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Dimensional National Municipal Bond ETF (DFNM) Institutional Ownership

Dimensional National Municipal Bond ETF logo
$48.22 +0.01 (+0.02%)
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)
229
Total
Institutional Inflows
(last 12 months)
$659.90M
Number of
Institutional Sellers
(last 12 months)
127
Total
Institutional Outflows
(last 12 months)
$137.36M
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026Compass 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%
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%
3/9/2026Corient Private Wealth LLC86,545$4.17M0.0%+49.7%0.210%
3/4/2026 Pure 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%
2/23/2026Beaird 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%
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%
2/16/2026 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%
2/16/2026North Ridge Wealth Advisors Inc.47,577$2.29M1.3%+8.7%0.115%
2/16/2026Focus Partners Wealth3,662,918$176.44M0.2%+42.5%8.891%
2/16/2026Generations Wealth LLC15,229$734K0.8%N/A0.037%
2/13/2026 Kestra Advisory Services LLC29,235$1.41M0.0%N/A0.071%
2/13/2026 Burton Enright Welch10,670$514K0.1%N/A0.026%
2/13/2026Inspire Advisors LLC7,201$347K0.0%N/A0.017%
2/13/2026Smartleaf Asset Management LLC16,901$814K0.0%+344.3%0.041%
2/13/2026 Mosaic Family Wealth Partners LLC10,963$528K0.1%+8.2%0.027%
2/13/2026WPWealth LLP26,211$1.26M0.2%+7.8%0.064%
2/13/2026Integrated Wealth Concepts LLC190,663$9.18M0.1%+1.6%0.463%
2/13/2026Safeguard Investment Advisory Group LLC17,929$864K0.2%+4.8%0.044%
2/13/2026Tillman Hartley LLC89,361$4.31M1.1%+20.9%0.217%
2/12/2026Jane Street Group LLC16,432$792K0.0%+35.5%0.040%
2/12/2026Financial Engines Advisors L.L.C.48,400$2.33M0.0%+0.5%0.117%
2/12/2026 Commonwealth Equity Services LLC612,168$29.49M0.0%+0.6%1.486%
2/12/2026Burk Holdings LLC9,086$438K0.2%+8.3%0.022%
2/12/2026Betterment LLC26,585$1.28M0.0%-5.8%0.065%
2/12/2026Colonial Trust Co SC6,152$296K0.0%+5.5%0.015%
2/12/2026Tandemgrowth Financial Advisors LLC55,824$2.69M2.3%N/A0.135%
2/12/2026 RAM Investment Partners LLC509,229$24.53M4.4%+22.8%1.236%
2/11/2026Entelevest LLC7,397$356K0.4%N/A0.018%
2/11/2026Truepoint Inc.2,974,080$143.26M3.2%+4.0%7.219%
2/11/2026 United Wealth Management LLC128,778$6.20M1.6%+3.4%0.313%
2/11/2026 Johnson Wealth Management LLC92,569$4.46M2.2%N/A0.225%
2/11/2026Focus Partners Advisor Solutions LLC8,411$405K0.0%-99.0%0.020%
2/11/2026LPL Financial LLC478,820$23.07M0.0%+13.1%1.162%
2/11/2026JPMorgan Chase & Co.105,036$5.06M0.0%+54.7%0.255%
2/11/2026 Vermillion Wealth Management Inc.66,271$3.19M1.3%-13.9%0.161%
2/11/2026 Vise Technologies Inc.40,051$1.93M0.1%+345.4%0.097%
2/11/2026Verus Capital Partners LLC10,295$496K0.0%+2.2%0.025%


DFNM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFNM shares?

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), Foster Group Inc. ($70.61M), Symmetry Partners LLC ($63.91M), Apella Capital LLC ($63.90M), GeoWealth Management LLC ($42.53M), and Sequoia Financial Advisors LLC ($42.18M).Learn more on Dimensional National Municipal Bond ETF's institutional investors.

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

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 ($1.08M), Truepoint Inc. ($767.19K), Focus Partners Advisor Solutions LLC ($649.83K), and Strathmore Capital Advisors Inc. ($627.35K).

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

Institutional investors have bought a total of 13,771,266 shares in the last 24 months. This purchase volume represents approximately $659.90M in transactions.

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

Of the 126 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), Wealth Enhancement Advisory Services LLC ($75.17K), Assetmark Inc. ($71.83K), and Sax Wealth Advisors LLC ($65.20K).

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

Institutional investors have sold a total of 2,875,986 shares in the last 24 months. This volume of shares sold represents approximately $137.36M in transactions.


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This page (NYSEARCA:DFNM) was last updated on 5/5/2026 by MarketBeat.com Staff.
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