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Tillman Hartley LLC’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Tillman Hartley LLC’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 		$4.88M Buy
101,853
+12,492
+14% +$605K 1.23% 19
2025
Q4 		$4.3M Buy
89,361
+15,470
+21% +$745K 1.08% 22
2025
Q3 		$3.55M Buy
73,891
+20,210
+38% +$961K 0.92% 26
2025
Q2 		$2.55M Buy
+53,681
New +$2.54M 0.72% 28

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 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

Tillman Hartley LLC's DFNM Position: Q1 2026 in Review

Tillman Hartley LLC increased its Dimensional National Municipal Bond ETF (DFNM) stake by 14% in Q1 2026, buying an estimated $605K and bringing the position to 101,853 shares worth $4.88M. The position accounts for 1.23% of the portfolio, ranked #19.

Tillman Hartley LLC first reported a position in DFNM in Q2 2025 and has held it in 4 quarters since. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Tillman Hartley LLC held 101,853 shares of Dimensional National Municipal Bond ETF worth $4.88M as of Q1 2026.
  • Tillman Hartley LLC bought 12,492 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $605K.
  • Dimensional National Municipal Bond ETF made up 1.23% of Tillman Hartley LLC's portfolio in Q1 2026, its #19 holding.
  • Tillman Hartley LLC first reported a position in Dimensional National Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Tillman Hartley LLC's 13F filing for Q1 2026, filed 8 May 2026.