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

Pinnacle Financial Group’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
Q1 		$299K Hold
6,230
– – 0.08% 92
2025
Q4 		$300K Hold
6,230
– – 0.09% 87
2025
Q3 		$299K Buy
+6,230
New +$296K 0.09% 87

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TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Pinnacle Financial Group's DFNM Position: Q1 2026 in Review

Pinnacle Financial Group held its Dimensional National Municipal Bond ETF (DFNM) position steady in Q1 2026 at 6,230 shares worth $299K. The position accounts for 0.08% of the portfolio, ranked #92.

Pinnacle Financial Group first reported a position in DFNM in Q3 2025 and has held it in 3 quarters since. The position peaked at $300K in Q4 2025. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Pinnacle Financial Group held 6,230 shares of Dimensional National Municipal Bond ETF worth $299K as of Q1 2026.
  • Pinnacle Financial Group left its Dimensional National Municipal Bond ETF share count unchanged in Q1 2026.
  • Dimensional National Municipal Bond ETF made up 0.08% of Pinnacle Financial Group's portfolio in Q1 2026, its #92 holding.
  • Pinnacle Financial Group first reported a position in Dimensional National Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Pinnacle Financial Group's Dimensional National Municipal Bond ETF position peaked at $300K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.