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Wheels Up Wealth’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Wheels Up Wealth’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 		$1.59M Buy
32,896
+124
+0.4% +$5.98K 1.35% 14
2026
Q1 		$1.57M Sell
32,772
-2,474
-7% -$120K 1.48% 13
2025
Q4 		$1.7M Buy
+35,246
New +$1.7M 1.58% 13

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

Wheels Up Wealth's DFNM Position: Q2 2026 in Review

Wheels Up Wealth increased its Dimensional National Municipal Bond ETF (DFNM) stake by 0.38% in Q2 2026, buying an estimated $5.98K and bringing the position to 32,896 shares worth $1.59M. The position accounts for 1.35% of the portfolio, ranked #14.

Wheels Up Wealth first reported a position in DFNM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.7M in Q4 2025. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Wheels Up Wealth held 32,896 shares of Dimensional National Municipal Bond ETF worth $1.59M as of Q2 2026.
  • Wheels Up Wealth bought 124 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $5.98K.
  • Dimensional National Municipal Bond ETF made up 1.35% of Wheels Up Wealth's portfolio in Q2 2026, its #14 holding.
  • Wheels Up Wealth first reported a position in Dimensional National Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Wheels Up Wealth's Dimensional National Municipal Bond ETF position peaked at $1.7M in Q4 2025.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Wheels Up Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.