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Penney Financial’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Penney Financial’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 		$1.71M Sell
35,448
-61,580
-63% -$2.97M 0.6% 21
2026
Q1 		$4.65M Buy
97,028
+8,723
+10% +$423K 1.78% 15
2025
Q4 		$4.25M Buy
88,305
+56,568
+178% +$2.73M 1.64% 16
2025
Q3 		$1.52M Buy
+31,737
New +$1.51M 0.68% 22

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

Penney Financial's DFNM Position: Q2 2026 in Review

Penney Financial reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 63% in Q2 2026, selling an estimated $2.97M and leaving 35,448 shares worth $1.71M. The position accounts for 0.6% of the portfolio, ranked #21.

Penney Financial first reported a position in DFNM in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.65M in Q1 2026. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Penney Financial held 35,448 shares of Dimensional National Municipal Bond ETF worth $1.71M as of Q2 2026.
  • Penney Financial sold 61,580 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $2.97M.
  • Dimensional National Municipal Bond ETF made up 0.6% of Penney Financial's portfolio in Q2 2026, its #21 holding.
  • Penney Financial first reported a position in Dimensional National Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Penney Financial's Dimensional National Municipal Bond ETF position peaked at $4.65M in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.