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

One Degree 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	$1.43M	Buy	29,613 +540	+2%	+$26K	0.32%	40
2026 Q1	$1.39M	Buy	29,073 +1,780	+7%	+$86.3K	0.37%	33
2025 Q4	$1.31M	Buy	27,293 +2,535	+10%	+$122K	0.36%	32
2025 Q3	$1.19M	Buy	24,758 +1,944	+9%	+$92.5K	0.36%	33
2025 Q2	$1.08M	Buy	22,814 +419	+2%	+$19.8K	0.39%	30
2025 Q1	$1.06M	Sell	22,395 -174	-0.8%	-$8.33K	0.44%	28
2024 Q4	$1.08M	Sell	22,569 -6,167	-21%	-$297K	0.44%	30
2024 Q3	$1.39M	Sell	28,736 -1,385	-5%	-$66.8K	0.59%	26
2024 Q2	$1.44M	Buy	30,121 +4,976	+20%	+$238K	0.69%	27
2024 Q1	$1.21M	Sell	25,145 -438	-2%	-$21.1K	0.6%	28
2023 Q4	$1.23M	Buy	+25,583	New	+$1.21M	0.63%	28

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

FPAS

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 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

SFA

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

One Degree Advisors's DFNM Position: Q2 2026 in Review

One Degree Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 1.9% in Q2 2026, buying an estimated $26K and bringing the position to 29,613 shares worth $1.43M. The position accounts for 0.32% of the portfolio, ranked #40.

One Degree Advisors first reported a position in DFNM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.44M in Q2 2024. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

One Degree Advisors held 29,613 shares of Dimensional National Municipal Bond ETF worth $1.43M as of Q2 2026.
One Degree Advisors bought 540 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $26K.
Dimensional National Municipal Bond ETF made up 0.32% of One Degree Advisors's portfolio in Q2 2026, its #40 holding.
One Degree Advisors first reported a position in Dimensional National Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
One Degree Advisors's Dimensional National Municipal Bond ETF position peaked at $1.44M in Q2 2024.
293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on One Degree Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.