Level Financial Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Level Financial 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	$279K	Hold	5,775	–	–	0.06%	81
2026 Q1	$277K	Hold	5,775	–	–	0.07%	78
2025 Q4	$278K	Hold	5,775	–	–	0.07%	79
2025 Q3	$277K	Hold	5,775	–	–	0.08%	83
2025 Q2	$274K	Buy	+5,775	New	+$273K	0.09%	78

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

Level Financial Advisors's DFNM Position: Q2 2026 in Review

Level Financial Advisors held its Dimensional National Municipal Bond ETF (DFNM) position steady in Q2 2026 at 5,775 shares worth $279K. The position accounts for 0.06% of the portfolio, ranked #81.

Level Financial Advisors first reported a position in DFNM in Q2 2025 and has held it in 5 quarters since. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

Level Financial Advisors held 5,775 shares of Dimensional National Municipal Bond ETF worth $279K as of Q2 2026.
Level Financial Advisors left its Dimensional National Municipal Bond ETF share count unchanged in Q2 2026.
Dimensional National Municipal Bond ETF made up 0.06% of Level Financial Advisors's portfolio in Q2 2026, its #81 holding.
Level Financial Advisors first reported a position in Dimensional National Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.