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Dimensional National Municipal Bond ETF (DFNM) Institutional Ownership

Dimensional National Municipal Bond ETF logo
$47.61 +0.05 (+0.11%)
As of 07/24/2026 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)
222
Total
Institutional Inflows
(last 12 months)
$543.70M
Number of
Institutional Sellers
(last 12 months)
104
Total
Institutional Outflows
(last 12 months)
$110.79M
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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
7/10/2026 DiNuzzo Private Wealth Inc.88,249$4.27M0.4%+2.5%0.191%
7/10/2026 Wealthcare Advisory Partners LLC17,254$834K0.0%-48.9%0.037%
7/9/2026 Friday Financial16,717$807K0.2%+21.1%0.036%
7/9/2026 Sax Wealth Advisors LLC45,084$2.16M0.1%+9.4%0.098%
7/9/2026 West Financial Advisors LLC215,661$10.42M1.6%+6.8%0.467%
7/8/2026 Beaird Harris Wealth Management LLC796,384$38.49M2.4%+0.1%1.724%
7/8/2026 Strategic Investment Solutions Inc. IL6,627$320K0.1%-4.5%0.014%
7/8/2026 White Wing Wealth Management36,648$1.77M0.9%+288.7%0.079%
7/8/2026 Shearwater Capital LLC39,791$1.92M0.9%-9.8%0.086%
7/8/2026 Apella Capital LLC1,590,906$76.81M1.1%+20.5%3.444%
7/8/2026 55 North Private Wealth LLC211,718$10.23M2.0%+78.4%0.458%
7/8/2026 Evanson Financial LLC35,042$1.69M0.1%N/A0.076%
7/7/2026 Pioneer Wealth Management Group22,599$1.09M0.3%N/A0.049%
7/7/2026 Foster Group Inc.1,483,405$71.70M1.9%+1.6%3.211%
7/7/2026 Graves Light Lenhart Wealth Inc.556,651$26.91M2.5%+15.3%1.205%
7/2/2026 Collective Family Office LLC121,903$5.89M1.2%+4.6%0.267%
7/1/2026 Confluence Investment Management LLC189,628$9.17M0.1%-7.7%0.435%
6/24/2026 Optimus Capital Advisors LLC151,296$7.25M4.3%+0.6%0.347%
6/11/2026E Wealth Partners LLC97,396$4.67M3.8%+0.3%0.223%
5/22/2026Verus Capital Partners LLC5,905$283K0.0%-42.6%0.014%
5/19/2026Bank of America Corp DE418,517$20.06M0.0%+16.1%0.960%
5/19/2026Arkadios Wealth Advisors5,218$250K0.0%N/A0.012%
5/18/2026Royal Bank of Canada8,078$387K0.0%-30.3%0.019%
5/16/2026Quantinno Capital Management LP5,137$246K0.0%N/A0.012%
5/15/2026Waverly Advisors LLC50,023$2.40M0.0%-16.7%0.115%
5/15/2026Broadhurst Jeffrey B44,616$2.14M2.2%N/A0.102%
5/14/2026Sei Investments Co.35,865$1.72M0.0%+10.3%0.082%
5/13/2026American Investment Services Inc.98,018$4.70M1.0%+24.2%0.225%
5/7/2026 Balefire LLC15,086$723K0.1%N/A0.035%
5/6/2026Assetmark Inc.332,594$15.94M0.0%-2.6%0.763%
5/5/2026Compass Financial Group Inc.165,382$7.93M3.6%-0.6%0.379%
5/5/2026Cogent Strategic Wealth LLC15,677$751K0.8%+37.5%0.036%
5/5/2026MB Generational Wealth LLC56,793$2.72M1.5%+39.7%0.130%
5/4/2026Beckerman Institutional LLC9,505$456K0.2%+7.2%0.022%
5/4/2026Integrity Wealth Solutions LLC14,902$714K0.3%+6.1%0.034%
5/4/2026Vantage Point Financial LLC8,619$413K0.1%+20.8%0.020%
5/2/2026Navigoe LLC4,309$206K0.1%+5.6%0.010%
5/2/2026Vestment Financial LLC320,538$15.51M8.0%+12.6%0.735%
5/1/2026Fifth Third Bancorp14,423$691K0.0%N/A0.033%
5/1/2026 Signature Resources Capital Management LLC28,207$1.35M0.6%+0.8%0.065%
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5/1/2026Warburton Capital Management LLC43,369$2.09M1.0%+0.7%0.100%
5/1/2026 Sequoia Financial Advisors LLC880,025$42.18M0.2%+3.5%2.028%
4/30/2026Triune Financial Partners LLC23,237$1.11M0.3%+28.7%0.054%
4/30/2026Mosaic Family Wealth Partners LLC11,173$536K0.1%+1.9%0.026%
4/30/2026Kestra Advisory Services LLC47,736$2.29M0.0%+63.3%0.110%
4/30/2026SwitchPoint Financial Planning LLC40,930$1.96M1.3%+4.1%0.094%
