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DFNM icon

NewEdge Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

NewEdge Advisors’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 		$1.41M Sell
29,183
-748
-2% -$36.1K ﹤0.01% 1434
2026
Q1 		$1.43M Sell
29,931
-75
-0.2% -$3.63K 0.01% 1283
2025
Q4 		$1.45M Buy
30,006
+2,181
+8% +$105K 0.01% 1250
2025
Q3 		$1.34M Sell
27,825
-346
-1% -$16.5K 0.01% 1232
2025
Q2 		$1.34M Buy
28,171
+1,234
+5% +$58.3K 0.01% 1127
2025
Q1 		$1.28M Buy
26,937
+16,613
+161% +$795K 0.01% 1056
2024
Q4 		$493K Buy
10,324
+2,018
+24% +$97.1K ﹤0.01% 1565
2024
Q3 		$403K Sell
8,306
-937
-10% -$45.2K ﹤0.01% 1603
2024
Q2 		$442K Sell
9,243
-2,530
-21% -$121K ﹤0.01% 1487
2024
Q1 		$566K Hold
11,773
– – ﹤0.01% 1270
2023
Q4 		$567K Buy
+11,773
New +$556K 0.01% 1218

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

NewEdge Advisors's DFNM Position: Q2 2026 in Review

NewEdge Advisors reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 2.5% in Q2 2026, selling an estimated $36.1K and leaving 29,183 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

NewEdge Advisors first reported a position in DFNM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.45M in Q4 2025. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • NewEdge Advisors held 29,183 shares of Dimensional National Municipal Bond ETF worth $1.41M as of Q2 2026.
  • NewEdge Advisors sold 748 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $36.1K.
  • Dimensional National Municipal Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1434 holding.
  • NewEdge Advisors first reported a position in Dimensional National Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • NewEdge Advisors's Dimensional National Municipal Bond ETF position peaked at $1.45M in Q4 2025.
  • 293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.