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Timonier Family Office’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Timonier Family Office’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 		$1.95M Buy
+40,389
New +$1.95M 0.55% 24
2025
Q4 		$2.14M Sell
44,346
-1,963
-4% -$94.6K 0.68% 23
2025
Q3 		$2.22M Sell
46,309
-1,165
-2% -$55.4K 0.73% 23
2025
Q2 		$2.25M Sell
47,474
-13,946
-23% -$659K 0.84% 22
2025
Q1 		$2.92M Sell
61,420
-645
-1% -$30.9K 1.29% 20
2024
Q4 		$2.96M Buy
+62,065
New +$2.99M 1.52% 18

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

Timonier Family Office's DFNM Position: Q2 2026 in Review

Timonier Family Office opened a new position in Dimensional National Municipal Bond ETF (DFNM) in Q2 2026: 40,389 shares worth $1.95M. The stake represents 0.55% of the portfolio and ranks #24 among its holdings. This is a return to the name: Timonier Family Office previously reported a position in DFNM as recently as Q4 2025.

Timonier Family Office first reported a position in DFNM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.96M in Q4 2024. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Timonier Family Office held 40,389 shares of Dimensional National Municipal Bond ETF worth $1.95M as of Q2 2026.
  • Dimensional National Municipal Bond ETF was a new Timonier Family Office position in Q2 2026.
  • Dimensional National Municipal Bond ETF made up 0.55% of Timonier Family Office's portfolio in Q2 2026, its #24 holding.
  • Timonier Family Office first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Timonier Family Office's Dimensional National Municipal Bond ETF position peaked at $2.96M in Q4 2024.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Timonier Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.