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DFNM icon

Savant Capital’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Savant Capital’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 		$18.2M Buy
376,015
+65,272
+21% +$3.15M 0.05% 203
2026
Q1 		$14.9M Sell
310,743
-212,839
-41% -$10.3M 0.07% 149
2025
Q4 		$25.2M Buy
523,582
+418,722
+399% +$20.2M 0.14% 102
2025
Q3 		$5.03M Buy
104,860
+84,741
+421% +$4.03M 0.03% 237
2025
Q2 		$954K Sell
20,119
-527
-3% -$24.9K 0.01% 536
2025
Q1 		$982K Sell
20,646
-13,020
-39% -$623K 0.01% 479
2024
Q4 		$1.61M Sell
33,666
-7,273
-18% -$350K 0.01% 501
2024
Q3 		$1.99M Sell
40,939
-1,472
-3% -$71K 0.02% 432
2024
Q2 		$2.03M Sell
42,411
-48,884
-54% -$2.34M 0.02% 372
2024
Q1 		$4.39M Sell
91,295
-33,983
-27% -$1.64M 0.05% 199
2023
Q4 		$6.08M Sell
125,278
-50,223
-29% -$2.37M 0.08% 165
2023
Q3 		$8.16M Buy
+175,501
New +$8.3M 0.12% 126

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

Savant Capital's DFNM Position: Q2 2026 in Review

Savant Capital increased its Dimensional National Municipal Bond ETF (DFNM) stake by 21% in Q2 2026, buying an estimated $3.15M and bringing the position to 376,015 shares worth $18.2M. The position accounts for 0.05% of the portfolio, ranked #203.

Savant Capital first reported a position in DFNM in Q3 2023 and has held it in 12 quarters since. The position peaked at $25.2M in Q4 2025. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Savant Capital held 376,015 shares of Dimensional National Municipal Bond ETF worth $18.2M as of Q2 2026.
  • Savant Capital bought 65,272 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $3.15M.
  • Dimensional National Municipal Bond ETF made up 0.05% of Savant Capital's portfolio in Q2 2026, its #203 holding.
  • Savant Capital first reported a position in Dimensional National Municipal Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Savant Capital's Dimensional National Municipal Bond ETF position peaked at $25.2M in Q4 2025.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.