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

VisionPoint Advisory 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 		– Sell
-15,086
Closed -$723K – 491
2026
Q1 		$723K Buy
+15,086
New +$731K 0.14% 173

Other funds holding DFNM

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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 $7.08B 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

VisionPoint Advisory Group's DFNM Position: Q2 2026 in Review

VisionPoint Advisory Group sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2026, closing a stake of 15,086 shares — an estimated $723K sold.

VisionPoint Advisory Group first reported a position in DFNM in Q1 2026 and held it in 1 quarter. The position peaked at $723K in Q1 2026. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • VisionPoint Advisory Group reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • VisionPoint Advisory Group sold 15,086 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $723K.
  • VisionPoint Advisory Group first reported a position in Dimensional National Municipal Bond ETF in Q1 2026 and held it in 1 quarter.
  • VisionPoint Advisory Group's Dimensional National Municipal Bond ETF position peaked at $723K in Q1 2026.
  • 293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.