Wealth Enhancement Advisory Services
DFNM icon

Wealth Enhancement Advisory Services’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Wealth Enhancement Advisory Services’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 		$10.2M Buy
212,330
+3,961
+2% +$191K 0.02% 666
2026
Q1 		$10M Sell
208,369
-136,578
-40% -$6.62M 0.02% 583
2025
Q4 		$16.7M Sell
344,947
-8,537
-2% -$411K 0.02% 532
2025
Q3 		$17M Sell
353,484
-30,342
-8% -$1.44M 0.03% 493
2025
Q2 		$18.2M Sell
383,826
-36,288
-9% -$1.71M 0.03% 446
2025
Q1 		$20M Sell
420,114
-84,918
-17% -$4.07M 0.04% 396
2024
Q4 		$24.1M Buy
505,032
+16,074
+3% +$773K 0.05% 336
2024
Q3 		$23.7M Buy
488,958
+12,541
+3% +$605K 0.05% 320
2024
Q2 		$22.8M Buy
476,417
+3,887
+0.8% +$186K 0.05% 307
2024
Q1 		$22.7M Buy
472,530
+372,239
+371% +$18M 0.06% 296
2023
Q4 		$4.87M Buy
100,291
+14,792
+17% +$699K 0.01% 618
2023
Q3 		$3.97M Buy
+85,499
New +$4.05M 0.01% 639

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