OCA
DFNM icon

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

Optimus Capital 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 		$7.36M Buy
152,320
+1,024
+0.7% +$49.4K 3.95% 8
2026
Q1 		$7.25M Buy
151,296
+842
+0.6% +$40.8K 4.29% 7
2025
Q4 		$7.25M Buy
+150,454
New +$7.25M 4.24% 8

Other funds holding DFNM

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
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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Optimus Capital Advisors's DFNM Position: Q2 2026 in Review

Optimus Capital Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 0.68% in Q2 2026, buying an estimated $49.4K and bringing the position to 152,320 shares worth $7.36M. The position accounts for 3.95% of the portfolio, ranked #8.

Optimus Capital Advisors first reported a position in DFNM in Q4 2025 and has held it in 3 quarters since. 202 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Optimus Capital Advisors held 152,320 shares of Dimensional National Municipal Bond ETF worth $7.36M as of Q2 2026.
  • Optimus Capital Advisors bought 1,024 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $49.4K.
  • Dimensional National Municipal Bond ETF made up 3.95% of Optimus Capital Advisors's portfolio in Q2 2026, its #8 holding.
  • Optimus Capital Advisors first reported a position in Dimensional National Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 202 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Optimus Capital Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.