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Dimensional National Municipal Bond ETF (DFNM) Institutional Ownership

Dimensional National Municipal Bond ETF logo
$46.06 -0.12 (-0.26%)
Closing price 09/25/2026 04:10 PM Eastern
Extended Trading
$46.05 -0.01 (-0.02%)
As of 09/25/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Dimensional National Municipal Bond ETF (NYSEARCA:DFNM)

Number of
Institutional Buyers
(last 12 months)
214
Total
Institutional Inflows
(last 12 months)
$520.52M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$69.49M
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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
9/23/2026 Envestnet Asset Management Inc.203,458$9.83M0.0%+46.8%0.421%
9/9/2026 Sequoia Financial Advisors LLC896,162$43.32M0.2%+1.8%1.915%
9/9/2026 Integrated Wealth Concepts LLC206,692$9.99M0.1%+1.0%0.442%
9/9/2026 NewEdge Advisors LLC29,183$1.41M0.0%-2.5%0.062%
9/9/2026 IFP Advisors Inc33,152$1.60M0.0%+42.4%0.071%
9/9/2026 XY Planning Network Inc.43,086$2.08M0.3%+31.7%0.092%
9/8/2026 Allworth Financial LP237,528$11.48M0.0%+4.4%0.508%
9/8/2026 Waverly Advisors LLC48,132$2.33M0.0%-3.8%0.103%
8/23/2026 Washington Trust Advisors Inc.80,864$3.91M0.3%-1.5%0.173%
8/23/2026 Henrickson Nauta Wealth Advisors Inc.4,741$229K0.1%N/A0.010%
8/23/2026 Anson Capital Inc.14,981$724K0.5%+40.4%0.032%
8/23/2026 Andrews Lucia Wealth Management LLC10,779$521K0.3%N/A0.023%
8/23/2026 HB Wealth Management LLC29,776$1.44M0.0%-46.7%0.064%
8/23/2026 Red Lighthouse Investment Management LLC6,912$334K0.1%+12.6%0.015%
8/22/2026 Noble Wealth Partners LLC9,545$461K0.4%N/A0.020%
8/22/2026 Vested Financial Planning LLC245,079$11.85M7.9%+21.0%0.524%
8/22/2026 Wheelhouse Advisory Group LLC318,359$15.39M4.3%+15.0%0.680%
8/22/2026 Tassel Capital Management Inc.61,178$2.96M1.4%-1.8%0.131%
8/22/2026 Concurrent Investment Advisors LLC162,601$7.86M0.1%-15.4%0.347%
8/21/2026 Safeguard Investment Advisory Group LLC19,697$952K0.2%+6.9%0.042%
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%1.702%
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%0.078%
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%
6/11/2026 E Wealth Partners LLC97,396$4.67M3.8%+0.3%0.223%
5/22/2026 Verus Capital Partners LLC5,905$283K0.0%-42.6%0.014%
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5/19/2026 Bank of America Corp DE418,517$20.06M0.0%+16.1%0.960%
5/19/2026 Arkadios Wealth Advisors5,218$250K0.0%N/A0.012%
5/18/2026 Royal Bank of Canada8,078$387K0.0%-30.3%0.019%
5/16/2026 Quantinno Capital Management LP5,137$246K0.0%N/A0.012%
5/15/2026 Waverly Advisors LLC50,023$2.40M0.0%-16.7%0.115%
5/15/2026 Broadhurst Jeffrey B44,616$2.14M2.2%N/A0.102%
5/14/2026 Sei Investments Co.35,865$1.72M0.0%+10.3%0.082%
5/13/2026 American Investment Services Inc.98,018$4.70M1.0%+24.2%0.225%
5/7/2026 Balefire LLC15,086$723K0.1%N/A0.035%
5/6/2026 Assetmark Inc.332,594$15.94M0.0%-2.6%0.763%
5/5/2026 Compass Financial Group Inc.165,382$7.93M3.6%-0.6%0.379%
5/5/2026 Cogent Strategic Wealth LLC15,677$751K0.8%+37.5%0.036%
5/5/2026 MB Generational Wealth LLC56,793$2.72M1.5%+39.7%0.130%
5/4/2026 Beckerman Institutional LLC9,505$456K0.2%+7.2%0.022%
5/4/2026 Integrity Wealth Solutions LLC14,902$714K0.3%+6.1%0.034%
