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Dimensional National Municipal Bond ETF (DFNM) Institutional Ownership

Dimensional National Municipal Bond ETF logo
$48.02
+0.12 (+0.25%)
(As of 11/4/2024 ET)
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Institutional Ownership Changes (13F Filings) for Dimensional National Municipal Bond ETF (NYSEARCA:DFNM)

Number of
Institutional Buyers
(last 12 months)
118
Total
Institutional Inflows
(last 12 months)
$412.02M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$131.24M
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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
11/4/2024Baker Avenue Asset Management LP42,268$2.05M0.1%+25.7%0.163%
11/4/2024Disciplined Investments LLC15,333$744K0.4%-8.6%0.059%
11/4/2024Sigma Planning Corp5,208$253K0.0%-5.4%0.020%
11/1/2024 Rather & Kittrell Inc.632,168$30.69M7.5%+8.9%2.431%
11/1/2024 Assetmark Inc.280,533$13.62M0.0%-4.0%1.079%
11/1/2024 Verus Financial Partners Inc.79,414$3.86M0.4%+1.8%0.305%
11/1/2024 Beckerman Institutional LLC7,064$343K0.3%N/A0.027%
11/1/2024 Triune Financial Partners LLC11,288$548K0.2%N/A0.043%
10/31/2024 Confluence Investment Management LLC185,981$9.03M0.1%-19.0%0.715%
10/30/2024 Landmark Wealth Management LLC46,324$2.25M1.0%+0.5%0.178%
10/30/2024 Wheelhouse Advisory Group LLC14,631$710K0.5%N/A0.056%
10/29/2024 Pure Financial Advisors LLC19,337$939K0.0%+1.1%0.074%
10/29/2024 Creative Capital Management Investments LLC5,896$286K0.1%+124.2%0.023%
10/29/2024 Farther Finance Advisors LLC4,951$240K0.0%N/A0.019%
10/28/2024 Austin Wealth Management LLC588,429$28.56M6.3%+4.3%2.263%
10/25/2024 PBMares Wealth Management LLC402,263$19.53M4.1%+13.0%1.547%
10/25/2024 Quarry Hill Advisors LLC27,293$1.33M0.9%+31.9%0.105%
10/24/2024 Patriot Financial Group Insurance Agency LLC41,516$2.02M0.3%+3.7%0.160%
10/24/2024 J.W. Cole Advisors Inc.8,060$391K0.0%-3.7%0.031%
10/24/2024 Modera Wealth Management LLC74,770$3.63M0.0%-9.5%0.288%
10/24/2024 Wealth Enhancement Advisory Services LLC488,958$23.73M0.1%+2.6%1.881%
10/23/2024 Allworth Financial LP95,236$4.62M0.0%-1.1%0.366%
10/23/2024 North Ridge Wealth Advisors Inc.47,557$2.31M1.6%+17.3%0.183%
10/22/2024 RAM Investment Partners LLC369,999$17.96M4.7%+6.8%1.423%
10/22/2024 Maryland Capital Advisors Inc.183,545$8.91M4.3%-0.2%0.706%
10/22/2024 RCS Financial Planning LLC8,651$420K0.2%+5.0%0.033%
10/22/2024 Private Advisor Group LLC43,084$2.09M0.0%+12.0%0.166%
10/22/2024 CPA Asset Management LLC26,986$1.31M0.6%-0.9%0.104%
10/22/2024 Sequoia Financial Advisors LLC557,728$27.07M0.3%-5.9%2.145%
10/21/2024 Mattern Wealth Management LLC282,120$13.69M3.0%+5.3%1.085%
10/21/2024 Integrity Wealth Solutions LLC32,266$1.57M0.9%-15.0%0.124%
10/21/2024 Asset Planning Corporation243,001$11.80M7.7%-0.2%0.935%
10/21/2024 Mills Wealth Advisors LLC74,175$3.60M2.5%-27.3%0.285%
10/19/2024Heritage Wealth Management Inc. CA21,863$1.06M0.8%+7.5%0.084%
10/19/2024One Degree Advisors Inc28,736$1.39M0.6%-4.6%0.111%
