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 Q2	$552K	Buy	11,416 +243	+2%	+$11.7K	0.04%	281
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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Mosaic Family Wealth Partners's DFNM Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Dimensional National Municipal Bond ETF (DFNM) stake by 2.2% in Q2 2026, buying an estimated $11.7K and bringing the position to 11,416 shares worth $552K. The position accounts for 0.04% of the portfolio, ranked #281.

Mosaic Family Wealth Partners first reported a position in DFNM in Q3 2024 and has held it in 5 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Mosaic Family Wealth Partners held 11,416 shares of Dimensional National Municipal Bond ETF worth $552K as of Q2 2026.
Mosaic Family Wealth Partners bought 243 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $11.7K.
Dimensional National Municipal Bond ETF made up 0.04% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #281 holding.
Mosaic Family Wealth Partners first reported a position in Dimensional National Municipal Bond ETF in Q3 2024 and has held it in 5 quarters since.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.