Pacific Asset Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Pacific Asset Management’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	$1.12M	Buy	23,311 +4,935	+27%	+$239K	0.62%	37
2025 Q4	$885K	Buy	18,376 +7,263	+65%	+$350K	0.53%	37
2025 Q3	$533K	Sell	11,113 -55	-0.5%	-$2.62K	0.36%	39
2025 Q2	$530K	Buy	11,168 +2,404	+27%	+$114K	0.43%	35
2025 Q1	$417K	Buy	8,764 +705	+9%	+$33.8K	0.37%	36
2024 Q4	$385K	Buy	+8,059	New	+$388K	0.36%	32

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

Pacific Asset Management's DFNM Position: Q1 2026 in Review

Pacific Asset Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 27% in Q1 2026, buying an estimated $239K and bringing the position to 23,311 shares worth $1.12M. The position accounts for 0.62% of the portfolio, ranked #37.

Pacific Asset Management first reported a position in DFNM in Q4 2024 and has held it in 6 quarters since. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

Pacific Asset Management held 23,311 shares of Dimensional National Municipal Bond ETF worth $1.12M as of Q1 2026.
Pacific Asset Management bought 4,935 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $239K.
Dimensional National Municipal Bond ETF made up 0.62% of Pacific Asset Management's portfolio in Q1 2026, its #37 holding.
Pacific Asset Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Pacific Asset Management's 13F filing for Q1 2026, filed 4 May 2026.