Raymond James Financial
DFNM icon

Raymond James Financial’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Raymond James Financial’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 		$1.32M Sell
27,471
-12,528
-31% -$607K ﹤0.01% 3662
2025
Q4 		$1.93M Buy
39,999
+13,257
+50% +$639K ﹤0.01% 3305
2025
Q3 		$1.28M Buy
26,742
+22,473
+526% +$1.07M ﹤0.01% 3521
2025
Q2 		$202K Buy
+4,269
New +$202K ﹤0.01% 4512

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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 $1.96B AUM 19.83% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 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

Raymond James Financial's DFNM Position: Q1 2026 in Review

Raymond James Financial reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 31% in Q1 2026, selling an estimated $607K and leaving 27,471 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #3662.

Raymond James Financial first reported a position in DFNM in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.93M in Q4 2025. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Raymond James Financial held 27,471 shares of Dimensional National Municipal Bond ETF worth $1.32M as of Q1 2026.
  • Raymond James Financial sold 12,528 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $607K.
  • Dimensional National Municipal Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3662 holding.
  • Raymond James Financial first reported a position in Dimensional National Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Raymond James Financial's Dimensional National Municipal Bond ETF position peaked at $1.93M in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.