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E-Wealth Partners’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

E-Wealth 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 		$3.25M Sell
67,295
-30,101
-31% -$1.45M 2.35% 11
2026
Q1 		$4.67M Buy
97,396
+282
+0.3% +$13.7K 3.77% 9
2025
Q4 		$4.68M Buy
+97,114
New +$4.68M 3.93% 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

E-Wealth Partners's DFNM Position: Q2 2026 in Review

E-Wealth Partners reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 31% in Q2 2026, selling an estimated $1.45M and leaving 67,295 shares worth $3.25M. The position accounts for 2.35% of the portfolio, ranked #11.

E-Wealth Partners first reported a position in DFNM in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.68M in Q4 2025. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • E-Wealth Partners held 67,295 shares of Dimensional National Municipal Bond ETF worth $3.25M as of Q2 2026.
  • E-Wealth Partners sold 30,101 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $1.45M.
  • Dimensional National Municipal Bond ETF made up 2.35% of E-Wealth Partners's portfolio in Q2 2026, its #11 holding.
  • E-Wealth Partners first reported a position in Dimensional National Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • E-Wealth Partners's Dimensional National Municipal Bond ETF position peaked at $4.68M in Q4 2025.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.