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Dimensional National Municipal Bond ETF (DFNM) Institutional Ownership

Dimensional National Municipal Bond ETF logo
$46.71 +0.26 (+0.56%)
Closing price 10/15/2026 04:10 PM Eastern
Extended Trading
$46.71 0.00 (0.00%)
As of 10/15/2026 04:10 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)
$551.19M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$74.54M
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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
10/15/2026Blueline Advisors LLC3,554$164K0.1%-7.7%0.007%
10/15/2026Maryland Capital Advisors Inc.148,844$6.85M2.2%-0.3%0.313%
10/15/2026Mainsail Asset Management LLC102,955$4.75M1.9%+0.7%0.216%
10/15/2026C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors61,691$2.84M0.1%-4.1%0.130%
10/15/2026Porter White Investment Advisors Inc.178,249$8.21M5.1%N/A0.374%
10/15/2026Mather Group LLC.30,659$1.41M0.0%N/A0.064%
10/14/2026Aspen Wealth Management LLC42,511$1.96M0.3%-43.3%0.089%
10/14/2026Navigate Wealth Management LLC13,937$644K0.4%N/A0.029%
10/14/2026Guardian Wealth Management LLC220,214$10.14M2.9%+11.2%0.463%
10/14/2026Citrine Capital LLC236,525$10.89M3.7%+17.7%0.497%
10/14/2026XY Planning Network Inc.48,690$2.24M0.2%+13.0%0.102%
10/14/2026GEM Asset Management LLC56,413$2.60M1.1%-7.3%0.119%
10/14/2026Foster Group Inc.1,317,383$60.64M1.6%-11.2%2.768%
10/14/2026Vestment Financial LLC402,565$18.62M8.4%+14.4%0.846%
10/13/2026Level Financial Advisors6,190$285K0.1%+7.2%0.013%
10/13/2026Heffernan Advisory Inc.25,930$1.19M0.8%N/A0.055%
10/13/2026Sax Wealth Advisors LLC34,364$1.58M0.0%-23.8%0.072%
10/10/2026Friday Financial65,899$3.05M0.6%+294.2%0.137%
10/9/2026CogentBlue Wealth Advisors LLC24,232$1.12M1.0%-6.7%0.050%
10/9/2026Graves Light Lenhart Wealth Inc.612,276$28.18M2.6%+10.0%1.273%
10/8/2026Farther Finance Advisors LLC59,157$2.72M0.0%+53.7%0.123%
10/8/2026Apella Capital LLC1,690,582$77.89M1.0%+6.3%3.515%
10/6/2026Roth Financial Partners LLC7,415$341K0.1%N/A0.015%
10/6/2026Iowa State Bank11,271$519K0.1%N/A0.023%
10/5/2026Collective Family Office LLC348,740$16.05M3.4%+186.1%0.725%
10/1/2026 Confluence Investment Management LLC181,363$8.35M0.1%N/A0.375%
9/23/2026Envestnet Asset Management Inc.203,458$9.83M0.0%+46.8%0.421%
9/9/2026Sequoia Financial Advisors LLC896,162$43.32M0.2%+1.8%1.915%
9/9/2026Integrated Wealth Concepts LLC206,692$9.99M0.1%+1.0%0.442%
9/9/2026NewEdge Advisors LLC29,183$1.41M0.0%-2.5%0.062%
9/9/2026IFP Advisors Inc33,152$1.60M0.0%+42.4%0.071%
9/9/2026XY Planning Network Inc.43,086$2.08M0.3%+31.7%0.092%
9/8/2026Allworth Financial LP237,528$11.48M0.0%+4.4%0.508%
9/8/2026Waverly Advisors LLC48,132$2.33M0.0%-3.8%0.103%
8/23/2026Washington Trust Advisors Inc.80,864$3.91M0.3%-1.5%0.173%
8/23/2026Henrickson Nauta Wealth Advisors Inc.4,741$229K0.1%N/A0.010%
8/23/2026Anson Capital Inc.14,981$724K0.5%+40.4%0.032%
8/23/2026Andrews Lucia Wealth Management LLC10,779$521K0.3%N/A0.023%
8/23/2026HB Wealth Management LLC29,776$1.44M0.0%-46.7%0.064%
8/23/2026Red Lighthouse Investment Management LLC6,912$334K0.1%+12.6%0.015%
