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Dimensional National Municipal Bond ETF (DFNM) Institutional Ownership

Dimensional National Municipal Bond ETF logo
$48.01 +0.08 (+0.17%)
As of 02/21/2025 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)
162
Total
Institutional Inflows
(last 12 months)
$561.60M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$72.15M
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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
2/21/2025Vermillion Wealth Management Inc.80,554$3.85M2.0%N/A0.310%
2/18/2025 GTS Securities LLC6,821$326K0.0%N/A0.026%
2/18/2025 Investmark Advisory Group LLC22,084$1.06M0.5%+1.6%0.085%
2/18/2025 Legacy Financial Group Inc.94,642$4.52M1.5%-5.1%0.364%
2/18/2025 McIlrath & Eck LLC7,686$367K0.0%-18.8%0.030%
2/18/2025 Focus Partners Advisor Solutions LLC468,347$22.37M0.4%+84.2%1.801%
2/18/2025 Note Advisors LLC15,059$719K0.6%N/A0.058%
2/17/2025 Waverly Advisors LLC77,384$3.70M0.1%+3.3%0.298%
2/17/2025 Vestment Financial LLC184,963$8.84M6.8%N/A0.711%
2/17/2025 Triune Financial Partners LLC8,391$401K0.1%-25.7%0.032%
2/17/2025 Safeguard Investment Advisory Group LLC23,465$1.12M0.3%+2.4%0.090%
2/17/2025 Pathstone Holdings LLC697,218$33.30M0.1%-3.0%2.682%
2/17/2025 Focus Partners Wealth1,928,913$92.14M0.2%+32.2%7.419%
2/17/2025 Captrust Financial Advisors9,022$431K0.0%-14.2%0.035%
2/17/2025 Cary Street Partners Financial LLC45,291$2.16M0.1%N/A0.174%
2/17/2025 Baker Avenue Asset Management LP47,523$2.27M0.1%+12.4%0.183%
2/17/2025 Bank of America Corp DE275,960$13.18M0.0%+34.1%1.061%
2/17/2025 Aptus Capital Advisors LLC10,770$514K0.0%-51.8%0.041%
2/14/2025 Mercer Global Advisors Inc. ADV25,554$1.22M0.0%-22.6%0.098%
2/14/2025 ArborFi Advisors LLC6,847$327K0.3%N/A0.026%
2/14/2025 Jane Street Group LLC33,457$1.60M0.0%+41.6%0.129%
2/14/2025 Rehmann Capital Advisory Group15,300$731K0.0%+42.4%0.059%
2/14/2025 Navigoe LLC4,082$194K0.2%N/A0.016%
2/14/2025 Betterment LLC9,667$462K0.0%+7.0%0.037%
2/14/2025 Oak Wealth Advisors LLC16,703$798K0.6%N/A0.064%
2/14/2025 Two Sigma Securities LLC6,327$302K0.0%N/A0.024%
2/14/2025 Kovitz Investment Group Partners LLC12,131$580K0.0%+42.5%0.047%
2/14/2025 Integrated Wealth Concepts LLC199,593$9.54M0.1%+3.2%0.768%
2/14/2025 Stifel Financial Corp77,979$3.73M0.0%-22.7%0.300%
2/14/2025 OneDigital Investment Advisors LLC38,279$1.83M0.0%-2.4%0.147%
2/14/2025 WPWealth LLP19,517$932K0.2%-12.1%0.075%
2/14/2025 MML Investors Services LLC25,872$1.24M0.0%-12.5%0.100%
2/14/2025 GeoWealth Management LLC1,006,570$48.08M1.6%+5.0%3.871%
2/13/2025 Strategic Investment Solutions Inc. IL33,600$1.61M0.5%+15.5%0.129%
2/13/2025 NewEdge Advisors LLC10,324$493K0.0%+24.3%0.040%
2/13/2025 Verisail Partners LLC43,335$2.07M1.0%N/A0.167%
2/13/2025 Rather & Kittrell Inc.698,195$33.35M7.8%+10.4%2.685%
2/13/2025 Main Street Financial Solutions LLC21,082$1.01M0.1%+1.3%0.081%
2/13/2025 Envision Financial Planning LLC6,642$317K0.2%+11.6%0.026%
2/13/2025 Rockefeller Capital Management L.P.13,779$658K0.0%N/A0.053%
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2/13/2025 Glass Jacobson Investment Advisors llc8,541$408K0.1%+7.2%0.033%
2/13/2025 One Degree Advisors Inc22,569$1.08M0.4%-21.5%0.087%
2/13/2025 Envestnet Asset Management Inc.116,435$5.56M0.0%+5.4%0.448%
