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TFB Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

TFB Advisors’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
Q1 		– Sell
-6,714
Closed -$323K – 219
2025
Q4 		$323K Sell
6,714
-35
-0.5% -$1.69K 0.09% 235
2025
Q3 		$325K Buy
+6,749
New +$321K 0.09% 230

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
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

TFB Advisors's DFNM Position: Q1 2026 in Review

TFB Advisors sold out of Dimensional National Municipal Bond ETF (DFNM) in Q1 2026, closing a stake of 6,714 shares — an estimated $323K sold.

TFB Advisors first reported a position in DFNM in Q3 2025 and held it in 2 quarters. The position peaked at $325K in Q3 2025. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • TFB Advisors reported no remaining Dimensional National Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • TFB Advisors sold 6,714 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $323K.
  • TFB Advisors first reported a position in Dimensional National Municipal Bond ETF in Q3 2025 and held it in 2 quarters.
  • TFB Advisors's Dimensional National Municipal Bond ETF position peaked at $325K in Q3 2025.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.