Dimensional National Municipal Bond ETF (DFNM) Institutional Ownership $47.93 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Dimensional National Municipal Bond ETF (NYSEARCA:DFNM)Number ofInstitutional Buyers(last 12 months)228TotalInstitutional Inflows(last 12 months)$607.55MNumber ofInstitutional Sellers(last 12 months)118TotalInstitutional Outflows(last 12 months)$127.91M Get DFNM Insider Trade Alerts Want to know when executives and insiders are buying or selling Dimensional National Municipal Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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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 ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/22/2026Verus Capital Partners LLC5,905$283K0.0%-42.6%0.014% 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% Get the Latest News and Ratings for DFNM and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Dimensional National Municipal Bond ETF and its competitors with MarketBeat's FREE daily newsletter. 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% Your book is inside (Ad)The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. 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Free today.Download your copy now.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% 3/4/2026 Pure Financial Advisors LLC38,996$1.88M0.0%+0.9%0.095% 3/4/2026 Rehmann 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% 2/20/2026 Waterford Advisors LLC527,277$23.84M9.3%N/A1.280% 2/19/2026 Corient Private Wealth LLC58,935$2.84M0.0%+1.9%0.143% 2/18/2026 Note 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% 2/18/2026 Beacon 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% 2/18/2026 OLD 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% 2/17/2026 Osaic Holdings Inc.150,047$7.23M0.0%+8.3%0.364% 2/17/2026 Royal 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% 2/16/2026 North Ridge Wealth Advisors Inc.47,577$2.29M1.3%+8.7%0.115% 2/16/2026 Focus Partners Wealth3,662,918$176.44M0.2%+42.5%8.891% 2/16/2026 Generations 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% 2/13/2026 Inspire Advisors LLC7,201$347K0.0%N/A0.017% 2/13/2026 Smartleaf 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% 2/13/2026 WPWealth LLP26,211$1.26M0.2%+7.8%0.064% ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.See the 5 stocks to avoid2/13/2026 Integrated Wealth Concepts LLC190,663$9.18M0.1%+1.6%0.463% 2/13/2026 Safeguard Investment Advisory Group LLC17,929$864K0.2%+4.8%0.044% 2/13/2026 Tillman Hartley LLC89,361$4.31M1.1%+20.9%0.217% 2/12/2026 Jane Street Group LLC16,432$792K0.0%+35.5%0.040% 2/12/2026 Financial 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% 2/12/2026 Burk Holdings LLC9,086$438K0.2%+8.3%0.022% 2/12/2026 Betterment LLC26,585$1.28M0.0%-5.8%0.065% 2/12/2026 Colonial Trust Co SC6,152$296K0.0%+5.5%0.015% 2/12/2026 Tandemgrowth Financial Advisors LLC55,824$2.69M2.3%N/A0.135% DFNM Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of DFNM shares? During the previous two years, 314 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 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 ($1.08M), Focus Partners Advisor Solutions LLC ($649.83K), Strathmore Capital Advisors Inc. ($627.35K), and Waterford Advisors LLC ($527.28K). How much institutional buying is happening at Dimensional National Municipal Bond ETF? Institutional investors have bought a total of 12,669,630 shares in the last 24 months. This purchase volume represents approximately $607.55M in transactions. Which of Dimensional National Municipal Bond ETF's major shareholders have been selling company stock? Of the 118 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), Assetmark Inc. ($77.63K), Wealth Enhancement Advisory Services LLC ($75.17K), and Asset Planning Corporation ($57.56K). How much institutional selling is happening at Dimensional National Municipal Bond ETF? Institutional investors have sold a total of 2,677,187 shares in the last 24 months. This volume of shares sold represents approximately $127.91M in transactions. Related Companies BNY Mellon Core Bond ETF Institutional Ownership Ultra-Short Fixed Income ETF Institutional Ownership iShares AAA CLO Active ETF Institutional Ownership Eaton Vance Total Return Bond ETF Institutional Ownership John Hancock Core Bond ETF Institutional Ownership Capital Group Short Duration Income ETF Institutional Ownership SPDR Portfolio Corporate Bond ETF Institutional Ownership iShares iBonds Dec 2025 Term Corporate ETF Institutional Ownership iShares 0-5 Year Investment Grade Corporate Bond ETF Institutional Ownership T. Rowe Price QM U.S. Bond ETF Institutional Ownership This page (NYSEARCA:DFNM) was last updated on 5/25/2026 by MarketBeat.com Staff. 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