MAS
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MPWM Advisory Solutions’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

MPWM Advisory Solutions’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 		$19.9K Hold
412
– – 0.01% 281
2026
Q1 		$19.7K Hold
412
– – 0.01% 274
2025
Q4 		$19.8K Hold
412
– – 0.01% 253
2025
Q3 		$19.8K Hold
412
– – 0.01% 235
2025
Q2 		$19.5K Hold
412
– – 0.01% 238
2025
Q1 		$19.6K Hold
412
– – 0.01% 239
2024
Q4 		$19.7K Buy
+412
New +$19.8K 0.01% 249

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

MPWM Advisory Solutions's DFNM Position: Q2 2026 in Review

MPWM Advisory Solutions held its Dimensional National Municipal Bond ETF (DFNM) position steady in Q2 2026 at 412 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #281.

MPWM Advisory Solutions first reported a position in DFNM in Q4 2024 and has held it in 7 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • MPWM Advisory Solutions held 412 shares of Dimensional National Municipal Bond ETF worth $19.9K as of Q2 2026.
  • MPWM Advisory Solutions left its Dimensional National Municipal Bond ETF share count unchanged in Q2 2026.
  • Dimensional National Municipal Bond ETF made up 0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #281 holding.
  • MPWM Advisory Solutions first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.