Stifel Financial
DFNM icon

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

Stifel 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 		$3.72M Sell
77,050
-5,897
-7% -$284K ﹤0.01% 1604
2026
Q1 		$3.98M Buy
82,947
+4,682
+6% +$227K ﹤0.01% 1489
2025
Q4 		$3.77M Buy
78,265
+96
+0.1% +$4.63K ﹤0.01% 1498
2025
Q3 		$3.75M Sell
78,169
-1,411
-2% -$67.1K ﹤0.01% 1458
2025
Q2 		$3.77M Sell
79,580
-1,685
-2% -$79.6K ﹤0.01% 1411
2025
Q1 		$3.87M Buy
81,265
+3,286
+4% +$157K ﹤0.01% 1333
2024
Q4 		$3.73M Sell
77,979
-22,902
-23% -$1.1M ﹤0.01% 1368
2024
Q3 		$4.9M Buy
100,881
+3,245
+3% +$156K 0.01% 1222
2024
Q2 		$4.66M Sell
97,636
-2,153
-2% -$103K 0.01% 1183
2024
Q1 		$4.8M Sell
99,789
-333
-0.3% -$16.1K 0.01% 1166
2023
Q4 		$4.86M Sell
100,122
-3,100
-3% -$146K 0.01% 1109
2023
Q3 		$4.8M Sell
103,222
-49,120
-32% -$2.32M 0.01% 1049
2023
Q2 		$7.26M Sell
152,342
-1,053
-0.7% -$50.4K 0.01% 847
2023
Q1 		$7.41M Buy
153,395
+413
+0.3% +$19.9K 0.01% 813
2022
Q4 		$7.31M Buy
152,982
+122,982
+410% +$5.81M 0.01% 795
2022
Q3 		$1.4M Buy
+30,000
New +$1.44M ﹤0.01% 1714

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

Stifel Financial's DFNM Position: Q2 2026 in Review

Stifel Financial reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 7.1% in Q2 2026, selling an estimated $284K and leaving 77,050 shares worth $3.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1604.

Stifel Financial first reported a position in DFNM in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.41M in Q1 2023. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Stifel Financial held 77,050 shares of Dimensional National Municipal Bond ETF worth $3.72M as of Q2 2026.
  • Stifel Financial sold 5,897 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $284K.
  • Dimensional National Municipal Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1604 holding.
  • Stifel Financial first reported a position in Dimensional National Municipal Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Stifel Financial's Dimensional National Municipal Bond ETF position peaked at $7.41M in Q1 2023.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.