TI
DFNM icon

Truepoint Inc’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Truepoint Inc’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 		$148M Buy
3,095,714
+121,634
+4% +$5.89M 3.31% 10
2025
Q4 		$143M Buy
2,974,080
+114,271
+4% +$5.51M 3.22% 10
2025
Q3 		$137M Buy
2,859,809
+221,963
+8% +$10.6M 3.19% 10
2025
Q2 		$125M Sell
2,637,846
-97,421
-4% -$4.6M 3.11% 10
2025
Q1 		$130M Buy
2,735,267
+35,169
+1% +$1.68M 3.53% 9
2024
Q4 		$129M Buy
2,700,098
+88,948
+3% +$4.28M 3.45% 9
2024
Q3 		$127M Buy
2,611,150
+20,203
+0.8% +$974K 3.4% 10
2024
Q2 		$124M Sell
2,590,947
-72,268
-3% -$3.45M 3.53% 10
2024
Q1 		$128M Buy
2,663,215
+286,632
+12% +$13.8M 3.64% 10
2023
Q4 		$115M Buy
2,376,583
+507,077
+27% +$24M 3.38% 10
2023
Q3 		$86.9M Buy
1,869,506
+1,808,346
+2,957% +$85.6M 2.79% 10
2023
Q2 		$2.91M Buy
+61,160
New +$2.93M 0.1% 42

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Truepoint Inc's DFNM Position: Q1 2026 in Review

Truepoint Inc increased its Dimensional National Municipal Bond ETF (DFNM) stake by 4.1% in Q1 2026, buying an estimated $5.89M and bringing the position to 3,095,714 shares worth $148M. The position accounts for 3.31% of the portfolio, ranked #10.

Truepoint Inc first reported a position in DFNM in Q2 2023 and has held it in 12 quarters since. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Truepoint Inc held 3,095,714 shares of Dimensional National Municipal Bond ETF worth $148M as of Q1 2026.
  • Truepoint Inc bought 121,634 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $5.89M.
  • Dimensional National Municipal Bond ETF made up 3.31% of Truepoint Inc's portfolio in Q1 2026, its #10 holding.
  • Truepoint Inc first reported a position in Dimensional National Municipal Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.