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
2025 Q3	$6.62K	Hold
2025 Q2	$6.54K	Hold
2025 Q1	$6.57K	Hold
2024 Q4	$6.59K	Buy
2024 Q1	–	Sell
2023 Q4	$395K	Sell
2023 Q3	$578K	Buy
2023 Q2	$346K	Buy