2/12/2025 Wescott Financial Advisory Group LLC90,138$4.31M0.4%-0.6%0.347%
2/12/2025 Martin Worley Group9,481$453K0.3%N/A0.036%
2/12/2025 Physician Wealth Advisors Inc.4,449$213K0.0%-58.3%0.017%
2/12/2025 Life Planning Partners Inc5,200$248K0.0%N/A0.020%
2/12/2025 Brown Brothers Harriman & Co.16,600$793K0.0%-39.4%0.064%
2/12/2025 BCO Wealth Management LLC58,899$2.81M2.3%N/A0.227%
2/12/2025 JPMorgan Chase & Co.85,235$4.07M0.0%-6.1%0.328%
2/12/2025 Financial Engines Advisors L.L.C.59,336$2.83M0.0%+100.0%0.228%
2/12/2025 Financial Counselors Inc.7,622$364K0.0%N/A0.029%
2/12/2025 SwitchPoint Financial Planning LLC43,241$2.07M2.0%N/A0.166%
2/11/2025 Heritage Wealth Management Inc. CA 25,833$1.23M0.9%+18.2%0.099%
2/11/2025 Jackson Thornton Wealth Management LLC14,668$701K0.1%+10.8%0.056%
2/11/2025 Clune & Associates LTD.5,320$254K0.1%N/A0.020%
2/11/2025 LPL Financial LLC273,334$13.06M0.0%+7.4%1.051%
2/11/2025 Truepoint Inc.2,700,098$128.98M3.5%+3.4%10.385%
2/11/2025 Elevate Wealth Advisory Inc.41,285$1.97M1.5%+1.9%0.159%
2/10/2025 Entrewealth LLC140,593$6.83M6.4%N/A0.541%
2/10/2025 Dopkins Wealth Management LLC57,559$2.75M1.4%+1,299.8%0.221%
2/10/2025 Yardley Wealth Management LLC308,855$14.79M7.2%+22.4%1.188%
2/10/2025 United Wealth Management LLC96,271$4.60M1.5%N/A0.370%
2/10/2025 Eldridge Investment Advisors Inc.14,156$676K0.2%-12.1%0.054%
2/10/2025 Corient Private Wealth LLC111,960$5.35M0.0%-14.0%0.431%
2/10/2025 Northwest Wealth Management LLC17,053$815K0.2%+99.6%0.066%
2/10/2025 Blume Capital Management Inc.31,972$1.53M0.3%-30.8%0.123%
2/10/2025 Phillips Financial Management LLC37,341$1.78M0.1%-28.6%0.144%
2/10/2025 Commonwealth Equity Services LLC631,891$30.19M0.0%+5.0%2.430%
2/10/2025 Austin Wealth Management LLC601,424$28.73M6.0%+2.2%2.313%
2/10/2025 Farther Finance Advisors LLC1,617$77K0.0%-67.3%0.006%
2/10/2025 Parkworth Wealth Management Inc.13,656$652K0.5%N/A0.053%
2/7/2025 Sequoia Financial Advisors LLC613,517$29.31M0.3%+10.0%2.360%
2/7/2025 HighTower Advisors LLC350,658$16.75M0.0%+48.3%1.349%
2/7/2025 Warburton Capital Management LLC9,871$471K0.4%N/A0.038%
2/7/2025 Claris Advisors LLC MO10,404$497K0.2%+113.9%0.040%
2/7/2025 Keb Asset Management LLC5,501$263K0.1%N/A0.021%
2/7/2025 Tassel Capital Management Inc.73,884$3.53M3.1%N/A0.284%
2/7/2025 Simplicity Wealth LLC10,709$512K0.1%+46.3%0.041%
2/6/2025 Assetmark Inc.406,869$19.44M0.1%+45.0%1.565%
2/6/2025 Scratch Capital LLC23,117$1.10M1.3%N/A0.089%
2/6/2025 Sage Rhino Capital LLC4,670$223K0.0%-80.8%0.018%
2/6/2025 Modera Wealth Management LLC76,491$3.65M0.0%+2.3%0.294%
2/5/2025 Mills Wealth Advisors LLC55,371$2.65M1.5%-25.4%0.213%
2/5/2025 Compass Financial Group Inc.183,667$8.77M4.2%-3.3%0.706%
2/5/2025 AWM Capital LLC398,444$19.03M2.3%-14.2%1.532%
2/4/2025 CPA Asset Management LLC30,383$1.45M0.7%+12.6%0.117%
2/4/2025 Wealthstream Advisors Inc.12,647$604K0.1%+8.8%0.049%
2/3/2025 Sigma Planning Corp5,565$266K0.0%+6.9%0.021%
2/3/2025 Timonier Family Office LTD.62,065$2.97M1.5%N/A0.239%
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MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest breakthrough in artificial intelligence… but in human technology. It’s so valuable that some are referring to it as the “new gold”.

