Root Financial Partners’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Root Financial Partners’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	$5.18M	Buy	107,262 +30,666	+40%	+$1.48M	0.2%	41
2026 Q1	$3.67M	Buy	76,596 +12,444	+19%	+$603K	0.17%	42
2025 Q4	$3.09M	Buy	64,152 +19,600	+44%	+$944K	0.16%	45
2025 Q3	$2.14M	Buy	44,552 +37,175	+504%	+$1.77M	0.13%	49
2025 Q2	$350K	Buy	7,377 +2,221	+43%	+$105K	0.03%	167
2025 Q1	$245K	Buy	5,156 +198	+4%	+$9.48K	0.03%	182
2024 Q4	$237K	Buy	4,958 +18	+0.4%	+$866	0.03%	184
2024 Q3	$240K	Buy	+4,940	New	+$238K	0.04%	138

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

Root Financial Partners's DFNM Position: Q2 2026 in Review

Root Financial Partners increased its Dimensional National Municipal Bond ETF (DFNM) stake by 40% in Q2 2026, buying an estimated $1.48M and bringing the position to 107,262 shares worth $5.18M. The position accounts for 0.2% of the portfolio, ranked #41.

Root Financial Partners first reported a position in DFNM in Q3 2024 and has held it in 8 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Root Financial Partners held 107,262 shares of Dimensional National Municipal Bond ETF worth $5.18M as of Q2 2026.
Root Financial Partners bought 30,666 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $1.48M.
Dimensional National Municipal Bond ETF made up 0.2% of Root Financial Partners's portfolio in Q2 2026, its #41 holding.
Root Financial Partners first reported a position in Dimensional National Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.