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Dimensional National Municipal Bond ETF (DFNM) Institutional Ownership

Dimensional National Municipal Bond ETF logo
$47.42 +0.02 (+0.04%)
Closing price 04:10 PM Eastern
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$47.43 +0.01 (+0.02%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Dimensional National Municipal Bond ETF (NYSEARCA:DFNM)

Number of
Institutional Buyers
(last 12 months)
195
Total
Institutional Inflows
(last 12 months)
$649.21M
Number of
Institutional Sellers
(last 12 months)
128
Total
Institutional Outflows
(last 12 months)
$116.46M
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DFNM Institutional Buying and Selling by Quarter

Dimensional National Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/26/2025 Thrivent Financial for Lutherans19,756$937K0.0%N/A0.058%
8/18/2025 Geneos Wealth Management Inc.2,063$98K0.0%+68.7%0.006%
8/15/2025 North Ridge Wealth Advisors Inc.37,657$1.79M1.1%-28.5%0.111%
8/15/2025 Binnacle Investments Inc10,594$502K0.3%+25.7%0.031%
8/15/2025 Corient Private Wealth LLC85,352$4.05M0.0%-22.6%0.251%
8/15/2025 McIlrath & Eck LLC7,686$365K0.0%-18.8%0.023%
8/15/2025 Great Valley Advisor Group Inc.33,685$1.60M0.0%+1.1%0.099%
8/15/2025 Bank of America Corp DE307,275$14.57M0.0%-2.9%0.904%
8/14/2025 Sentinel Wealth Management Inc.107,077$5.08M4.8%N/A0.315%
8/14/2025 Raymond James Financial Inc.4,269$202K0.0%N/A0.013%
8/14/2025 Betterment LLC22,393$1.06M0.0%+91.4%0.066%
8/14/2025 Main Street Financial Solutions LLC13,501$640K0.0%-33.0%0.040%
8/14/2025 Sei Investments Co.22,300$1.06M0.0%N/A0.066%
8/14/2025 NewEdge Advisors LLC28,171$1.34M0.0%+4.6%0.083%
8/14/2025 DecisionPoint Financial LLC9,344$443K0.1%-7.5%0.027%
8/14/2025 Baker Avenue Asset Management LP54,972$2.61M0.1%-2.7%0.162%
8/14/2025 Cary Street Partners Financial LLC54,775$2.60M0.1%+12.0%0.161%
8/13/2025 Cary Street Partners Investment Advisory LLC2,101$100K0.0%-64.4%0.006%
8/13/2025 United Wealth Management LLC107,625$5.11M1.5%+7.9%0.317%
8/13/2025 GeoWealth Management LLC862,408$40.90M1.6%-1.9%2.536%
8/13/2025 Parkworth Wealth Management Inc.16,593$787K0.6%+8.7%0.049%
8/13/2025 EverSource Wealth Advisors LLC9,075$430K0.0%N/A0.027%
8/13/2025 Legacy Capital Wealth Partners LLC8,326$395K0.1%N/A0.024%
8/13/2025 Northwestern Mutual Wealth Management Co.7,573$359K0.0%+1,571.7%0.022%
8/12/2025 Burk Holdings LLC8,555$406K0.3%N/A0.025%
8/12/2025 Legacy Financial Group Inc.76,154$3.61M1.1%-18.1%0.224%
8/12/2025 Nemes Rush Group LLC1,460$69K0.0%+40.4%0.004%
8/12/2025 JPMorgan Chase & Co.58,794$2.79M0.0%-36.8%0.173%
8/12/2025 BWM Planning LLC5,061$240K0.1%-26.1%0.015%
8/11/2025 Copperleaf Capital LLC8,187$388K0.2%-3.2%0.024%
8/11/2025 Wescott Financial Advisory Group LLC79,108$3.75M0.4%-0.7%0.236%
8/11/2025 Western Wealth Management LLC10,590$502K0.0%-6.0%0.032%
8/11/2025 Beta Wealth Group Inc.8,290$393K0.1%-7.6%0.025%
8/8/2025 Cetera Investment Advisers8,076$383K0.0%N/A0.024%
8/8/2025 Creative Planning10,478$497K0.0%-4.6%0.031%
8/8/2025 Truepoint Inc.2,637,846$125.11M3.1%-3.6%7.886%
8/8/2025 Meridian Wealth Management LLC8,493$403K0.0%N/A0.025%
8/8/2025 RAM Investment Partners LLC335,907$15.93M3.3%-21.2%1.004%
8/8/2025 Austin Wealth Management LLC378,263$17.88M3.2%-41.1%1.131%
8/7/2025 Verus Capital Partners LLC4,497$213K0.0%-54.8%0.013%
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8/7/2025 Timonier Family Office LTD.47,474$2.25M0.8%-22.7%0.142%
8/7/2025 Allworth Financial LP61,424$2.91M0.0%-16.1%0.184%
8/7/2025 Tillman Hartley LLC53,681$2.55M0.7%N/A0.160%
8/7/2025 Midwest Trust Co7,264$345K0.0%N/A0.022%
8/6/2025 Savant Capital LLC29,827$1.42M0.0%-9.1%0.089%
