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Dimensional National Municipal Bond ETF (DFNM) Institutional Ownership

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$47.73
+0.05 (+0.10%)
(As of 04/24/2024 ET)
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Institutional Ownership Changes (13F Filings) for Dimensional National Municipal Bond ETF (NYSEARCA:DFNM)

Number of
Institutional Buyers
(last 12 months)
116
Total
Institutional Inflows
(last 12 months)
$512.90M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$141.39M
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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
4/23/2024Creative Capital Management Investments LLC2,630$126K0.1%+42.8%0.010%
4/22/2024Core Wealth Management Inc.92,793$4.46M1.9%+21.9%0.361%
4/22/2024Rockwood Wealth Management LLC10,282$494K0.1%-7.0%0.040%
4/22/2024MBL Wealth LLC689,738$33.17M3.8%+5.8%2.684%
4/22/2024Physician Wealth Solutions Inc.26,338$1.27M1.1%-3.6%0.102%
4/19/2024Teamwork Financial Advisors LLC5,520$265K0.0%-29.9%0.021%
4/19/2024Spinnaker Investment Group LLC14,431$694K0.2%+41.7%0.056%
4/18/2024Integrity Wealth Solutions LLC42,086$2.02M1.3%-4.0%0.225%
4/18/2024Breakwater Capital Group5,386$259K0.1%+8.0%0.029%
4/17/2024White Wing Wealth Management23,054$1.11M0.9%+33.1%0.123%
4/17/2024Annapolis Financial Services LLC3,867$186K0.1%-85.1%0.021%
4/16/2024Firethorn Wealth Partners LLC9,367$450K0.3%-25.2%0.050%
4/16/2024Wealth Enhancement Advisory Services LLC472,530$22.72M0.1%+371.2%2.527%
4/13/2024 Evanson Asset Management LLC103,070$4.96M0.4%+42.6%0.551%
4/11/2024 West Financial Advisors LLC167,996$8.08M1.7%+0.9%0.898%
4/11/2024 Maryland Capital Advisors Inc.178,201$8.57M5.3%+0.2%0.953%
4/11/2024 Liberty Capital Management Inc.47,167$2.27M0.6%-1.5%0.252%
4/10/2024 CVA Family Office LLC4,125$198K0.0%N/A0.022%
4/10/2024 Park Avenue Securities LLC33,242$1.60M0.0%+12.7%0.178%
4/10/2024 Apella Capital LLC272,127$13.04M0.7%+5.1%1.455%
4/9/2024 Collective Family Office LLC189,543$9.12M3.0%+2.7%1.014%
4/9/2024 Foster Group Inc.1,256,885$60.44M3.0%+1,197.6%6.721%
4/4/2024 Shearwater Capital LLC31,604$1.52M1.1%+3.5%0.169%
4/1/2024 Confluence Investment Management LLC230,287$11.08M0.1%N/A1.231%
2/27/2024Beaird Harris Wealth Management LLC854,405$41.45M4.3%-23.7%4.569%
2/21/2024Austin Wealth Management LLC490,704$23.71M6.4%+13.0%2.624%
2/15/2024Buckingham Strategic Partners LLC79,589$3.86M0.2%+111.1%0.426%
2/15/2024Buckingham Strategic Wealth LLC705,547$34.23M0.4%+3,173.1%3.773%
2/14/2024Pathstone Holdings LLC726,910$35.26M0.2%N/A3.887%
2/14/2024Waverly Advisors LLC77,992$3.78M0.1%-1.1%0.417%
2/14/2024Elevate Wealth Advisory Inc.31,786$1.54M1.4%N/A0.170%
2/14/2024Wescott Financial Advisory Group LLC93,288$4.53M0.6%-11.8%0.499%
2/13/2024Belpointe Asset Management LLC17,523$850K0.1%+209.6%0.094%
2/13/2024Legacy Financial Group Inc.97,583$4.73M2.1%-18.3%0.522%
2/13/2024Landmark Financial Advisors LLC337,148$16.36M5.9%+83.0%1.803%
2/12/2024American Investment Services Inc.75,169$3.65M0.7%+15.7%0.402%
