EWA
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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
Q2 		$1.76M Sell
36,355
-288
-0.8% -$13.9K 1% 21
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 $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

Elevate Wealth Advisory's DFNM Position: Q2 2026 in Review

Elevate Wealth Advisory reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 0.79% in Q2 2026, selling an estimated $13.9K and leaving 36,355 shares worth $1.76M. The position accounts for 1% of the portfolio, ranked #21.

Elevate Wealth Advisory first reported a position in DFNM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.97M in Q4 2024. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Elevate Wealth Advisory held 36,355 shares of Dimensional National Municipal Bond ETF worth $1.76M as of Q2 2026.
  • Elevate Wealth Advisory sold 288 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $13.9K.
  • Dimensional National Municipal Bond ETF made up 1% of Elevate Wealth Advisory's portfolio in Q2 2026, its #21 holding.
  • Elevate Wealth Advisory first reported a position in Dimensional National Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Elevate Wealth Advisory's Dimensional National Municipal Bond ETF position peaked at $1.97M in Q4 2024.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.