8/6/2025 Modera Wealth Management LLC69,668$3.30M0.0%-6.8%0.208%
8/6/2025 Summit Wealth Group LLC65,171$3.09M0.8%+1,187.7%0.195%
8/6/2025 Entrewealth LLC123,484$5.86M4.1%-22.4%0.369%
8/5/2025 GPS Wealth Strategies Group LLC2,000$95K0.0%-46.0%0.006%
8/5/2025 Integrity Wealth Solutions LLC19,366$919K0.4%-25.6%0.058%
8/4/2025 ArborFi Advisors LLC14,553$690K0.6%+61.2%0.044%
8/4/2025 Assetmark Inc.337,654$16.02M0.0%-16.4%1.009%
8/1/2025 JDH Wealth Management LLC7,511$356K0.3%-48.3%0.022%
8/1/2025 SwitchPoint Financial Planning LLC34,125$1.62M1.3%-10.9%0.102%
8/1/2025 Anson Capital Inc.7,935$376K0.3%+38.4%0.024%
8/1/2025 Red Lighthouse Investment Management LLC6,141$291K0.1%-3.7%0.018%
8/1/2025 Envestnet Asset Management Inc.94,608$4.49M0.0%-19.4%0.283%
7/31/2025 Resonant Capital Advisors LLC216,429$10.27M0.7%-8.3%0.647%
7/31/2025 Core Wealth Management Inc.110,149$5.22M1.8%-6.5%0.329%
7/31/2025 Focus Partners Advisor Solutions LLC694,395$32.94M0.4%-9.6%2.076%
7/31/2025 Glass Jacobson Investment Advisors llc8,840$419K0.2%+3.5%0.026%
7/31/2025 LJI Wealth Management LLC9,043$429K0.1%+2.4%0.027%
7/31/2025 Warburton Capital Management LLC22,204$1.05M0.6%+131.1%0.066%
7/30/2025 Rehmann Capital Advisory Group14,671$696K0.0%-4.1%0.044%
7/30/2025 Family Capital Management Inc.31,047$1.47M0.8%+2.2%0.093%
7/30/2025 Phillips Financial Management LLC21,347$1.01M0.1%-41.9%0.064%
7/30/2025 Blume Capital Management Inc.22,685$1.08M0.2%-16.5%0.068%
7/30/2025 Jackson Thornton Wealth Management LLC23,903$1.13M0.1%+4.8%0.071%
7/30/2025 Mills Wealth Advisors LLC35,995$1.71M0.8%-29.7%0.108%
7/29/2025 Aspiriant LLC347,452$16.48M0.5%+4,541.4%1.039%
7/28/2025 RCS Financial Planning LLC8,455$401K0.2%+7.0%0.025%
7/28/2025 Verisail Partners LLC44,840$2.13M0.9%+2.5%0.134%
7/25/2025 Concord Asset Management LLC VA27,861$1.32M0.2%N/A0.083%
7/25/2025 Sequoia Financial Advisors LLC781,593$37.07M0.1%+5.0%2.337%
7/25/2025 Landmark Wealth Management LLC39,142$1.86M0.8%-23.3%0.117%
7/25/2025 PrairieView Partners LLC66,227$3.14M0.3%-8.4%0.198%
7/25/2025 One Degree Advisors Inc22,814$1.08M0.4%+1.9%0.068%
7/24/2025 IFP Advisors Inc10,631$504K0.0%+1,214.1%0.032%
7/23/2025 Quarry Hill Advisors LLC38,427$1.82M1.1%+6.3%0.115%
7/23/2025 Sax Wealth Advisors LLC41,463$1.97M0.1%-46.5%0.124%
7/23/2025 Wheelhouse Advisory Group LLC119,012$5.65M2.9%+24.4%0.356%
7/23/2025 Asset Planning Corporation217,686$10.33M5.5%-20.2%0.651%
7/22/2025 AWM Capital LLC472,297$22.40M2.4%+37.4%1.412%
7/22/2025 David Wealth Management LLC172,600$8.19M6.1%-0.3%0.516%
7/22/2025 Yardley Wealth Management LLC280,206$13.29M7.3%-5.7%0.838%
7/22/2025 MBL Wealth LLC667,113$31.64M3.0%-3.9%1.994%
7/22/2025 Vested Financial Planning LLC185,768$8.81M7.8%+1.6%0.555%
7/21/2025 Life Planning Partners Inc7,871$373K0.3%+51.4%0.024%
7/21/2025 Keb Asset Management LLC9,168$435K0.1%+41.8%0.027%
7/21/2025 Creative Capital Management Investments LLC4,421$210K0.1%-10.6%0.013%
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7/21/2025 Verus Financial Partners Inc.94,002$4.46M0.5%+10.9%0.281%
7/21/2025 25 LLC58,120$2.76M1.0%+48.1%0.174%
7/21/2025 West Financial Advisors LLC187,521$8.89M1.5%+2.1%0.561%
7/21/2025 Patriot Financial Group Insurance Agency LLC51,377$2.44M0.3%+24.2%0.154%
7/18/2025 Pure Financial Advisors LLC38,351$1.82M0.0%+99.0%0.115%
7/18/2025 BCO Wealth Management LLC73,321$3.48M2.5%+8.3%0.219%
7/18/2025 Forza Wealth Management LLC90,000$4.27M1.8%N/A0.269%
7/18/2025 PBMares Wealth Management LLC509,241$24.15M4.4%+4.1%1.522%
7/18/2025 Liberty Capital Management Inc.44,468$2.11M0.4%-2.6%0.133%
7/18/2025 Truist Financial Corp50,665$2.40M0.0%+0.5%0.151%
(Data available from 1/1/2016 forward)

