Washington Trust Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Washington Trust Advisors’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	$3.91M	Sell	80,864 -1,223	-1%	-$59K	0.29%	59
2026 Q1	$3.93M	Buy	82,087 +1,689	+2%	+$81.8K	0.32%	57
2025 Q4	$3.87M	Sell	80,398 -1,079	-1%	-$52K	0.3%	56
2025 Q3	$3.91M	Buy	+81,477	New	+$3.88M	0.3%	56

Other funds holding DFNM

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Washington Trust Advisors's DFNM Position: Q2 2026 in Review

Washington Trust Advisors reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 1.5% in Q2 2026, selling an estimated $59K and leaving 80,864 shares worth $3.91M. The position accounts for 0.29% of the portfolio, ranked #59.

Washington Trust Advisors first reported a position in DFNM in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.93M in Q1 2026. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Washington Trust Advisors held 80,864 shares of Dimensional National Municipal Bond ETF worth $3.91M as of Q2 2026.
Washington Trust Advisors sold 1,223 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $59K.
Dimensional National Municipal Bond ETF made up 0.29% of Washington Trust Advisors's portfolio in Q2 2026, its #59 holding.
Washington Trust Advisors first reported a position in Dimensional National Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
Washington Trust Advisors's Dimensional National Municipal Bond ETF position peaked at $3.93M in Q1 2026.
293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.