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 Q2	$458K	Sell	9,476 -419	-4%	-$20.2K	0.09%	119
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 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

Eldridge Investment Advisors's DFNM Position: Q2 2026 in Review

Eldridge Investment Advisors reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 4.2% in Q2 2026, selling an estimated $20.2K and leaving 9,476 shares worth $458K. The position accounts for 0.09% of the portfolio, ranked #119.

Eldridge Investment Advisors first reported a position in DFNM in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.13M in Q4 2022. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Eldridge Investment Advisors held 9,476 shares of Dimensional National Municipal Bond ETF worth $458K as of Q2 2026.
Eldridge Investment Advisors sold 419 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $20.2K.
Dimensional National Municipal Bond ETF made up 0.09% of Eldridge Investment Advisors's portfolio in Q2 2026, its #119 holding.
Eldridge Investment Advisors first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and has held it in 17 quarters since.
Eldridge Investment Advisors's Dimensional National Municipal Bond ETF position peaked at $2.13M in Q4 2022.
294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.