Wells Fargo
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Wells Fargo’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Wells Fargo’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 		$9.75K Buy
+202
New +$9.74K ﹤0.01% 6081
2026
Q1 		– Hold
0
– – – 7025
2025
Q1 		– Sell
-176
Closed -$8.41K – 7085
2024
Q4 		$8.41K Buy
+176
New +$8.47K ﹤0.01% 5972
2024
Q2 		– Sell
-1,289
Closed -$62K – 7030
2024
Q1 		$62K Buy
+1,289
New +$62.2K ﹤0.01% 5167
2023
Q4 		– Sell
-1,000
Closed -$46.5K – 7610
2023
Q3 		$46.5K Buy
+1,000
New +$47.3K ﹤0.01% 5217

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

Wells Fargo's DFNM Position: Q2 2026 in Review

Wells Fargo opened a new position in Dimensional National Municipal Bond ETF (DFNM) in Q2 2026: 202 shares worth $9.75K. The stake represents ﹤0.01% of the portfolio and ranks #6081 among its holdings. This is a return to the name: Wells Fargo previously reported a position in DFNM as recently as Q4 2024.

Wells Fargo first reported a position in DFNM in Q3 2023 and has held it in 4 quarters since. The position peaked at $62K in Q1 2024. 293 funds tracked by Wall St. Rank hold DFNM as of Q2 2026.

  • Wells Fargo held 202 shares of Dimensional National Municipal Bond ETF worth $9.75K as of Q2 2026.
  • Dimensional National Municipal Bond ETF was a new Wells Fargo position in Q2 2026.
  • Dimensional National Municipal Bond ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #6081 holding.
  • Wells Fargo first reported a position in Dimensional National Municipal Bond ETF in Q3 2023 and has held it in 4 quarters since.
  • Wells Fargo's Dimensional National Municipal Bond ETF position peaked at $62K in Q1 2024.
  • 293 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.