4/29/2026ArborFi Advisors LLC20,759$995K0.8%+16.3%0.048%
4/29/2026Jackson Thornton Wealth Management LLC42,387$2.05M0.2%-28.7%0.098%
4/29/2026Resonant Capital Advisors LLC270,450$12.96M0.7%-5.5%0.623%
4/29/2026Core Wealth Management Inc.138,331$6.63M2.0%+0.4%0.319%
4/28/2026Ascentis Independent Advisors6,857$329K0.0%N/A0.016%
4/27/2026Legacy Financial Group Inc.56,410$2.70M0.7%+0.9%0.130%
4/27/2026Private Advisor Group LLC59,274$2.84M0.0%+14.9%0.137%
4/27/2026Financial Plan Inc.15,752$755K0.1%-9.9%0.036%
4/24/2026Root Financial Partners LLC76,596$3.67M0.2%+19.4%0.177%
4/24/2026 Keb Asset Management LLC19,857$952K0.2%+4.9%0.046%
4/24/2026Squire Investment Management Company LLC6,219$298K0.1%+16.4%0.014%
4/24/2026Merited Wealth LLC12,516$600K0.5%+19.5%0.029%
4/24/2026Johnson Wealth Management LLC115,379$5.53M2.7%+24.6%0.267%
4/24/2026 Wheelhouse Advisory Group LLC276,943$13.27M4.4%+22.1%0.641%
4/23/2026Guardian Wealth Management LLC186,884$8.96M2.7%+25.9%0.433%
4/23/2026 Apollon Financial LLC5,126$246K0.0%N/A0.012%
4/23/2026 Penney Financial LLC97,028$4.65M1.8%+9.9%0.225%
4/22/2026 Foundry Financial LLC10,180$488K0.2%-9.6%0.024%
4/22/2026 Citrine Capital LLC192,884$9.25M4.0%+15.8%0.446%
4/22/2026Creative Capital Management Investments LLC7,207$345K0.1%+15.3%0.017%
4/22/2026Tassel Capital Management Inc.62,318$2.99M1.6%-1.9%0.144%
4/21/2026 Verus Financial Partners Inc.95,785$4.63M0.4%+2.4%0.222%
4/20/202625 LLC208,063$9.97M3.1%+2.7%0.482%
4/20/2026 Dopkins Wealth Management LLC239,917$11.50M4.6%+9.4%0.555%
4/20/2026 Apella Capital LLC1,320,176$63.90M1.0%+93.6%3.056%
4/18/2026Demming Financial Services Corp ADV30,473$1.46M1.1%+8.4%0.071%
4/18/2026 Vermillion Wealth Management Inc.69,082$3.31M1.3%+4.2%0.160%
4/17/2026 Kaufman Rossin Wealth LLC7,065$339K0.2%-11.1%0.016%
4/17/2026 BCO Wealth Management LLC108,280$5.19M3.1%+5.4%0.251%
4/17/2026 Capstone Wealth Management LLC24,566$1.18M0.8%+10.3%0.057%
4/16/2026 JDH Wealth Management LLC14,115$677K0.5%+13.7%0.033%
4/15/2026 Brady Martz Wealth Solutions LLC247,711$11.87M2.0%+24.4%0.573%
3/13/2026Demming Financial Services Corp ADV28,115$1.35M1.0%N/A0.068%
3/9/2026Corient Private Wealth LLC86,545$4.17M0.0%+49.7%0.210%
3/4/2026Pure Financial Advisors LLC38,996$1.88M0.0%+0.9%0.095%
3/4/2026Rehmann Capital Advisory Group9,384$452K0.0%-36.0%0.023%
3/2/2026Cogent Strategic Wealth LLC11,403$552K0.6%N/A0.028%
2/26/2026 BDFS Capital LLC12,062$581K0.3%N/A0.029%
2/23/2026 Beaird Harris Wealth Management LLC847,860$40.84M2.8%+1.4%2.058%
2/20/2026SB Capital Management Inc39,281$1.89M0.7%N/A0.095%
2/20/2026Waterford Advisors LLC527,277$23.84M9.3%N/A1.280%
2/19/2026Corient Private Wealth LLC58,935$2.84M0.0%+1.9%0.143%
2/18/2026Note Advisors LLC52,520$2.54M1.2%+34.2%0.127%
2/18/2026Mercer Global Advisors Inc. ADV36,194$1.74M0.0%+40.2%0.088%
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2/18/2026Beacon Pointe Advisors LLC13,976$673K0.0%+2.8%0.034%
2/18/2026NewEdge Advisors LLC30,006$1.45M0.0%+7.8%0.073%
2/18/2026Sterling Wealth Management Inc.27,941$1.35M0.4%+78.7%0.068%
2/18/2026OLD Mission Capital LLC42,663$2.06M0.0%N/A0.104%
2/17/2026GeoWealth Management LLC882,985$42.53M1.6%+2.1%2.143%
2/17/2026AWM Capital LLC700,642$33.75M3.1%+7.2%1.701%
2/17/2026Osaic Holdings Inc.150,047$7.23M0.0%+8.3%0.364%
2/17/2026Royal Bank of Canada11,591$559K0.0%-41.8%0.028%
2/16/2026Tassel Capital Management Inc.63,503$3.06M1.9%+1.1%0.154%
2/16/2026MML Investors Services LLC12,463$600K0.0%-13.8%0.030%


