UB
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UMB Bank’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

UMB Bank’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 		– Sell
-2,191
Closed -$105K – 2323
2026
Q1 		$105K Buy
+2,191
New +$106K ﹤0.01% 955

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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 $7.88B AUM 10.78% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 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

UMB Bank's DFNM Position: Q2 2026 in Review

UMB Bank sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2026, closing a stake of 2,191 shares — an estimated $105K sold.

UMB Bank first reported a position in DFNM in Q1 2026 and held it in 1 quarter. The position peaked at $105K in Q1 2026. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • UMB Bank reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • UMB Bank sold 2,191 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $105K.
  • UMB Bank first reported a position in Dimensional National Municipal Bond ETF in Q1 2026 and held it in 1 quarter.
  • UMB Bank's Dimensional National Municipal Bond ETF position peaked at $105K in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.