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Verisail Partners’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Verisail Partners’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 		$2.09M Sell
43,265
-6,122
-12% -$295K 0.78% 10
2026
Q1 		$2.37M Buy
49,387
+356
+0.7% +$17.3K 0.96% 9
2025
Q4 		$2.36M Buy
49,031
+2,798
+6% +$135K 0.97% 9
2025
Q3 		$2.22M Buy
46,233
+1,393
+3% +$66.3K 0.94% 10
2025
Q2 		$2.13M Buy
44,840
+1,095
+3% +$51.7K 0.9% 9
2025
Q1 		$2.08M Buy
43,745
+410
+0.9% +$19.6K 0.96% 8
2024
Q4 		$2.07M Buy
+43,335
New +$2.09M 0.97% 9

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

Verisail Partners's DFNM Position: Q2 2026 in Review

Verisail Partners reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 12% in Q2 2026, selling an estimated $295K and leaving 43,265 shares worth $2.09M. The position accounts for 0.78% of the portfolio, ranked #10.

Verisail Partners first reported a position in DFNM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.37M in Q1 2026. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Verisail Partners held 43,265 shares of Dimensional National Municipal Bond ETF worth $2.09M as of Q2 2026.
  • Verisail Partners sold 6,122 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $295K.
  • Dimensional National Municipal Bond ETF made up 0.78% of Verisail Partners's portfolio in Q2 2026, its #10 holding.
  • Verisail Partners first reported a position in Dimensional National Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Verisail Partners's Dimensional National Municipal Bond ETF position peaked at $2.37M in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Verisail Partners's 13F filing for Q2 2026, filed 14 Jul 2026.