SEI Investments
DFNM icon

SEI Investments’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

SEI Investments’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 		$1.93M Buy
39,913
+4,048
+11% +$195K ﹤0.01% 1976
2026
Q1 		$1.72M Buy
35,865
+3,335
+10% +$162K ﹤0.01% 2080
2025
Q4 		$1.57M Buy
32,530
+3,364
+12% +$162K ﹤0.01% 1976
2025
Q3 		$1.4M Buy
29,166
+6,866
+31% +$327K ﹤0.01% 1833
2025
Q2 		$1.06M Buy
+22,300
New +$1.05M ﹤0.01% 1909

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

SEI Investments's DFNM Position: Q2 2026 in Review

SEI Investments increased its Dimensional National Municipal Bond ETF (DFNM) stake by 11% in Q2 2026, buying an estimated $195K and bringing the position to 39,913 shares worth $1.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1976.

SEI Investments first reported a position in DFNM in Q2 2025 and has held it in 5 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • SEI Investments held 39,913 shares of Dimensional National Municipal Bond ETF worth $1.93M as of Q2 2026.
  • SEI Investments bought 4,048 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $195K.
  • Dimensional National Municipal Bond ETF made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #1976 holding.
  • SEI Investments first reported a position in Dimensional National Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.