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Dimensional National Municipal Bond ETF (DFNM) Institutional Ownership

Dimensional National Municipal Bond ETF logo
$47.28 -0.01 (-0.02%)
Closing price 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)
183
Total
Institutional Inflows
(last 12 months)
$615.47M
Number of
Institutional Sellers
(last 12 months)
109
Total
Institutional Outflows
(last 12 months)
$79.64M
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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
7/18/2025Pure Financial Advisors LLC38,351$1.82M0.0%+99.0%0.115%
7/18/2025BCO Wealth Management LLC73,321$3.48M2.5%+8.3%0.219%
7/18/2025Forza Wealth Management LLC90,000$4.27M1.8%N/A0.269%
7/18/2025PBMares Wealth Management LLC509,241$24.15M4.4%+4.1%1.522%
7/18/2025Liberty Capital Management Inc.44,468$2.11M0.4%-2.6%0.133%
7/18/2025Truist Financial Corp50,665$2.40M0.0%+0.5%0.151%
7/17/2025DiNuzzo Private Wealth Inc.70,628$3.35M0.4%-1.0%0.211%
7/17/2025Mattern Wealth Management LLC553,864$26.27M5.5%+75.6%1.656%
7/17/2025Dopkins Wealth Management LLC119,085$5.65M2.5%+53.9%0.356%
7/17/2025Northwest Wealth Management LLC21,251$1.01M0.2%-17.5%0.064%
7/17/2025HB Wealth Management LLC66,155$3.14M0.0%+187.7%0.198%
7/17/2025Claris Advisors LLC MO10,288$488K0.2%+16.2%0.031%
7/17/2025Vermillion Wealth Management Inc.75,876$3.60M1.7%+8.7%0.227%
7/17/2025Porter White Investment Advisors Inc.156,384$7.42M3.5%+57.8%0.468%
7/17/2025Sterling Wealth Advisors Inc18,086$858K0.6%+3.2%0.054%
7/17/2025XY Planning Network Inc.17,674$838K0.3%+74.5%0.053%
7/17/2025CogentBlue Wealth Advisors LLC22,765$1.08M0.8%-28.2%0.068%
7/16/2025 Signature Resources Capital Management LLC23,448$1.11M0.7%+3,762.9%0.070%
7/16/2025 Meredith Wealth Planning7,775$369K0.1%+19.8%0.023%
7/16/2025 Vestia Personal Wealth Advisors115,657$5.49M3.6%-4.7%0.346%
7/16/2025 Strategic Investment Solutions Inc. IL10,909$517K0.2%-62.0%0.033%
7/16/2025 Plancorp LLC164,192$7.79M0.3%+158.6%0.491%
7/16/2025 Tassel Capital Management Inc.60,980$2.89M2.2%+1.2%0.182%
7/15/2025 Level Financial Advisors5,775$274K0.1%N/A0.017%
7/15/2025 Great Oak Capital Partners LLC39,624$1.88M0.5%+316.5%0.118%
7/15/2025 Mather Group LLC.36,938$1.75M0.0%-26.3%0.110%
7/15/2025 Vestment Financial LLC227,907$10.81M6.9%+11.4%0.681%
7/15/2025 Evanson Asset Management LLC81,687$3.87M0.2%-3.7%0.244%
7/15/2025 Hartmann Taylor Wealth Management LLC37,250$1.77M1.5%-27.6%0.111%
7/15/2025 Oak Wealth Advisors LLC21,011$997K0.6%+21.9%0.063%
7/15/2025 Kwmg LLC7,710$366K0.0%N/A0.023%
7/14/2025 Brady Martz Wealth Solutions LLC156,680$7.43M1.4%+291.4%0.469%
7/14/2025 Foster Group Inc.1,503,402$71.31M2.4%+36.1%4.501%
7/14/2025 Friday Financial13,728$651K0.3%-3.0%0.041%
7/14/2025 Maryland Capital Advisors Inc.126,773$6.01M2.4%-30.7%0.380%
7/14/2025 Park Avenue Securities LLC42,496$2.02M0.0%+5.5%0.127%
7/14/2025 Shearwater Capital LLC40,051$1.90M1.2%+2.8%0.120%
