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
Q2 		$483 Buy
+10
New +$482 ﹤0.01% 9834
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 $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

UBS Group's DFNM Position: Q2 2026 in Review

UBS Group opened a new position in Dimensional National Municipal Bond ETF (DFNM) in Q2 2026: 10 shares worth $483. The stake represents ﹤0.01% of the portfolio and ranks #9834 among its holdings. This is a return to the name: UBS Group previously reported a position in DFNM as recently as Q4 2025.

UBS Group first reported a position in DFNM in Q4 2021 and has held it in 9 quarters since. The position peaked at $162K in Q3 2024. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • UBS Group held 10 shares of Dimensional National Municipal Bond ETF worth $483 as of Q2 2026.
  • Dimensional National Municipal Bond ETF was a new UBS Group position in Q2 2026.
  • Dimensional National Municipal Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9834 holding.
  • UBS Group first reported a position in Dimensional National Municipal Bond ETF in Q4 2021 and has held it in 9 quarters since.
  • UBS Group's Dimensional National Municipal Bond ETF position peaked at $162K in Q3 2024.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.