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Red Lighthouse Investment Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Red Lighthouse Investment Management’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 		$334K Buy
6,912
+771
+13% +$37.2K 0.1% 70
2026
Q1 		$294K Hold
6,141
– – 0.1% 68
2025
Q4 		$296K Hold
6,141
– – 0.11% 47
2025
Q3 		$295K Hold
6,141
– – 0.1% 60
2025
Q2 		$291K Sell
6,141
-236
-4% -$11.2K 0.11% 59
2025
Q1 		$307K Sell
6,377
-462
-7% -$22.1K 0.13% 57
2024
Q4 		$327K Buy
6,839
+166
+2% +$7.99K 0.13% 53
2024
Q3 		$324K Buy
6,673
+296
+5% +$14.3K 0.13% 55
2024
Q2 		$305K Hold
6,377
– – 0.13% 56
2024
Q1 		$307K Hold
6,377
– – 0.12% 58
2023
Q4 		$309K Sell
6,377
-2,760
-30% -$130K 0.13% 55
2023
Q3 		$425K Buy
9,137
+2
+0% +$95 0.2% 44
2023
Q2 		$435K Hold
9,135
– – 0.2% 43
2023
Q1 		$441K Buy
9,135
+620
+7% +$29.8K 0.21% 43
2022
Q4 		$407K Buy
+8,515
New +$402K 0.21% 44

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

Red Lighthouse Investment Management's DFNM Position: Q2 2026 in Review

Red Lighthouse Investment Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 13% in Q2 2026, buying an estimated $37.2K and bringing the position to 6,912 shares worth $334K. The position accounts for 0.1% of the portfolio, ranked #70.

Red Lighthouse Investment Management first reported a position in DFNM in Q4 2022 and has held it in 15 quarters since. The position peaked at $441K in Q1 2023. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Red Lighthouse Investment Management held 6,912 shares of Dimensional National Municipal Bond ETF worth $334K as of Q2 2026.
  • Red Lighthouse Investment Management bought 771 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $37.2K.
  • Dimensional National Municipal Bond ETF made up 0.1% of Red Lighthouse Investment Management's portfolio in Q2 2026, its #70 holding.
  • Red Lighthouse Investment Management first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Red Lighthouse Investment Management's Dimensional National Municipal Bond ETF position peaked at $441K in Q1 2023.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.