7/11/2025 Scratch Capital LLC19,795$939K0.8%-19.3%0.060%
7/11/2025 Physician Wealth Solutions Inc.23,538$1.12M0.5%-7.8%0.071%
7/10/2025 White Wing Wealth Management22,638$1.07M0.7%+2.5%0.068%
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7/10/2025 Websterrogers Financial Advisors LLC27,357$1.30M0.4%+29.1%0.082%
7/10/2025 Wealth Enhancement Advisory Services LLC383,826$18.22M0.0%-8.6%1.154%
7/10/2025 Strathmore Capital Advisors Inc.259,734$12.33M5.5%N/A0.781%
7/9/2025 Seaside Wealth Management Inc.6,252$297K0.1%+19.3%0.019%
7/9/2025 Graves Light Lenhart Wealth Inc.246,063$11.67M1.4%-2.0%0.740%
7/9/2025 GEM Asset Management LLC67,054$3.18M1.6%-6.7%0.202%
7/8/2025 Apella Capital LLC611,392$29.02M0.8%-5.0%1.844%
7/7/2025 Kings Path Partners LLC10,007$475K0.2%+122.3%0.030%
7/3/2025 CPA Asset Management LLC17,764$843K0.4%-41.8%0.054%
7/3/2025 Collective Family Office LLC139,105$6.60M1.7%-9.9%0.422%
7/2/2025 Helen Stephens Group LLC69,632$3.30M0.8%+51.3%0.211%
7/1/2025 Confluence Investment Management LLC167,895$7.96M0.1%-3.1%0.509%
5/30/2025Porter White Investment Advisors Inc.99,081$4.71M2.3%N/A0.307%
5/27/2025Jacobi Capital Management LLC10,478$498K0.0%N/A0.032%
5/21/2025MBL Wealth LLC693,911$33.01M3.3%-0.4%2.148%
5/21/2025Geneos Wealth Management Inc.1,223$58K0.0%+292.0%0.004%
5/20/2025Focus Partners Wealth2,001,930$95.23M0.2%+3.8%6.198%
5/19/2025Jane Street Group LLC44,323$2.11M0.0%+32.5%0.137%
5/16/2025McIlrath & Eck LLC9,469$450K0.1%+23.2%0.030%
5/16/2025HFM Investment Advisors LLC364,661$17.35M5.0%N/A1.147%
5/16/2025Jones Financial Companies Lllp945$45K0.0%-34.0%0.003%
5/16/2025 Plancorp LLC63,487$3.02M0.1%N/A0.200%
5/16/2025NewEdge Advisors LLC26,937$1.28M0.0%+160.9%0.085%
5/16/2025Integrated Wealth Concepts LLC196,429$9.34M0.1%-1.6%0.618%
5/16/2025 Jentner Corp8,123$386K0.1%-21.2%0.026%
5/16/2025Beaird Harris Wealth Management LLC803,070$38.20M3.2%-2.0%2.525%
5/15/2025Focus Partners Advisor Solutions LLC767,754$36.52M0.6%+63.9%2.414%
5/15/2025Royal Bank of Canada30,965$1.47M0.0%+6.5%0.097%
5/15/2025Betterment LLC11,700$557K0.0%+21.0%0.037%
5/14/2025Note Advisors LLC18,957$902K0.7%+25.9%0.060%
5/14/2025BWM Planning LLC6,853$326K0.1%-7.3%0.022%
5/14/2025Entrewealth LLC159,113$7.57M5.8%+13.2%0.500%
5/14/2025Comerica Bank7,711$367K0.0%+42.4%0.024%
5/14/2025Sax Wealth Advisors LLC77,558$3.69M0.3%-23.9%0.244%
5/14/2025Wescott Financial Advisory Group LLC79,701$3.79M0.4%-11.6%0.251%
5/14/2025Elevate Wealth Advisory Inc.34,490$1.64M1.2%-16.5%0.108%
5/13/2025Elequin Capital LP33,207$1.58M0.2%N/A0.104%
5/13/2025American Investment Services Inc.89,542$4.26M0.7%-3.3%0.282%
5/13/2025Kovitz Investment Group Partners LLC12,935$615K0.0%+6.6%0.041%
5/13/2025HighTower Advisors LLC549,979$26.16M0.0%+56.8%1.729%
5/13/2025Sterling Wealth Advisors Inc17,522$834K0.6%-2.4%0.055%
5/12/2025Financial Engines Advisors L.L.C.70,058$3.33M0.0%+18.1%0.220%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors76,203$3.63M0.3%-7.1%0.240%
