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AE Wealth Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

AE Wealth Management’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 		$1.16K Hold
24
– – ﹤0.01% 2582
2026
Q1 		$1.15K Sell
24
-114
-83% -$5.52K ﹤0.01% 2510
2025
Q4 		$6.65K Hold
138
– – ﹤0.01% 2195
2025
Q3 		$6.62K Hold
138
– – ﹤0.01% 2037
2025
Q2 		$6.54K Hold
138
– – ﹤0.01% 1928
2025
Q1 		$6.57K Hold
138
– – ﹤0.01% 1907
2024
Q4 		$6.59K Buy
+138
New +$6.64K ﹤0.01% 1887
2024
Q1 		– Sell
-8,200
Closed -$395K – 1336
2023
Q4 		$395K Sell
8,200
-4,236
-34% -$200K ﹤0.01% 1575
2023
Q3 		$578K Buy
12,436
+5,165
+71% +$244K ﹤0.01% 1303
2023
Q2 		$346K Buy
+7,271
New +$348K ﹤0.01% 1552

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

AE Wealth Management's DFNM Position: Q2 2026 in Review

AE Wealth Management held its Dimensional National Municipal Bond ETF (DFNM) position steady in Q2 2026 at 24 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2582.

AE Wealth Management first reported a position in DFNM in Q2 2023 and has held it in 10 quarters since. The position peaked at $578K in Q3 2023. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • AE Wealth Management held 24 shares of Dimensional National Municipal Bond ETF worth $1.16K as of Q2 2026.
  • AE Wealth Management left its Dimensional National Municipal Bond ETF share count unchanged in Q2 2026.
  • Dimensional National Municipal Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2582 holding.
  • AE Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q2 2023 and has held it in 10 quarters since.
  • AE Wealth Management's Dimensional National Municipal Bond ETF position peaked at $578K in Q3 2023.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.