Outbound Financial Inc’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Outbound Financial Inc’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 Q3	$8.96M	Buy	194,616 +6,112	+3%	+$290K	5.7%	6
2026 Q2	$9.11M	Buy	188,504 +20,480	+12%	+$988K	5.9%	6
2026 Q1	$8.05M	Buy	168,024 +8,646	+5%	+$419K	6.04%	6
2025 Q4	$7.68M	Buy	159,378 +3,828	+2%	+$184K	5.98%	6
2025 Q3	$7.46M	Buy	155,550 +3,315	+2%	+$158K	6.09%	5
2025 Q2	$7.22M	Buy	+152,235	New	+$7.19M	6.6%	4

Other funds holding DFNM

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Outbound Financial Inc's DFNM Position: Q3 2026 in Review

Outbound Financial Inc increased its Dimensional National Municipal Bond ETF (DFNM) stake by 3.2% in Q3 2026, buying an estimated $290K and bringing the position to 194,616 shares worth $8.96M. The position accounts for 5.7% of the portfolio, ranked #6.

Outbound Financial Inc first reported a position in DFNM in Q2 2025 and has held it in 6 quarters since. The position peaked at $9.11M in Q2 2026. 209 funds tracked by Wall St. Rank hold DFNM as of Q3 2026.

Outbound Financial Inc held 194,616 shares of Dimensional National Municipal Bond ETF worth $8.96M as of Q3 2026.
Outbound Financial Inc bought 6,112 Dimensional National Municipal Bond ETF shares in Q3 2026, an estimated $290K.
Dimensional National Municipal Bond ETF made up 5.7% of Outbound Financial Inc's portfolio in Q3 2026, its #6 holding.
Outbound Financial Inc first reported a position in Dimensional National Municipal Bond ETF in Q2 2025 and has held it in 6 quarters since.
Outbound Financial Inc's Dimensional National Municipal Bond ETF position peaked at $9.11M in Q2 2026.
209 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2026.

Based on Outbound Financial Inc's 13F filing for Q3 2026, filed 13 Oct 2026.