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Old Mission Capital’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Old Mission Capital’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 		– Sell
-42,663
Closed -$2.06M – 1115
2025
Q4 		$2.06M Buy
+42,663
New +$2.06M 0.05% 200
2025
Q3 		– Sell
-37,774
Closed -$1.79M – 1086
2025
Q2 		$1.79M Buy
+37,774
New +$1.79M 0.03% 253
2024
Q4 		– Sell
-5,081
Closed -$247K – 971
2024
Q3 		$247K Buy
+5,081
New +$245K ﹤0.01% 1032
2024
Q1 		– Sell
-6,837
Closed -$332K – 1347
2023
Q4 		$332K Buy
+6,837
New +$323K 0.01% 920
2023
Q3 		– Sell
-20,150
Closed -$960K – 1335
2023
Q2 		$960K Sell
20,150
-18,583
-48% -$889K 0.02% 457
2023
Q1 		$1.87M Sell
38,733
-91,822
-70% -$4.41M 0.04% 301
2022
Q4 		$6.24M Buy
130,555
+56,868
+77% +$2.69M 0.18% 124
2022
Q3 		$3.44M Buy
+73,687
New +$3.55M 0.11% 141
2022
Q1 		– Sell
-76,608
Closed -$3.86M – 1396
2021
Q4 		$3.86M Buy
+76,608
New +$3.86M 0.16% 121

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

Old Mission Capital's DFNM Position: Q1 2026 in Review

Old Mission Capital sold out of Dimensional National Municipal Bond ETF (DFNM) in Q1 2026, closing a stake of 42,663 shares — an estimated $2.06M sold.

Old Mission Capital first reported a position in DFNM in Q4 2021 and held it in 9 quarters. The position peaked at $6.24M in Q4 2022. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Old Mission Capital reported no remaining Dimensional National Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Old Mission Capital sold 42,663 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $2.06M.
  • Old Mission Capital first reported a position in Dimensional National Municipal Bond ETF in Q4 2021 and held it in 9 quarters.
  • Old Mission Capital's Dimensional National Municipal Bond ETF position peaked at $6.24M in Q4 2022.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Old Mission Capital's 13F filing for Q1 2026, filed 15 May 2026.