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 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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

AE Wealth Management's DFNM Position: Q1 2026 in Review

AE Wealth Management reduced its Dimensional National Municipal Bond ETF (DFNM) stake by 83% in Q1 2026, selling an estimated $5.52K and leaving 24 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2510.

AE Wealth Management first reported a position in DFNM in Q2 2023 and has held it in 9 quarters since. The position peaked at $578K in Q3 2023. 276 funds tracked by Wall St. Rank hold DFNM as of Q1 2026.

AE Wealth Management held 24 shares of Dimensional National Municipal Bond ETF worth $1.15K as of Q1 2026.
AE Wealth Management sold 114 Dimensional National Municipal Bond ETF shares in Q1 2026, an estimated $5.52K.
Dimensional National Municipal Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2510 holding.
AE Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q2 2023 and has held it in 9 quarters since.
AE Wealth Management's Dimensional National Municipal Bond ETF position peaked at $578K in Q3 2023.
276 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.