Quarry Hill Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Quarry Hill 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	$3.63M	Buy	75,101 +7,209	+11%	+$348K	1.4%	14
2026 Q1	$3.29M	Buy	67,892 +3,782	+6%	+$183K	1.35%	17
2025 Q4	$3.09M	Buy	64,110 +14,471	+29%	+$697K	1.44%	17
2025 Q3	$2.38M	Buy	49,639 +11,212	+29%	+$533K	1.22%	19
2025 Q2	$1.82M	Buy	38,427 +2,271	+6%	+$107K	1.06%	20
2025 Q1	$1.72M	Buy	36,156 +5,221	+17%	+$250K	1.12%	20
2024 Q4	$1.48M	Buy	30,935 +3,642	+13%	+$175K	0.99%	20
2024 Q3	$1.32M	Buy	27,293 +6,598	+32%	+$318K	0.89%	22
2024 Q2	$989K	Buy	20,695 +5,943	+40%	+$284K	0.66%	25
2024 Q1	$709K	Sell	14,752 -881	-6%	-$42.5K	0.52%	25
2023 Q4	$758K	Sell	15,633 -65,094	-81%	-$3.07M	0.62%	23
2023 Q3	$3.75M	Sell	80,727 -4,826	-6%	-$228K	3.44%	8
2023 Q2	$4.07M	Sell	85,553 -4,684	-5%	-$224K	3.68%	6
2023 Q1	$4.36M	Sell	90,237 -692	-0.8%	-$33.3K	4.1%	7
2022 Q4	$4.35M	Buy	+90,929	New	+$4.3M	4.4%	6

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

Quarry Hill Advisors's DFNM Position: Q2 2026 in Review

Quarry Hill Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 11% in Q2 2026, buying an estimated $348K and bringing the position to 75,101 shares worth $3.63M. The position accounts for 1.4% of the portfolio, ranked #14.

Quarry Hill Advisors first reported a position in DFNM in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.36M in Q1 2023. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Quarry Hill Advisors held 75,101 shares of Dimensional National Municipal Bond ETF worth $3.63M as of Q2 2026.
Quarry Hill Advisors bought 7,209 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $348K.
Dimensional National Municipal Bond ETF made up 1.4% of Quarry Hill Advisors's portfolio in Q2 2026, its #14 holding.
Quarry Hill Advisors first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
Quarry Hill Advisors's Dimensional National Municipal Bond ETF position peaked at $4.36M in Q1 2023.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Quarry Hill Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.