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Eldridge Investment Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Eldridge Investment 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
Q1 		$474K Sell
9,895
-132
-1% -$6.4K 0.1% 111
2025
Q4 		$483K Sell
10,027
-35
-0.3% -$1.69K 0.11% 111
2025
Q3 		$483K Buy
10,062
+55
+0.5% +$2.62K 0.11% 113
2025
Q2 		$475K Sell
10,007
-2,095
-17% -$99K 0.1% 111
2025
Q1 		$576K Sell
12,102
-2,054
-15% -$98.4K 0.13% 105
2024
Q4 		$676K Sell
14,156
-1,945
-12% -$93.6K 0.16% 94
2024
Q3 		$782K Sell
16,101
-5,979
-27% -$288K 0.18% 87
2024
Q2 		$1.05M Sell
22,080
-4,041
-15% -$193K 0.27% 75
2024
Q1 		$1.26M Sell
26,121
-694
-3% -$33.5K 0.32% 66
2023
Q4 		$1.3M Sell
26,815
-8,047
-23% -$380K 0.34% 66
2023
Q3 		$1.62M Sell
34,862
-5,893
-14% -$279K 0.54% 39
2023
Q2 		$1.94M Sell
40,755
-3,080
-7% -$147K 0.63% 37
2023
Q1 		$2.12M Sell
43,835
-789
-2% -$37.9K 0.73% 32
2022
Q4 		$2.13M Buy
44,624
+7,532
+20% +$356K 0.75% 33
2022
Q3 		$1.73M Buy
37,092
+28,332
+323% +$1.36M 0.67% 33
2022
Q2 		$421K Buy
+8,760
New +$420K 0.16% 80

Other funds holding DFNM

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Eldridge Investment Advisors's DFNM Position: Q1 2026 in Review

Eldridge Investment Advisors reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 1.3% in Q1 2026, selling an estimated $6.4K and leaving 9,895 shares worth $474K. The position accounts for 0.1% of the portfolio, ranked #111.

Eldridge Investment Advisors first reported a position in DFNM in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.13M in Q4 2022. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

  • Eldridge Investment Advisors held 9,895 shares of Dimensional National Municipal Bond ETF worth $474K as of Q1 2026.
  • Eldridge Investment Advisors sold 132 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $6.4K.
  • Dimensional National Municipal Bond ETF made up 0.1% of Eldridge Investment Advisors's portfolio in Q1 2026, its #111 holding.
  • Eldridge Investment Advisors first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Eldridge Investment Advisors's Dimensional National Municipal Bond ETF position peaked at $2.13M in Q4 2022.
  • 276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.