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 Q2	$1.12M	Sell	23,249 -62	-0.3%	-$2.99K	0.55%	37
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 $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

Pacific Asset Management's DFNM Position: Q2 2026 in Review

Pacific Asset Management reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 0.27% in Q2 2026, selling an estimated $2.99K and leaving 23,249 shares worth $1.12M. The position accounts for 0.55% of the portfolio, ranked #37.

Pacific Asset Management first reported a position in DFNM in Q4 2024 and has held it in 7 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Pacific Asset Management held 23,249 shares of Dimensional National Municipal Bond ETF worth $1.12M as of Q2 2026.
Pacific Asset Management sold 62 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $2.99K.
Dimensional National Municipal Bond ETF made up 0.55% of Pacific Asset Management's portfolio in Q2 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 7 quarters since.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Pacific Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.