RF
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Rossby Financial’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Rossby 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
Q2 		$32.4K Sell
671
-45
-6% -$2.17K 0.01% 822
2026
Q1 		$34.4K Buy
716
+646
+923% +$31.3K 0.01% 852
2025
Q4 		$3.37K Hold
70
– – ﹤0.01% 1226
2025
Q3 		$3.36K Hold
70
– – ﹤0.01% 1050
2025
Q2 		$3.32K Sell
70
-1
-1% -$47 ﹤0.01% 963
2025
Q1 		$3.35K Buy
+71
New +$3.4K ﹤0.01% 852

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

Rossby Financial's DFNM Position: Q2 2026 in Review

Rossby Financial reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 6.3% in Q2 2026, selling an estimated $2.17K and leaving 671 shares worth $32.4K. The position accounts for 0.01% of the portfolio, ranked #822.

Rossby Financial first reported a position in DFNM in Q1 2025 and has held it in 6 quarters since. The position peaked at $34.4K in Q1 2026. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Rossby Financial held 671 shares of Dimensional National Municipal Bond ETF worth $32.4K as of Q2 2026.
  • Rossby Financial sold 45 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $2.17K.
  • Dimensional National Municipal Bond ETF made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #822 holding.
  • Rossby Financial first reported a position in Dimensional National Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's Dimensional National Municipal Bond ETF position peaked at $34.4K in Q1 2026.
  • 293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.