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&Partners’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

&Partners’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 		$744K Hold
15,402
– – ﹤0.01% 1604
2026
Q1 		$738K Buy
+15,402
New +$746K ﹤0.01% 1473

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

&Partners's DFNM Position: Q2 2026 in Review

&Partners held its Dimensional National Municipal Bond ETF (DFNM) position steady in Q2 2026 at 15,402 shares worth $744K. The position accounts for ﹤0.01% of the portfolio, ranked #1604.

&Partners first reported a position in DFNM in Q1 2026 and has held it in 2 quarters since. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • &Partners held 15,402 shares of Dimensional National Municipal Bond ETF worth $744K as of Q2 2026.
  • &Partners left its Dimensional National Municipal Bond ETF share count unchanged in Q2 2026.
  • Dimensional National Municipal Bond ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1604 holding.
  • &Partners first reported a position in Dimensional National Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.