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

Pure Financial 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 		$1.89M Sell
39,135
-426
-1% -$20.5K 0.02% 188
2026
Q1 		$1.9M Buy
39,561
+565
+1% +$27.4K 0.03% 167
2025
Q4 		$1.88M Buy
38,996
+335
+0.9% +$16.1K 0.03% 169
2025
Q3 		$1.85M Buy
38,661
+310
+0.8% +$14.7K 0.03% 160
2025
Q2 		$1.82M Buy
38,351
+19,078
+99% +$902K 0.03% 160
2025
Q1 		$917K Buy
19,273
+1,089
+6% +$52.1K 0.02% 180
2024
Q4 		$869K Sell
18,184
-1,153
-6% -$55.5K 0.02% 169
2024
Q3 		$939K Buy
19,337
+219
+1% +$10.6K 0.02% 158
2024
Q2 		$913K Buy
19,118
+112
+0.6% +$5.35K 0.03% 150
2024
Q1 		$914K Buy
19,006
+79
+0.4% +$3.81K 0.03% 151
2023
Q4 		$918K Buy
+18,927
New +$894K 0.03% 149

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

Pure Financial Advisors's DFNM Position: Q2 2026 in Review

Pure Financial Advisors reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 1.1% in Q2 2026, selling an estimated $20.5K and leaving 39,135 shares worth $1.89M. The position accounts for 0.02% of the portfolio, ranked #188.

Pure Financial Advisors first reported a position in DFNM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.9M in Q1 2026. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Pure Financial Advisors held 39,135 shares of Dimensional National Municipal Bond ETF worth $1.89M as of Q2 2026.
  • Pure Financial Advisors sold 426 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $20.5K.
  • Dimensional National Municipal Bond ETF made up 0.02% of Pure Financial Advisors's portfolio in Q2 2026, its #188 holding.
  • Pure Financial Advisors first reported a position in Dimensional National Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Pure Financial Advisors's Dimensional National Municipal Bond ETF position peaked at $1.9M in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.