5/12/2025Truepoint Inc.2,735,267$130.12M3.5%+1.3%8.601%
5/9/2025Keb Asset Management LLC6,465$308K0.1%+17.5%0.020%
5/9/2025North Ridge Wealth Advisors Inc.52,703$2.51M1.7%+13.5%0.166%
5/9/2025Warburton Capital Management LLC9,610$457K0.3%-2.6%0.030%
5/9/2025Exencial Wealth Advisors LLC10,526$501K0.0%N/A0.033%
5/9/2025PrairieView Partners LLC72,279$3.44M0.4%+35.8%0.227%
5/9/2025Cary Street Partners Investment Advisory LLC5,901$281K0.2%N/A0.019%
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5/9/2025Cary Street Partners Financial LLC48,890$2.33M0.1%+7.9%0.154%
5/9/2025 Strategic Investment Solutions Inc. IL28,711$1.37M0.4%-14.6%0.090%
5/9/2025Commonwealth Equity Services LLC585,114$27.83M0.0%-7.4%1.840%
5/9/2025Beta Wealth Group Inc.8,968$427K0.2%-6.5%0.028%
5/8/2025IFG Advisory LLC7,315$348K0.0%+10.3%0.023%
5/8/2025Baker Avenue Asset Management LP56,482$2.69M0.1%+18.9%0.178%
5/8/2025US Bancorp DE37,952$1.81M0.0%-34.7%0.119%
5/8/2025Modera Wealth Management LLC74,778$3.56M0.0%-2.2%0.235%
5/8/2025 Meredith Wealth Planning6,490$309K0.1%+4.0%0.020%
5/7/2025AWM Capital LLC343,689$16.35M1.9%-13.7%1.081%
(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, 252 institutional investors and hedge funds held shares of Dimensional National Municipal Bond ETF. The most heavily invested institutionals were Truepoint Inc. ($130.12M), Focus Partners Wealth ($95.23M), Foster Group Inc. ($71.31M), GeoWealth Management LLC ($48.08M), First Ascent Asset Management LLC ($43.71M), Beaird Harris Wealth Management LLC ($38.20M), and Focus Partners Advisor Solutions LLC ($36.52M).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 224 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. ($2.30M), Foster Group Inc. ($1.56M), Beaird Harris Wealth Management LLC ($1.26M), Pathstone Holdings LLC ($726.91K), Buckingham Strategic Wealth LLC ($683.99K), and Austin Wealth Management LLC ($642.42K).

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

Institutional investors have bought a total of 12,891,780 shares in the last 24 months. This purchase volume represents approximately $615.47M in transactions.

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

Of the 109 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: Foster Group Inc. ($152.51K), Wealth Enhancement Advisory Services LLC ($121.21K), AWM Capital LLC ($120.76K), Truepoint Inc. ($72.27K), Mills Wealth Advisors LLC ($69.84K), Maryland Capital Advisors Inc. ($62.79K), and Confluence Investment Management LLC ($61.72K).

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

Institutional investors have sold a total of 1,667,109 shares in the last 24 months. This volume of shares sold represents approximately $79.64M in transactions.


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This page (NYSEARCA:DFNM) was last updated on 7/18/2025 by MarketBeat.com Staff
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