5/4/2026 Vantage Point Financial LLC8,619$413K0.1%+20.8%0.020%
5/2/2026 Navigoe LLC4,309$206K0.1%+5.6%0.010%
5/2/2026 Vestment Financial LLC320,538$15.51M8.0%+12.6%0.735%
5/1/2026 Fifth Third Bancorp14,423$691K0.0%N/A0.033%
5/1/2026 Signature Resources Capital Management LLC28,207$1.35M0.6%+0.8%0.065%
5/1/2026 Warburton 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%
4/30/2026 Triune Financial Partners LLC23,237$1.11M0.3%+28.7%0.054%
4/30/2026 Mosaic Family Wealth Partners LLC11,173$536K0.1%+1.9%0.026%
4/30/2026 Kestra Advisory Services LLC47,736$2.29M0.0%+63.3%0.110%
4/30/2026 SwitchPoint Financial Planning LLC40,930$1.96M1.3%+4.1%0.094%
4/29/2026 ArborFi Advisors LLC20,759$995K0.8%+16.3%0.048%
4/29/2026 Jackson Thornton Wealth Management LLC42,387$2.05M0.2%-28.7%0.098%
4/29/2026 Resonant Capital Advisors LLC270,450$12.96M0.7%-5.5%0.623%
4/29/2026 Core Wealth Management Inc.138,331$6.63M2.0%+0.4%0.319%
4/28/2026 Ascentis Independent Advisors6,857$329K0.0%N/A0.016%
4/27/2026 Legacy Financial Group Inc.56,410$2.70M0.7%+0.9%0.130%
4/27/2026 Private Advisor Group LLC59,274$2.84M0.0%+14.9%0.137%
4/27/2026 Financial Plan Inc.15,752$755K0.1%-9.9%0.036%
4/24/2026 Root 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%
4/24/2026 Squire Investment Management Company LLC6,219$298K0.1%+16.4%0.014%
4/24/2026 Merited Wealth LLC12,516$600K0.5%+19.5%0.029%
4/24/2026 Johnson 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%
4/23/2026 Guardian 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%
4/22/2026 Creative Capital Management Investments LLC7,207$345K0.1%+15.3%0.017%
4/22/2026 Tassel 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%
4/20/2026 25 LLC208,063$9.97M3.1%+2.7%0.482%
4/20/2026 Dopkins Wealth Management LLC239,917$11.50M4.6%+9.4%0.555%
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4/20/2026 Apella Capital LLC1,320,176$63.90M1.0%+93.6%3.056%
4/18/2026 Demming 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%
3/13/2026 Demming Financial Services Corp ADV28,115$1.35M1.0%N/A0.068%
3/9/2026 Corient Private Wealth LLC86,545$4.17M0.0%+49.7%0.210%


DFNM Institutional Ownership - Frequently Asked Questions

During the previous two years, 315 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), Sequoia Financial Advisors LLC ($43.32M), and GeoWealth Management LLC ($42.53M).Learn more on Dimensional National Municipal Bond ETF's institutional investors.

Of the 284 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 10,819,827 shares in the last 24 months. This purchase volume represents approximately $520.52M in transactions.

Of the 80 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 ($822.32K), Goldman Sachs Group Inc. ($44.26K), Wealth Enhancement Advisory Services LLC ($38.88K), Foster Group Inc. ($37.63K), HB Wealth Management LLC ($36.38K), Evanson Asset Management LLC ($33.91K), and Concurrent Investment Advisors LLC ($29.56K).

Institutional investors have sold a total of 1,468,573 shares in the last 24 months. This volume of shares sold represents approximately $70.67M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:DFNM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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