Envestnet Asset Management
DFNM icon

Envestnet Asset Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Envestnet Asset Management’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 		$9.83M Buy
203,458
+64,856
+47% +$3.13M ﹤0.01% 1967
2026
Q1 		$6.64M Buy
138,602
+54,610
+65% +$2.65M ﹤0.01% 2115
2025
Q4 		$4.05M Sell
83,992
-9,853
-10% -$475K ﹤0.01% 2327
2025
Q3 		$4.5M Sell
93,845
-763
-0.8% -$36.3K ﹤0.01% 2326
2025
Q2 		$4.49M Sell
94,608
-22,780
-19% -$1.08M ﹤0.01% 2269
2025
Q1 		$5.58M Buy
117,388
+953
+0.8% +$45.6K ﹤0.01% 2041
2024
Q4 		$5.56M Buy
116,435
+5,963
+5% +$287K ﹤0.01% 2032
2024
Q3 		$5.36M Buy
110,472
+9,518
+9% +$459K ﹤0.01% 2067
2024
Q2 		$4.82M Buy
100,954
+14,844
+17% +$709K ﹤0.01% 2045
2024
Q1 		$4.14M Buy
86,110
+5,991
+7% +$289K ﹤0.01% 2111
2023
Q4 		$3.89M Buy
80,119
+7,437
+10% +$351K ﹤0.01% 2058
2023
Q3 		$3.38M Sell
72,682
-7,956
-10% -$376K ﹤0.01% 2072
2023
Q2 		$3.84M Buy
80,638
+16,611
+26% +$795K ﹤0.01% 1863
2023
Q1 		$3.09M Buy
64,027
+1,587
+3% +$76.3K ﹤0.01% 1922
2022
Q4 		$2.99M Buy
62,440
+25,767
+70% +$1.22M ﹤0.01% 1907
2022
Q3 		$1.71M Buy
36,673
+310
+0.9% +$14.9K ﹤0.01% 2172
2022
Q2 		$1.75M Buy
36,363
+17,150
+89% +$822K ﹤0.01% 2195
2022
Q1 		$931K Buy
+19,213
New +$949K ﹤0.01% 2718

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

Envestnet Asset Management's DFNM Position: Q2 2026 in Review

Envestnet Asset Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 47% in Q2 2026, buying an estimated $3.13M and bringing the position to 203,458 shares worth $9.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

Envestnet Asset Management first reported a position in DFNM in Q1 2022 and has held it in 18 quarters since. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Envestnet Asset Management held 203,458 shares of Dimensional National Municipal Bond ETF worth $9.83M as of Q2 2026.
  • Envestnet Asset Management bought 64,856 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $3.13M.
  • Dimensional National Municipal Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1967 holding.
  • Envestnet Asset Management first reported a position in Dimensional National Municipal Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • 293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.