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8/22/2026Noble Wealth Partners LLC9,545$461K0.4%N/A0.020%
8/22/2026Vested Financial Planning LLC245,079$11.85M7.9%+21.0%0.524%
8/22/2026Wheelhouse Advisory Group LLC318,359$15.39M4.3%+15.0%0.680%
8/22/2026Tassel Capital Management Inc.61,178$2.96M1.4%-1.8%0.131%
8/22/2026Concurrent Investment Advisors LLC162,601$7.86M0.1%-15.4%0.347%
8/21/2026Safeguard Investment Advisory Group LLC19,697$952K0.2%+6.9%0.042%
7/10/2026DiNuzzo Private Wealth Inc.88,249$4.27M0.4%+2.5%0.191%
7/10/2026Wealthcare Advisory Partners LLC17,254$834K0.0%-48.9%0.037%
7/9/2026Friday Financial16,717$807K0.2%+21.1%0.036%
7/9/2026Sax Wealth Advisors LLC45,084$2.16M0.1%+9.4%0.098%
7/9/2026West Financial Advisors LLC215,661$10.42M1.6%+6.8%0.467%
7/8/2026Beaird Harris Wealth Management LLC796,384$38.49M2.4%+0.1%1.702%
7/8/2026Strategic Investment Solutions Inc. IL6,627$320K0.1%-4.5%0.014%
7/8/2026White Wing Wealth Management36,648$1.77M0.9%+288.7%0.078%
7/8/2026Shearwater Capital LLC39,791$1.92M0.9%-9.8%0.086%
7/8/2026Apella Capital LLC1,590,906$76.81M1.1%+20.5%3.444%
7/8/202655 North Private Wealth LLC211,718$10.23M2.0%+78.4%0.458%
7/8/2026Evanson Financial LLC35,042$1.69M0.1%N/A0.076%
7/7/2026Pioneer Wealth Management Group22,599$1.09M0.3%N/A0.049%
7/7/2026Foster Group Inc.1,483,405$71.70M1.9%+1.6%3.211%
7/7/2026Graves Light Lenhart Wealth Inc.556,651$26.91M2.5%+15.3%1.205%
7/2/2026Collective 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%
6/24/2026Optimus 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%
5/7/2026Balefire 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%
5/1/2026Signature Resources Capital Management LLC28,207$1.35M0.6%+0.8%0.065%
5/1/2026Warburton Capital Management LLC43,369$2.09M1.0%+0.7%0.100%
5/1/2026Sequoia 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%
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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%


DFNM Institutional Ownership - Frequently Asked Questions

During the previous two years, 316 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 ($77.89M), Symmetry Partners LLC ($63.91M), Foster Group Inc. ($60.64M), 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 285 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 ($3.94M), Focus Partners Wealth ($2.12M), Symmetry Partners LLC ($1.33M), Apella Capital LLC ($1.25M), 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 11,500,321 shares in the last 24 months. This purchase volume represents approximately $551.19M in transactions.

Of the 77 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), Foster Group Inc. ($191.53K), Goldman Sachs Group Inc. ($44.26K), Wealth Enhancement Advisory Services LLC ($38.88K), HB Wealth Management LLC ($36.38K), Aspen Wealth Management LLC ($32.52K), and Concurrent Investment Advisors LLC ($29.56K).

Institutional investors have sold a total of 1,557,822 shares in the last 24 months. This volume of shares sold represents approximately $74.54M 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 10/15/2026. New 13F filings are added each quarter as they're published.
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