UBS Group
DFNM icon

UBS Group’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

UBS Group’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 		– Sell
-21
Closed -$1.01K – 10621
2025
Q4 		$1.01K Buy
+21
New +$1.01K ﹤0.01% 9724
2024
Q4 		– Sell
-3,329
Closed -$162K – 10013
2024
Q3 		$162K Buy
+3,329
New +$161K ﹤0.01% 6029
2024
Q2 		– Sell
-1,014
Closed -$48.8K – 9619
2024
Q1 		$48.8K Buy
+1,014
New +$48.9K ﹤0.01% 6520
2023
Q3 		– Sell
-3,052
Closed -$145K – 9549
2023
Q2 		$145K Buy
3,052
+1,848
+153% +$88.4K ﹤0.01% 5710
2023
Q1 		$58.2K Buy
+1,204
New +$57.9K ﹤0.01% 6329
2022
Q3 		– Sell
-1,068
Closed -$51K – 10440
2022
Q2 		$51K Buy
1,068
+478
+81% +$22.9K ﹤0.01% 5884
2022
Q1 		$29K Sell
590
-856
-59% -$42.3K ﹤0.01% 7027
2021
Q4 		$73K Buy
+1,446
New +$72.8K ﹤0.01% 6572

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

UBS Group's DFNM Position: Q1 2026 in Review

UBS Group sold out of Dimensional National Municipal Bond ETF (DFNM) in Q1 2026, closing a stake of 21 shares — an estimated $1.01K sold.

UBS Group first reported a position in DFNM in Q4 2021 and held it in 8 quarters. The position peaked at $162K in Q3 2024. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • UBS Group reported no remaining Dimensional National Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 21 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $1.01K.
  • UBS Group first reported a position in Dimensional National Municipal Bond ETF in Q4 2021 and held it in 8 quarters.
  • UBS Group's Dimensional National Municipal Bond ETF position peaked at $162K in Q3 2024.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.