EWA
DFNM icon

Elevate Wealth Advisory’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Elevate Wealth Advisory’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 		$1.76M Buy
36,643
+19
+0.1% +$921 1.11% 19
2025
Q4 		$1.76M Sell
36,624
-75
-0.2% -$3.61K 1.21% 19
2025
Q3 		$1.76M Buy
36,699
+731
+2% +$34.8K 1.28% 19
2025
Q2 		$1.71M Buy
35,968
+1,478
+4% +$69.8K 1.21% 21
2025
Q1 		$1.64M Sell
34,490
-6,795
-16% -$325K 1.16% 21
2024
Q4 		$1.97M Buy
41,285
+775
+2% +$37.3K 1.48% 18
2024
Q3 		$1.97M Buy
40,510
+165
+0.4% +$7.96K 1.46% 17
2024
Q2 		$1.93M Buy
40,345
+628
+2% +$30K 1.56% 17
2024
Q1 		$1.91M Buy
39,717
+7,931
+25% +$383K 1.66% 17
2023
Q4 		$1.54M Buy
+31,786
New +$1.5M 1.41% 21

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 $4.48B AUM 13.76% 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 $1.75B AUM 15.4% 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 $2.78B AUM 15.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return