2/12/2024Relative Value Partners Group LLC51,368$2.49M0.2%-43.0%0.275%
2/12/2024Avestar Capital LLC14,154$687K0.1%+24.4%0.076%
2/12/2024Stifel Financial Corp100,122$4.86M0.0%-3.0%0.535%
2/12/2024Beta Wealth Group Inc.7,564$367K0.2%-2.8%0.040%
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2/9/2024US Bancorp DE65,372$3.17M0.0%+199.3%0.350%
2/9/2024Assetmark Inc.242,316$11.76M0.0%+3.8%1.296%
2/9/2024Corient Private Wealth LLC125,762$6.10M0.0%+2.6%0.673%
2/8/2024Main Street Financial Solutions LLC20,673$1.00M0.1%-6.9%0.111%
2/8/2024Quarry Hill Advisors LLC15,633$758K0.6%-80.6%0.084%
2/8/2024Texas Capital Bank Wealth Management Services Inc13,831$671K0.1%+7.4%0.074%
2/8/2024Integrity Wealth Solutions LLC43,853$2.13M1.5%N/A0.235%
2/8/2024RCS Financial Planning LLC7,696$373K0.2%+9.3%0.041%
2/7/2024Forum Financial Management LP32,499$1.58M0.0%-28.9%0.174%
2/7/2024One Degree Advisors Inc25,583$1.23M0.6%N/A0.137%
2/7/2024Verus Financial Partners Inc.73,574$3.54M0.4%+5.1%0.393%
2/6/2024Lincoln National Corp37,578$1.82M0.0%+2.5%0.201%
2/6/2024Private Advisor Group LLC46,620$2.26M0.0%+52.9%0.249%
2/6/2024 Signature Resources Capital Management LLC663$32K0.0%N/A0.004%
2/6/2024Eldridge Investment Advisors Inc.26,815$1.30M0.3%-23.1%0.143%
2/6/2024Commonwealth Equity Services LLC555,237$26.94M0.0%+9.2%2.969%
2/6/2024McIlrath & Eck LLC9,697$470K0.1%+108.8%0.052%
2/6/2024Alpha Financial Advisors LLC4,200$204K0.1%N/A0.022%
2/6/2024DiNuzzo Private Wealth Inc.39,397$1.91M0.3%N/A0.211%
2/5/2024Sage Rhino Capital LLC48,594$2.36M0.6%-4.2%0.260%
2/5/2024Savant Capital LLC125,278$6.08M0.1%-28.6%0.670%
2/5/2024First Ascent Asset Management LLC901,027$43.71M4.9%-4.0%4.818%
2/5/2024 Mather Group LLC.66,015$3.20M0.1%-73.4%0.353%
2/2/2024Core Wealth Management Inc.76,136$3.69M1.8%-15.8%0.407%
2/2/2024Red Lighthouse Investment Management LLC6,377$309K0.1%-30.2%0.034%
2/2/2024Truist Financial Corp40,250$1.95M0.0%+26.5%0.215%
2/2/2024Rather & Kittrell Inc.435,659$21.13M7.4%-3.4%2.330%
2/2/2024Compass Financial Group Inc.188,966$9.17M5.2%+10.2%1.011%
2/1/2024Annapolis Financial Services LLC25,950$1.26M0.3%+85.3%0.139%
1/31/2024KFG Wealth Management LLC5,705$277K0.1%N/A0.031%
1/31/2024Resonant Capital Advisors LLC178,573$8.66M0.8%+21.1%0.955%
1/31/2024Grunden Financial Advisory Inc.10,574$513K0.3%N/A0.057%
1/31/2024DecisionPoint Financial LLC10,098$490K0.2%N/A0.054%
1/30/2024Diversified Portfolios Inc.7,962$386K0.1%+8.4%0.043%
1/29/2024Simplicity Solutions LLC8,203$398K0.0%-20.1%0.044%
1/26/2024Safeguard Investment Advisory Group LLC19,320$937K0.4%+9.2%0.103%
1/26/2024PrairieView Partners LLC17,058$827K0.1%+222.4%0.091%
1/26/2024Bridgeworth LLC12,548$609K0.1%N/A0.067%
1/26/2024Sequoia Financial Advisors LLC759,838$36.86M0.5%-6.6%4.063%
1/26/2024PBMares Wealth Management LLC284,103$13.78M4.1%+9.4%1.519%
1/25/2024White Wing Wealth Management17,325$840K0.8%N/A0.093%
1/25/2024Bleakley Financial Group LLC8,203$398K0.0%-20.1%0.044%
1/25/2024Phillips Financial Management LLC57,773$2.80M0.2%+13.0%0.309%
1/25/2024Firethorn Wealth Partners LLC12,522$607K0.4%-25.3%0.067%
1/24/2024Allworth Financial LP73,062$3.54M0.0%+704.5%0.391%
