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Strategic Investment Solutions’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Strategic Investment Solutions’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 		$320K Sell
6,627
-309
-4% -$14.9K 0.07% 125
2026
Q1 		$332K Sell
6,936
-44
-0.6% -$2.13K 0.08% 117
2025
Q4 		$336K Sell
6,980
-184
-3% -$8.87K 0.08% 110
2025
Q3 		$344K Sell
7,164
-3,745
-34% -$178K 0.09% 112
2025
Q2 		$517K Sell
10,909
-17,802
-62% -$841K 0.16% 84
2025
Q1 		$1.37M Sell
28,711
-4,889
-15% -$234K 0.4% 44
2024
Q4 		$1.86M Buy
33,600
+4,509
+15% +$217K 0.62% 32
2024
Q3 		$1.41M Sell
29,091
-71
-0.2% -$3.42K 0.42% 44
2024
Q2 		$1.4M Buy
+29,162
New +$1.39M 0.45% 40
2023
Q4 		$1.36M Sell
28,004
-175,511
-86% -$8.29M 0.24% 60
2023
Q3 		$9.64M Buy
203,515
+197,665
+3,379% +$9.35M 0.12% 95
2023
Q2 		$278K Sell
5,850
-24,622
-81% -$1.18M 0.06% 110
2023
Q1 		$1.47M Sell
30,472
-3,737
-11% -$180K 0.29% 58
2022
Q4 		$1.67M Buy
+34,209
New +$1.62M 0.82% 29

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 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
Sequoia Financial Advisors
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

Strategic Investment Solutions's DFNM Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 4.5% in Q2 2026, selling an estimated $14.9K and leaving 6,627 shares worth $320K. The position accounts for 0.07% of the portfolio, ranked #125.

Strategic Investment Solutions first reported a position in DFNM in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.64M in Q3 2023. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Strategic Investment Solutions held 6,627 shares of Dimensional National Municipal Bond ETF worth $320K as of Q2 2026.
  • Strategic Investment Solutions sold 309 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $14.9K.
  • Dimensional National Municipal Bond ETF made up 0.07% of Strategic Investment Solutions's portfolio in Q2 2026, its #125 holding.
  • Strategic Investment Solutions first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Strategic Investment Solutions's Dimensional National Municipal Bond ETF position peaked at $9.64M in Q3 2023.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.