PAG
DFNM icon

Private Advisor Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Private Advisor 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
Q2 		$3.65M Buy
75,612
+16,338
+28% +$788K 0.02% 751
2026
Q1 		$2.84M Buy
59,274
+7,700
+15% +$373K 0.01% 887
2025
Q4 		$2.48M Buy
51,574
+6,567
+15% +$316K 0.01% 940
2025
Q3 		$2.16M Buy
45,007
+1,937
+4% +$92.1K 0.01% 977
2025
Q2 		$2.04M Buy
43,070
+943
+2% +$44.6K 0.01% 955
2025
Q1 		$2M Sell
42,127
-678
-2% -$32.5K 0.01% 902
2024
Q4 		$2.04M Sell
42,805
-279
-0.6% -$13.4K 0.01% 873
2024
Q3 		$2.09M Buy
43,084
+4,630
+12% +$223K 0.01% 861
2024
Q2 		$1.84M Sell
38,454
-1,685
-4% -$80.5K 0.01% 873
2024
Q1 		$1.93M Sell
40,139
-6,481
-14% -$313K 0.01% 826
2023
Q4 		$2.26M Buy
46,620
+16,130
+53% +$762K 0.02% 713
2023
Q3 		$1.42M Sell
30,490
-19,252
-39% -$911K 0.01% 868
2023
Q2 		$2.37M Buy
49,742
+3,303
+7% +$158K 0.02% 655
2023
Q1 		$2.24M Buy
46,439
+3,508
+8% +$169K 0.02% 630
2022
Q4 		$897K Sell
42,931
-15,156
-26% -$716K 0.05% 395
2022
Q3 		$2.71M Buy
58,087
+15,798
+37% +$760K 0.03% 526
2022
Q2 		$2.03M Buy
+42,289
New +$2.03M 0.02% 750

Other funds holding DFNM

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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
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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Private Advisor Group's DFNM Position: Q2 2026 in Review

Private Advisor Group increased its Dimensional National Municipal Bond ETF (DFNM) stake by 28% in Q2 2026, buying an estimated $788K and bringing the position to 75,612 shares worth $3.65M. The position accounts for 0.02% of the portfolio, ranked #751.

Private Advisor Group first reported a position in DFNM in Q2 2022 and has held it in 17 quarters since. 151 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Private Advisor Group held 75,612 shares of Dimensional National Municipal Bond ETF worth $3.65M as of Q2 2026.
  • Private Advisor Group bought 16,338 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $788K.
  • Dimensional National Municipal Bond ETF made up 0.02% of Private Advisor Group's portfolio in Q2 2026, its #751 holding.
  • Private Advisor Group first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 151 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.