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Dimensional National Municipal Bond ETF (DFNM) Institutional Ownership

Dimensional National Municipal Bond ETF logo
$47.85 -0.06 (-0.13%)
As of 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)
213
Total
Institutional Inflows
(last 12 months)
$510.69M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$70.16M
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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%
5/22/2026 Verus 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%
5/19/2026 Arkadios Wealth Advisors5,218$250K0.0%N/A0.012%
5/18/2026Royal Bank of Canada8,078$387K0.0%-30.3%0.019%
5/16/2026 Quantinno Capital Management LP5,137$246K0.0%N/A0.012%
5/15/2026Waverly Advisors LLC50,023$2.40M0.0%-16.7%0.115%
5/15/2026 Broadhurst Jeffrey B44,616$2.14M2.2%N/A0.102%
5/14/2026Sei 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%
5/4/2026Vantage 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%
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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%
4/30/2026SwitchPoint 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%
4/27/2026Financial 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%
4/24/2026Merited 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%
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%
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%
3/2/2026 Cogent 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%
2/19/2026 Corient Private Wealth LLC58,935$2.84M0.0%+1.9%0.143%
2/18/2026Note Advisors LLC52,520$2.54M1.2%+34.2%0.127%
2/18/2026 Mercer 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%
2/18/2026 NewEdge Advisors LLC30,006$1.45M0.0%+7.8%0.073%
2/18/2026 Sterling 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%
2/17/2026 GeoWealth Management LLC882,985$42.53M1.6%+2.1%2.143%
2/17/2026 AWM 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%
2/16/2026 Tassel Capital Management Inc.63,503$3.06M1.9%+1.1%0.154%
2/16/2026 MML Investors Services LLC12,463$600K0.0%-13.8%0.030%


DFNM Institutional Ownership - Frequently Asked Questions

During the previous two years, 311 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 281 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 10,616,843 shares in the last 24 months. This purchase volume represents approximately $510.69M in transactions.

Of the 81 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), Corient Private Wealth LLC ($49.82K), Goldman Sachs Group Inc. ($44.26K), Wealth Enhancement Advisory Services LLC ($38.88K), Foster Group Inc. ($37.63K), Evanson Asset Management LLC ($33.91K), and Strathmore Capital Advisors Inc. ($28.42K).

Institutional investors have sold a total of 1,458,878 shares in the last 24 months. This volume of shares sold represents approximately $70.16M 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 7/10/2026. New 13F filings are added each quarter as they're published.
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