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 Q3	$285K	Buy	6,190 +415	+7%	+$19.7K	0.06%	82
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

OFI

Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Level Financial Advisors's DFNM Position: Q3 2026 in Review

Level Financial Advisors increased its Dimensional National Municipal Bond ETF (DFNM) stake by 7.2% in Q3 2026, buying an estimated $19.7K and bringing the position to 6,190 shares worth $285K. The position accounts for 0.06% of the portfolio, ranked #82.

Level Financial Advisors first reported a position in DFNM in Q2 2025 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold DFNM as of Q3 2026.

Level Financial Advisors held 6,190 shares of Dimensional National Municipal Bond ETF worth $285K as of Q3 2026.
Level Financial Advisors bought 415 Dimensional National Municipal Bond ETF shares in Q3 2026, an estimated $19.7K.
Dimensional National Municipal Bond ETF made up 0.06% of Level Financial Advisors's portfolio in Q3 2026, its #82 holding.
Level Financial Advisors first reported a position in Dimensional National Municipal Bond ETF in Q2 2025 and has held it in 6 quarters since.
30 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2026.

Based on Level Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.