Prosperity Capital Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Prosperity Capital Advisors’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	$3.11M	Sell	64,324 -5,685	-8%	-$274K	0.15%	101
2026 Q1	$3.36M	Buy	70,009 +11,578	+20%	+$561K	0.19%	90
2025 Q4	$2.81M	Sell	58,431 -8,368	-13%	-$403K	0.17%	92
2025 Q3	$3.21M	Sell	66,799 -1,374	-2%	-$65.3K	0.19%	90
2025 Q2	$3.23M	Sell	68,173 -8,030	-11%	-$379K	0.21%	84
2025 Q1	$3.63M	Sell	76,203 -5,865	-7%	-$281K	0.29%	63
2024 Q4	$3.92M	Buy	82,068 +7,599	+10%	+$366K	0.32%	56
2024 Q3	$3.61M	Buy	74,469 +2,413	+3%	+$116K	0.31%	65
2024 Q2	$3.44M	Buy	72,056 +6,922	+11%	+$331K	0.38%	46
2024 Q1	$3.13M	Sell	65,134 -40,924	-39%	-$1.98M	0.37%	47
2023 Q4	$5.14M	Buy	+106,058	New	+$5.01M	0.56%	26

Other funds holding DFNM

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Prosperity Capital Advisors's DFNM Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 8.1% in Q2 2026, selling an estimated $274K and leaving 64,324 shares worth $3.11M. The position accounts for 0.15% of the portfolio, ranked #101.

Prosperity Capital Advisors first reported a position in DFNM in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.14M in Q4 2023. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Prosperity Capital Advisors held 64,324 shares of Dimensional National Municipal Bond ETF worth $3.11M as of Q2 2026.
Prosperity Capital Advisors sold 5,685 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $274K.
Dimensional National Municipal Bond ETF made up 0.15% of Prosperity Capital Advisors's portfolio in Q2 2026, its #101 holding.
Prosperity Capital Advisors first reported a position in Dimensional National Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
Prosperity Capital Advisors's Dimensional National Municipal Bond ETF position peaked at $5.14M in Q4 2023.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.