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

OneDigital Investment 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	$1.26M	Sell	26,210 -282	-1%	-$13.7K	0.01%	610
2025 Q4	$1.28M	Buy	26,492 +242	+0.9%	+$11.7K	0.01%	595
2025 Q3	$1.26M	Sell	26,250 -236	-0.9%	-$11.2K	0.01%	577
2025 Q2	$1.26M	Sell	26,486 -10,652	-29%	-$503K	0.01%	566
2025 Q1	$1.77M	Sell	37,138 -1,141	-3%	-$54.6K	0.02%	435
2024 Q4	$1.83M	Sell	38,279 -949	-2%	-$45.7K	0.02%	445
2024 Q3	$1.9M	Sell	39,228 -184	-0.5%	-$8.87K	0.02%	451
2024 Q2	$1.88M	Buy	39,412 +18,347	+87%	+$877K	0.02%	436
2024 Q1	$1.01M	Sell	21,065 -2,593	-11%	-$125K	0.02%	507
2023 Q4	$1.15M	Buy	+23,658	New	+$1.12M	0.02%	427

Other funds holding DFNM

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

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

OneDigital Investment Advisors's DFNM Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 1.1% in Q1 2026, selling an estimated $13.7K and leaving 26,210 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #610.

OneDigital Investment Advisors first reported a position in DFNM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.9M in Q3 2024. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

OneDigital Investment Advisors held 26,210 shares of Dimensional National Municipal Bond ETF worth $1.26M as of Q1 2026.
OneDigital Investment Advisors sold 282 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $13.7K.
Dimensional National Municipal Bond ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #610 holding.
OneDigital Investment Advisors first reported a position in Dimensional National Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
OneDigital Investment Advisors's Dimensional National Municipal Bond ETF position peaked at $1.9M in Q3 2024.
276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.