RG
DFNM icon

RHL Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

RHL Group’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 		$12.5K Buy
260
+2
+0.8% +$96 0.01% 173
2026
Q1 		$12.4K Sell
258
-216
-46% -$10.5K 0.01% 161
2025
Q4 		$22.8K Buy
+474
New +$22.8K 0.02% 90

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

RHL Group's DFNM Position: Q2 2026 in Review

RHL Group increased its Dimensional National Municipal Bond ETF (DFNM) stake by 0.78% in Q2 2026, buying an estimated $96 and bringing the position to 260 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #173.

RHL Group first reported a position in DFNM in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.8K in Q4 2025. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • RHL Group held 260 shares of Dimensional National Municipal Bond ETF worth $12.5K as of Q2 2026.
  • RHL Group bought 2 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $96.
  • Dimensional National Municipal Bond ETF made up 0.01% of RHL Group's portfolio in Q2 2026, its #173 holding.
  • RHL Group first reported a position in Dimensional National Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • RHL Group's Dimensional National Municipal Bond ETF position peaked at $22.8K in Q4 2025.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on RHL Group's 13F filing for Q2 2026, filed 4 Aug 2026.