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

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

Wealth Enhancement Advisory Services's DFNM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional National Municipal Bond ETF (DFNM) stake by 1.9% in Q2 2026, buying an estimated $191K and bringing the position to 212,330 shares worth $10.2M. The position accounts for 0.02% of the portfolio, ranked #666.

Wealth Enhancement Advisory Services first reported a position in DFNM in Q3 2023 and has held it in 12 quarters since. The position peaked at $24.1M in Q4 2024. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 212,330 shares of Dimensional National Municipal Bond ETF worth $10.2M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,961 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $191K.
  • Dimensional National Municipal Bond ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #666 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional National Municipal Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Dimensional National Municipal Bond ETF position peaked at $24.1M in Q4 2024.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.