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

Parallel 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 		$23.3K Buy
481
+4
+0.8% +$193 ﹤0.01% 2550
2026
Q1 		$22.9K Buy
477
+2
+0.4% +$97 ﹤0.01% 2418
2025
Q4 		$22.9K Buy
475
+5
+1% +$241 ﹤0.01% 2217
2025
Q3 		$22.6K Sell
470
-8
-2% -$380 ﹤0.01% 2183
2025
Q2 		$22.7K Buy
478
+3
+0.6% +$142 ﹤0.01% 2133
2025
Q1 		$22.6K Buy
475
+4
+0.8% +$192 ﹤0.01% 2075
2024
Q4 		$22.5K Buy
471
+4
+0.9% +$192 ﹤0.01% 2088
2024
Q3 		$22.7K Buy
467
+3
+0.6% +$145 ﹤0.01% 2022
2024
Q2 		$22.2K Buy
464
+3
+0.7% +$143 ﹤0.01% 1930
2024
Q1 		$22.2K Buy
+461
New +$22.3K ﹤0.01% 1920

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
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
RK
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
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Parallel Advisors's DFNM Position: Q2 2026 in Review

Parallel Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 0.84% in Q2 2026, buying an estimated $193 and bringing the position to 481 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2550.

Parallel Advisors first reported a position in DFNM in Q1 2024 and has held it in 10 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Parallel Advisors held 481 shares of Dimensional National Municipal Bond ETF worth $23.3K as of Q2 2026.
  • Parallel Advisors bought 4 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $193.
  • Dimensional National Municipal Bond ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2550 holding.
  • Parallel Advisors first reported a position in Dimensional National Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.