10/18/2024Resonant Capital Advisors LLC161,179$7.82M0.6%-1.0%0.620%
10/17/2024Sax Wealth Advisors LLC111,168$5.40M0.5%+20.7%0.428%
10/17/2024DiNuzzo Private Wealth Inc.52,832$2.56M0.3%+21.2%0.203%
10/16/2024 Bleakley Financial Group LLC10,740$521K0.0%+36.9%0.041%
10/16/2024 Rockwood Wealth Management LLC9,053$439K0.0%-3.0%0.035%
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10/16/2024 B.O.S.S. Retirement Advisors LLC4,509$219K0.0%N/A0.017%
10/16/2024 Firethorn Wealth Partners LLC6,940$337K0.2%-17.4%0.027%
10/10/2024 CVA Family Office LLC10,115$491K0.1%+29.8%0.039%
10/10/2024 McCarthy & Cox8,766$426K0.2%-15.7%0.034%
10/10/2024 Simplicity Wealth LLC7,318$355K0.0%-6.7%0.028%
10/9/2024 BWM Planning LLC6,673$324K0.1%N/A0.026%
10/9/2024 GEM Asset Management LLC73,133$3.54M2.0%-0.7%0.281%
10/8/2024 West Financial Advisors LLC184,134$8.94M1.7%+4.1%0.708%
10/8/2024 Shearwater Capital LLC35,371$1.72M1.2%+3.7%0.136%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors74,469$3.62M0.3%+3.3%0.286%
10/8/2024 Helen Stephens Group LLC39,162$1.90M0.6%-14.4%0.151%
10/8/2024 White Wing Wealth Management29,052$1.41M1.1%+6.3%0.112%
10/8/2024 Evanson Asset Management LLC95,760$4.65M0.3%-3.7%0.368%
10/8/2024 Mather Group LLC.49,582$2.41M0.0%-22.3%0.191%
10/7/2024 Foster Group Inc.1,193,739$57.94M2.2%-2.1%4.591%
10/5/2024 Collective Family Office LLC157,541$7.65M2.1%-7.9%0.606%
10/3/2024 Park Avenue Securities LLC39,201$1.90M0.0%-11.8%0.151%
10/3/2024 Apella Capital LLC470,603$22.87M0.9%+9.4%1.810%
8/30/2024 Strategic Investment Solutions Inc. IL29,162$1.40M0.5%N/A0.112%
8/21/2024Truist Financial Corp44,402$2.12M0.0%+3.3%0.171%
8/15/2024Beaird Harris Wealth Management LLC847,601$40.49M3.8%+0.8%3.260%
8/14/2024Wescott Financial Advisory Group LLC90,664$4.33M0.5%-0.4%0.349%
8/14/2024American Investment Services Inc.95,667$4.57M0.8%+17.4%0.368%
8/14/2024RW Investment Management LLC93,216$4.45M0.6%+1.3%0.359%
8/14/2024 Great Oak Capital Partners LLC9,368$452K0.2%N/A0.036%
8/12/2024LJI Wealth Management LLC9,039$432K0.1%+72.4%0.035%
8/12/2024Glass Jacobson Investment Advisors llc7,395$353K0.1%+8.4%0.028%
8/12/2024Mercer Global Advisors Inc. ADV34,229$1.64M0.0%-53.8%0.132%
8/12/2024Legacy Financial Group Inc.97,457$4.66M1.8%-0.5%0.375%
8/9/2024 Mills Wealth Advisors LLC102,087$4.88M3.5%-15.6%0.393%
8/8/2024Envestnet Asset Management Inc.100,954$4.82M0.0%+17.2%0.388%
8/8/2024WPWealth LLP22,541$1.08M0.3%+106.2%0.087%
8/7/2024Choreo LLC4,607$220K0.0%N/A0.018%
8/6/2024Savant Capital LLC42,411$2.03M0.0%-53.5%0.163%
8/5/2024 Private Advisor Group LLC38,454$1.84M0.0%-4.2%0.148%
8/5/2024 Quarry Hill Advisors LLC20,695$989K0.7%+40.3%0.080%
8/5/2024Truepoint Inc.2,590,947$123.77M3.5%-2.7%9.965%
8/5/2024 Verus Financial Partners Inc.77,997$3.73M0.4%+1.0%0.300%
8/1/2024Resonant Capital Advisors LLC162,867$7.78M0.6%-8.8%0.626%
8/1/2024PrairieView Partners LLC28,449$1.36M0.2%+63.5%0.109%
8/1/2024 White Wing Wealth Management27,331$1.31M1.0%+18.6%0.105%
7/31/2024Aptus Capital Advisors LLC602$29K0.0%N/A0.002%
