PFM
DFNM icon

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

Phillips Financial 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 		$818K Sell
16,913
-3,655
-18% -$176K 0.06% 118
2026
Q1 		$986K Hold
20,568
– – 0.07% 113
2025
Q4 		$991K Sell
20,568
-840
-4% -$40.5K 0.06% 111
2025
Q3 		$1.03M Buy
21,408
+61
+0.3% +$2.9K 0.07% 113
2025
Q2 		$1.01M Sell
21,347
-15,379
-42% -$727K 0.07% 107
2025
Q1 		$1.75M Sell
36,726
-615
-2% -$29.4K 0.14% 84
2024
Q4 		$1.78M Sell
37,341
-14,986
-29% -$721K 0.14% 85
2024
Q3 		$2.54M Sell
52,327
-7,814
-13% -$377K 0.2% 75
2024
Q2 		$2.87M Sell
60,141
-1,169
-2% -$55.8K 0.24% 69
2024
Q1 		$2.95M Buy
61,310
+3,537
+6% +$171K 0.24% 70
2023
Q4 		$2.8M Buy
57,773
+6,642
+13% +$314K 0.24% 70
2023
Q3 		$2.38M Buy
51,131
+191
+0.4% +$9.04K 0.23% 73
2023
Q2 		$2.43M Sell
50,940
-522
-1% -$25K 0.23% 75
2023
Q1 		$2.49M Buy
51,462
+2,062
+4% +$99.1K 0.24% 70
2022
Q4 		$2.36M Sell
49,400
-822
-2% -$38.9K 0.24% 72
2022
Q3 		$2.34M Buy
50,222
+12,615
+34% +$607K 0.26% 69
2022
Q2 		$1.81M Buy
+37,607
New +$1.8M 0.2% 69

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

Phillips Financial Management's DFNM Position: Q2 2026 in Review

Phillips Financial Management reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 18% in Q2 2026, selling an estimated $176K and leaving 16,913 shares worth $818K. The position accounts for 0.06% of the portfolio, ranked #118.

Phillips Financial Management first reported a position in DFNM in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.95M in Q1 2024. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Phillips Financial Management held 16,913 shares of Dimensional National Municipal Bond ETF worth $818K as of Q2 2026.
  • Phillips Financial Management sold 3,655 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $176K.
  • Dimensional National Municipal Bond ETF made up 0.06% of Phillips Financial Management's portfolio in Q2 2026, its #118 holding.
  • Phillips Financial Management first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Phillips Financial Management's Dimensional National Municipal Bond ETF position peaked at $2.95M in Q1 2024.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.