1/24/2024 Liberty Capital Management Inc.47,880$2.32M0.6%-3.3%0.256%
1/24/2024Seaside Wealth Management Inc.5,070$246K0.1%N/A0.027%
1/24/2024Breakwater Capital Group4,986$240K0.1%N/A0.027%
1/24/2024Clear Creek Financial Management LLC5,056$245K0.0%-52.8%0.027%
1/23/2024Envision Financial Planning LLC5,288$257K0.2%-46.9%0.028%
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1/23/2024Physician Wealth Advisors Inc.10,676$514K0.1%N/A0.057%
1/22/2024Landmark Wealth Management LLC45,820$2.22M1.1%-7.9%0.245%
1/22/2024Spinnaker Investment Group LLC10,183$494K0.1%-75.5%0.054%
1/22/2024Glass Jacobson Investment Advisors llc4,206$204K0.1%+689.1%0.022%
1/19/2024Patriot Financial Group Insurance Agency LLC31,265$1.52M0.3%-12.0%0.167%
1/18/2024MBL Wealth LLC651,948$31.63M4.0%-0.3%3.486%
1/18/2024North Ridge Wealth Advisors Inc.33,981$1.65M1.4%+41.6%0.182%
1/18/2024 Evanson Asset Management LLC72,285$3.51M0.3%+69.0%0.387%
1/18/2024Asset Planning Corporation247,127$11.99M9.3%-9.1%1.322%
1/18/202425 LLC14,755$716K0.4%+77.9%0.079%
(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, 156 institutional investors and hedge funds held shares of Dimensional National Municipal Bond ETF. The most heavily invested institutionals were Dimensional Fund Advisors LP ($654.21M), Truepoint Inc. ($86.88M), Foster Group Inc. ($60.44M), First Ascent Asset Management LLC ($43.71M), Beaird Harris Wealth Management LLC ($41.45M), Sequoia Financial Advisors LLC ($36.86M), and Pathstone Holdings LLC ($35.26M).Learn more on DFNM's institutional investors.

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

Of the 148 institutional investors that purchased Dimensional National Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Truepoint Inc. ($1.87M), Sequoia Financial Advisors LLC ($1.73M), Foster Group Inc. ($1.26M), Beaird Harris Wealth Management LLC ($1.25M), First Ascent Asset Management LLC ($938.34K), Pathstone Family Office LLC ($759.66K), and Pathstone Holdings LLC ($726.91K).

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

Institutional investors have bought a total of 19,828,282 shares in the last 24 months. This purchase volume represents approximately $942.66M in transactions.

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

Of the 75 institutional investors that sold Dimensional National Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sequoia Financial Advisors LLC ($1.34M), Pathstone Family Office LLC ($725.41K), Beaird Harris Wealth Management LLC ($391.06K), Chico Wealth RIA ($332.43K), Mather Group LLC. ($207.14K), Commonwealth Equity Services LLC ($106.05K), and Advisor Partners II LLC ($98.72K).

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

Institutional investors have sold a total of 4,569,027 shares in the last 24 months. This volume of shares sold represents approximately $217.05M in transactions.


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This page (NYSEARCA:DFNM) was last updated on 4/24/2024 by MarketBeat.com Staff

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