PAS
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Park Avenue Securities’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Park Avenue Securities’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 		$2.71M Buy
56,114
+10,647
+23% +$513K 0.02% 563
2026
Q1 		$2.18M Buy
45,467
+3,030
+7% +$147K 0.02% 526
2025
Q4 		$2.04M Buy
42,437
+544
+1% +$26.2K 0.02% 543
2025
Q3 		$2.01M Sell
41,893
-603
-1% -$28.7K 0.02% 587
2025
Q2 		$2.02M Buy
42,496
+2,197
+5% +$104K 0.02% 514
2025
Q1 		$1.92M Buy
40,299
+140
+0.3% +$6.7K 0.02% 410
2024
Q4 		$1.92M Buy
40,159
+958
+2% +$46.1K 0.02% 498
2024
Q3 		$1.9M Sell
39,201
-5,254
-12% -$253K 0.02% 446
2024
Q2 		$2.12M Buy
44,455
+11,213
+34% +$536K 0.03% 397
2024
Q1 		$1.6M Buy
33,242
+3,733
+13% +$180K 0.02% 483
2023
Q4 		$1.43M Buy
29,509
+203
+0.7% +$9.59K 0.02% 486
2023
Q3 		$1.36M Buy
29,306
+880
+3% +$41.6K 0.02% 448
2023
Q2 		$1.35M Buy
28,426
+2,751
+11% +$132K 0.02% 416
2023
Q1 		$1.24M Buy
25,675
+695
+3% +$33.4K 0.02% 405
2022
Q4 		$1.19M Buy
24,980
+3
+0% +$142 0.02% 449
2022
Q3 		$1.17M Buy
24,977
+1,488
+6% +$71.6K 0.02% 401
2022
Q2 		$1.13M Buy
+23,489
New +$1.13M 0.02% 412

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

Park Avenue Securities's DFNM Position: Q2 2026 in Review

Park Avenue Securities increased its Dimensional National Municipal Bond ETF (DFNM) stake by 23% in Q2 2026, buying an estimated $513K and bringing the position to 56,114 shares worth $2.71M. The position accounts for 0.02% of the portfolio, ranked #563.

Park Avenue Securities first reported a position in DFNM in Q2 2022 and has held it in 17 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Park Avenue Securities held 56,114 shares of Dimensional National Municipal Bond ETF worth $2.71M as of Q2 2026.
  • Park Avenue Securities bought 10,647 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $513K.
  • Dimensional National Municipal Bond ETF made up 0.02% of Park Avenue Securities's portfolio in Q2 2026, its #563 holding.
  • Park Avenue Securities first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.