7/31/2024 Asset Planning Corporation243,449$11.63M8.7%-2.9%0.936%
7/31/2024 Austin Wealth Management LLC564,237$27.10M6.4%+9.4%2.170%
7/31/2024Commonwealth Equity Services LLC601,798$28.75M0.0%+3.0%2.315%
7/31/2024 IFG Advisory LLC6,328$302K0.0%N/A0.024%
7/30/2024 Foster Group Inc.1,219,501$58.26M2.3%-3.0%4.690%
7/30/2024 Sage Rhino Capital LLC30,600$1.46M0.3%-39.2%0.118%
7/30/2024 North Ridge Wealth Advisors Inc.40,526$1.94M1.5%+18.0%0.156%
7/30/2024DiNuzzo Private Wealth Inc.43,607$2.08M0.3%+9.3%0.168%
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7/30/2024 RAM Investment Partners LLC346,512$16.55M4.8%+7.7%1.333%
7/29/2024 Modera Wealth Management LLC82,641$3.95M0.1%+0.5%0.318%
7/29/2024Wealthstream Advisors Inc.11,624$555K0.2%+6.7%0.045%
7/29/2024 Rather & Kittrell Inc.580,239$27.72M7.6%+12.2%2.232%
7/29/2024 Liberty Capital Management Inc.45,661$2.18M0.5%-3.2%0.176%
7/27/2024 Rockwood Wealth Management LLC9,336$446K0.1%-9.2%0.036%
7/26/2024 Breakwater Capital Group4,477$214K0.0%-16.9%0.017%
7/26/2024 Patriot Financial Group Insurance Agency LLC40,052$1.91M0.3%+28.3%0.154%
7/26/2024 Integrity Wealth Solutions LLC37,960$1.81M1.2%-9.8%0.146%
7/25/2024 Core Wealth Management Inc.85,899$4.10M1.7%-7.4%0.330%
(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, 168 institutional investors and hedge funds held shares of Dimensional National Municipal Bond ETF. The most heavily invested institutionals were Truepoint Inc. ($123.77M), Foster Group Inc. ($57.94M), First Ascent Asset Management LLC ($43.71M), Beaird Harris Wealth Management LLC ($40.49M), Pathstone Holdings LLC ($35.26M), Buckingham Strategic Wealth LLC ($34.23M), and MBL Wealth LLC ($33.37M).Learn more on DFNM's institutional investors.

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

Of the 157 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: Truepoint Inc. ($2.16M), Foster Group Inc. ($1.26M), Beaird Harris Wealth Management LLC ($1.25M), First Ascent Asset Management LLC ($938.34K), Pathstone Family Office LLC ($759.66K), Pathstone Holdings LLC ($726.91K), and Buckingham Strategic Wealth LLC ($683.99K).

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

Institutional investors have bought a total of 17,405,355 shares in the last 24 months. This purchase volume represents approximately $828.97M in transactions.

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

Of the 96 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 ($1.54M), Pathstone Family Office LLC ($725.41K), Beaird Harris Wealth Management LLC ($404.27K), Mather Group LLC. ($223.58K), Commonwealth Equity Services LLC ($106.05K), Savant Capital LLC ($99.11K), 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 4,734,218 shares in the last 24 months. This volume of shares sold represents approximately $225.51M in transactions.


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This page (NYSEARCA:DFNM) was last updated on 11/5/2024 by MarketBeat.com Staff
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