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EverSource Wealth Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

EverSource Wealth 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 		– Sell
-9,215
Closed -$442K – 4433
2026
Q1 		$442K Hold
9,215
– – 0.01% 651
2025
Q4 		$444K Hold
9,215
– – 0.02% 580
2025
Q3 		$442K Buy
9,215
+140
+2% +$6.66K 0.02% 544
2025
Q2 		$430K Buy
+9,075
New +$429K 0.02% 517

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

EverSource Wealth Advisors's DFNM Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2026, closing a stake of 9,215 shares — an estimated $442K sold.

EverSource Wealth Advisors first reported a position in DFNM in Q2 2025 and held it in 4 quarters. The position peaked at $444K in Q4 2025. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 9,215 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $442K.
  • EverSource Wealth Advisors first reported a position in Dimensional National Municipal Bond ETF in Q2 2025 and held it in 4 quarters.
  • EverSource Wealth Advisors's Dimensional National Municipal Bond ETF position peaked at $444K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.