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DFNM icon

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

Note 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
Q1 		$2.77M Buy
57,721
+5,201
+10% +$252K 1.38% 17
2025
Q4 		$2.54M Buy
52,520
+13,394
+34% +$645K 1.3% 17
2025
Q3 		$1.88M Buy
39,126
+3,289
+9% +$156K 1.12% 20
2025
Q2 		$1.7M Buy
35,837
+16,880
+89% +$798K 1.18% 19
2025
Q1 		$902K Buy
18,957
+3,898
+26% +$187K 0.74% 32
2024
Q4 		$719K Buy
+15,059
New +$725K 0.64% 39

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

Note Advisors's DFNM Position: Q1 2026 in Review

Note Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 9.9% in Q1 2026, buying an estimated $252K and bringing the position to 57,721 shares worth $2.77M. The position accounts for 1.38% of the portfolio, ranked #17.

Note Advisors first reported a position in DFNM in Q4 2024 and has held it in 6 quarters since. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Note Advisors held 57,721 shares of Dimensional National Municipal Bond ETF worth $2.77M as of Q1 2026.
  • Note Advisors bought 5,201 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $252K.
  • Dimensional National Municipal Bond ETF made up 1.38% of Note Advisors's portfolio in Q1 2026, its #17 holding.
  • Note Advisors first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Note Advisors's 13F filing for Q1 2026, filed 15 May 2026.