DFNM Institutional Ownership - Frequently Asked Questions

During the previous two years, 312 institutional investors and hedge funds held shares of Dimensional National Municipal Bond ETF. The most heavily invested institutionals were Focus Partners Wealth ($176.44M), Truepoint Inc. ($143.26M), Apella Capital LLC ($76.81M), Foster Group Inc. ($71.70M), Symmetry Partners LLC ($63.91M), GeoWealth Management LLC ($42.53M), and Sequoia Financial Advisors LLC ($42.18M).Learn more on Dimensional National Municipal Bond ETF's institutional investors.

Of the 282 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 ($3.95M), Focus Partners Wealth ($2.12M), Symmetry Partners LLC ($1.33M), Apella Capital LLC ($1.19M), Focus Partners Advisor Solutions LLC ($649.83K), Strathmore Capital Advisors Inc. ($627.35K), and Waterford Advisors LLC ($527.28K).

Institutional investors have bought a total of 11,312,871 shares in the last 24 months. This purchase volume represents approximately $543.70M in transactions.

Of the 103 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: Focus Partners Advisor Solutions LLC ($895.68K), Austin Wealth Management LLC ($264.16K), Truepoint Inc. ($97.42K), RAM Investment Partners LLC ($90.44K), Assetmark Inc. ($77.63K), Corient Private Wealth LLC ($49.82K), and Goldman Sachs Group Inc. ($44.26K).

Institutional investors have sold a total of 2,315,491 shares in the last 24 months. This volume of shares sold represents approximately $110.79M in transactions.


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This page (NYSEARCA:DFNM) was last updated on 7/25/2026 by MarketBeat.com Staff.
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