Northwestern Mutual Wealth Management
DFNM icon

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

Northwestern Mutual 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 		$497K Buy
10,284
+2,071
+25% +$99.9K ﹤0.01% 1650
2026
Q1 		$394K Buy
8,213
+5,794
+240% +$281K ﹤0.01% 1648
2025
Q4 		$117K Sell
2,419
-55
-2% -$2.65K ﹤0.01% 2079
2025
Q3 		$119K Sell
2,474
-5,099
-67% -$243K ﹤0.01% 1984
2025
Q2 		$359K Buy
7,573
+7,120
+1,572% +$336K ﹤0.01% 1515
2025
Q1 		$21.5K Buy
+453
New +$21.7K ﹤0.01% 2480
2024
Q1 		– Sell
-132
Closed -$6.4K – 3618
2023
Q4 		$6.4K Buy
+132
New +$6.24K ﹤0.01% 2788
2023
Q3 		– Sell
-3,533
Closed -$168K – 3339
2023
Q2 		$168K Buy
3,533
+3,521
+29,342% +$168K ﹤0.01% 1529
2023
Q1 		$580 Buy
+12
New +$577 ﹤0.01% 3090

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

Northwestern Mutual Wealth Management's DFNM Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Dimensional National Municipal Bond ETF (DFNM) stake by 25% in Q2 2026, buying an estimated $99.9K and bringing the position to 10,284 shares worth $497K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Northwestern Mutual Wealth Management first reported a position in DFNM in Q1 2023 and has held it in 9 quarters since. 294 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Northwestern Mutual Wealth Management held 10,284 shares of Dimensional National Municipal Bond ETF worth $497K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 2,071 Dimensional National Municipal Bond ETF shares in Q2 2026, an estimated $99.9K.
  • Dimensional National Municipal Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1650 holding.
  • Northwestern Mutual Wealth Management first reported a position in Dimensional National Municipal Bond ETF in Q1 2023 and has held it in 9 quarters since.
  • 294 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.