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
Q3 		$8.53M Sell
185,047
-27,283
-13% -$1.3M 0.01% 798
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

Other funds holding DFNM

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FG
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
VF
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
OFI
Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
2L
25 LLC St. Louis, Missouri $367M AUM 10.52% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's DFNM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 13% in Q3 2026, selling an estimated $1.3M and leaving 185,047 shares worth $8.53M. The position accounts for 0.01% of the portfolio, ranked #798.

Wealth Enhancement Advisory Services first reported a position in DFNM in Q3 2023 and has held it in 13 quarters since. The position peaked at $24.1M in Q4 2024. 23 funds tracked by Wall St. Rank hold DFNM as of Q3 2026.

  • Wealth Enhancement Advisory Services held 185,047 shares of Dimensional National Municipal Bond ETF worth $8.53M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 27,283 Dimensional National Municipal Bond ETF shares in Q3 2026, an estimated $1.3M.
  • Dimensional National Municipal Bond ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #798 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional National Municipal Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Dimensional National Municipal Bond ETF position peaked at $24.1M in Q4 2024.
  • 23 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.