Truist Financial
DFNM icon

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

Truist Financial’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 		$3.31M Buy
68,393
+1,441
+2% +$69.5K ﹤0.01% 1124
2026
Q1 		$3.21M Buy
66,952
+455
+0.7% +$22K ﹤0.01% 1065
2025
Q4 		$3.2M Buy
66,497
+4,802
+8% +$231K ﹤0.01% 1050
2025
Q3 		$2.96M Buy
61,695
+11,030
+22% +$525K ﹤0.01% 1140
2025
Q2 		$2.4M Buy
50,665
+227
+0.5% +$10.7K ﹤0.01% 1190
2025
Q1 		$2.4M Buy
50,438
+961
+2% +$46K ﹤0.01% 1139
2024
Q4 		$2.36M Buy
49,477
+2,487
+5% +$120K ﹤0.01% 1159
2024
Q3 		$2.28M Buy
46,990
+2,588
+6% +$125K ﹤0.01% 1181
2024
Q2 		$2.12M Buy
44,402
+1,411
+3% +$67.4K ﹤0.01% 1247
2024
Q1 		$2.07M Buy
42,991
+2,741
+7% +$132K ﹤0.01% 1268
2023
Q4 		$1.95M Buy
40,250
+8,443
+27% +$399K ﹤0.01% 1269
2023
Q3 		$1.48M Buy
31,807
+1,906
+6% +$90.2K ﹤0.01% 1392
2023
Q2 		$1.42M Sell
29,901
-266
-0.9% -$12.7K ﹤0.01% 1416
2023
Q1 		$1.46M Sell
30,167
-885
-3% -$42.6K ﹤0.01% 1373
2022
Q4 		$1.48M Buy
31,052
+20,089
+183% +$949K ﹤0.01% 1357
2022
Q3 		$511K Sell
10,963
-1,179
-10% -$56.7K ﹤0.01% 1808
2022
Q2 		$584K Sell
12,142
-6,382
-34% -$306K ﹤0.01% 1817
2022
Q1 		$898K Buy
+18,524
New +$915K ﹤0.01% 1686

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

Truist Financial's DFNM Position: Q2 2026 in Review

Truist Financial increased its Dimensional National Municipal Bond ETF (DFNM) stake by 2.2% in Q2 2026, buying an estimated $69.5K and bringing the position to 68,393 shares worth $3.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Truist Financial first reported a position in DFNM in Q1 2022 and has held it in 18 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Truist Financial held 68,393 shares of Dimensional National Municipal Bond ETF worth $3.31M as of Q2 2026.
  • Truist Financial bought 1,441 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $69.5K.
  • Dimensional National Municipal Bond ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1124 holding.
  • Truist Financial first reported a position in Dimensional National Municipal Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.