DFNM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFNM shares?

During the previous two years, 265 institutional investors and hedge funds held shares of Dimensional National Municipal Bond ETF. The most heavily invested institutionals were Truepoint Inc. ($125.11M), Focus Partners Wealth ($95.23M), Foster Group Inc. ($71.31M), First Ascent Asset Management LLC ($43.71M), GeoWealth Management LLC ($40.90M), Beaird Harris Wealth Management LLC ($38.20M), and Sequoia Financial Advisors LLC ($37.07M).Learn more on Dimensional National Municipal Bond ETF's institutional investors.

Which institutional investors have been buying Dimensional National Municipal Bond ETF's stock?

Of the 240 institutional investors that purchased Dimensional National Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($3.88M), Truepoint Inc. ($2.24M), Foster Group Inc. ($1.56M), Pathstone Holdings LLC ($726.91K), Buckingham Strategic Wealth LLC ($683.99K), Austin Wealth Management LLC ($642.42K), and Strathmore Capital Advisors Inc. ($627.35K).

How much institutional buying is happening at Dimensional National Municipal Bond ETF?

Institutional investors have bought a total of 13,605,197 shares in the last 24 months. This purchase volume represents approximately $649.21M in transactions.

Which of Dimensional National Municipal Bond ETF's major shareholders have been selling company stock?

Of the 128 institutional investors that sold Dimensional National Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Austin Wealth Management LLC ($264.16K), Wealth Enhancement Advisory Services LLC ($121.21K), AWM Capital LLC ($120.76K), Foster Group Inc. ($115.13K), Truepoint Inc. ($97.42K), RAM Investment Partners LLC ($90.44K), and Assetmark Inc. ($80.97K).

How much institutional selling is happening at Dimensional National Municipal Bond ETF?

Institutional investors have sold a total of 2,445,399 shares in the last 24 months. This volume of shares sold represents approximately $116.46M in transactions.


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This page (NYSEARCA:DFNM) was last updated on 8/28/2025 by MarketBeat.com Staff
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