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

Triune Financial Partners’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 		$1.65M Buy
34,227
+10,990
+47% +$530K 0.35% 16
2026
Q1 		$1.11M Buy
23,237
+5,176
+29% +$251K 0.26% 18
2025
Q4 		$876K Buy
18,061
+8,621
+91% +$415K 0.2% 18
2025
Q3 		$453K Buy
9,440
+3,456
+58% +$164K 0.11% 25
2025
Q2 		$284K Sell
5,984
-2,455
-29% -$116K 0.08% 28
2025
Q1 		$401K Buy
8,439
+48
+0.6% +$2.3K 0.13% 24
2024
Q4 		$401K Sell
8,391
-2,897
-26% -$139K 0.13% 20
2024
Q3 		$548K Buy
11,288
+75
+0.7% +$3.62K 0.17% 15
2024
Q2 		$536K Buy
11,213
+74
+0.7% +$3.54K 0.18% 15
2024
Q1 		$536K Buy
11,139
+52
+0.5% +$2.51K 0.19% 16
2023
Q4 		$538K Buy
11,087
+87
+0.8% +$4.11K 0.2% 14
2023
Q3 		$511K Buy
11,000
+61
+0.6% +$2.89K 0.21% 15
2023
Q2 		$521K Buy
10,939
+56
+0.5% +$2.68K 0.21% 14
2023
Q1 		$526K Sell
10,883
-10,392
-49% -$500K 0.23% 13
2022
Q4 		$1.02M Buy
+21,275
New +$1.01M 0.48% 12

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

Triune Financial Partners's DFNM Position: Q2 2026 in Review

Triune Financial Partners increased its Dimensional National Municipal Bond ETF (DFNM) stake by 47% in Q2 2026, buying an estimated $530K and bringing the position to 34,227 shares worth $1.65M. The position accounts for 0.35% of the portfolio, ranked #16.

Triune Financial Partners first reported a position in DFNM in Q4 2022 and has held it in 15 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Triune Financial Partners held 34,227 shares of Dimensional National Municipal Bond ETF worth $1.65M as of Q2 2026.
  • Triune Financial Partners bought 10,990 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $530K.
  • Dimensional National Municipal Bond ETF made up 0.35% of Triune Financial Partners's portfolio in Q2 2026, its #16 holding.
  • Triune Financial Partners first reported a position in Dimensional National Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Triune Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.