486K Buy
+10,130
New +$482K 0.06% 142
2024
Q4 		– Sell
-4,139
Closed -$201K – 216
2024
Q3 		$201K Buy
+4,139
New +$200K 0.03% 203

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 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

Mosaic Family Wealth Partners's DFNM Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Dimensional National Municipal Bond ETF (DFNM) stake by 1.9% in Q1 2026, buying an estimated $10.2K and bringing the position to 11,173 shares worth $536K. The position accounts for 0.05% of the portfolio, ranked #174.

Mosaic Family Wealth Partners first reported a position in DFNM in Q3 2024 and has held it in 4 quarters since. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Mosaic Family Wealth Partners held 11,173 shares of Dimensional National Municipal Bond ETF worth $536K as of Q1 2026.
  • Mosaic Family Wealth Partners bought 210 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $10.2K.
  • Dimensional National Municipal Bond ETF made up 0.05% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #174 holding.
  • Mosaic Family Wealth Partners first reported a position in Dimensional National Municipal Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.