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2/3/2025 White Wing Wealth Management27,543$1.32M1.0%-5.2%0.106%
2/3/2025 RW Investment Management LLC82,292$3.93M0.5%-6.8%0.317%
2/3/2025 CogentBlue Wealth Advisors LLC27,000$1.29M1.1%N/A0.104%
2/3/2025 Private Advisor Group LLC42,805$2.05M0.0%-0.6%0.165%
1/31/2025 Creative Capital Management Investments LLC4,946$236K0.1%-16.1%0.019%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors82,068$3.92M0.1%+10.2%0.316%
1/31/2025 Beta Wealth Group Inc.9,589$458K0.2%+5.4%0.037%
1/31/2025 Truist Financial Corp49,477$2.36M0.0%+5.3%0.190%
1/31/2025 J.W. Cole Advisors Inc.8,300$396K0.0%+3.0%0.032%
1/30/2025 Copperleaf Capital LLC8,550$408K0.3%+13.6%0.033%
(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, 231 institutional investors and hedge funds held shares of Dimensional National Municipal Bond ETF. The most heavily invested institutionals were Truepoint Inc. ($128.98M), Focus Partners Wealth ($92.14M), Foster Group Inc. ($54.65M), GeoWealth Management LLC ($48.08M), First Ascent Asset Management LLC ($43.71M), Beaird Harris Wealth Management LLC ($41.41M), and Buckingham Strategic Wealth LLC ($34.23M).Learn more on DFNM's institutional investors.

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

Of the 211 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: C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($3.88M), Truepoint Inc. ($2.27M), Beaird Harris Wealth Management LLC ($1.26M), Foster Group Inc. ($1.16M), Pathstone Holdings LLC ($726.91K), Buckingham Strategic Wealth LLC ($683.99K), and Austin Wealth Management LLC ($601.42K).

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

Institutional investors have bought a total of 21,060,735 shares in the last 24 months. This purchase volume represents approximately $1.01B in transactions.

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

Of the 112 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 ($796.84K), Pathstone Family Office LLC ($725.41K), Beaird Harris Wealth Management LLC ($404.27K), Mather Group LLC. ($226.70K), Foster Group Inc. ($112.82K), Savant Capital LLC ($106.38K), 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 4,205,815 shares in the last 24 months. This volume of shares sold represents approximately $200.29M in transactions.


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This page (NYSEARCA:DFNM) was last updated on 2/22/2025 by MarketBeat.com Staff
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