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Dimensional National Municipal Bond ETF (DFNM) Institutional Ownership

Dimensional National Municipal Bond ETF logo
$47.84 +0.07 (+0.15%)
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)
128
Total
Institutional Inflows
(last 12 months)
$316.15M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$83.15M
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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
1/21/2025Dynamic Advisor Solutions LLC11,942$570K0.0%+2.6%0.046%
1/21/2025Wheelhouse Advisory Group LLC41,060$1.96M1.2%+180.6%0.158%
1/16/2025 Pure Financial Advisors LLC18,184$869K0.0%-6.0%0.070%
1/16/2025 McCarthy & Cox5,654$270K0.1%-35.5%0.022%
1/16/2025 Brady Martz Wealth Solutions LLC15,266$727K0.2%N/A0.059%
1/15/2025 Helen Stephens Group LLC40,496$1.93M0.6%+3.4%0.156%
1/15/2025 25 LLC40,741$1.95M0.8%+162.2%0.157%
1/15/2025 Sax Wealth Advisors LLC101,865$4.87M0.4%-8.4%0.392%
1/15/2025 FF Advisors LLC55,935$2.69M1.8%-22.1%0.215%
1/14/2025 West Financial Advisors LLC173,115$8.27M1.6%-6.0%0.666%
1/14/2025 Websterrogers Financial Advisors LLC23,586$1.13M0.4%-1.3%0.091%
1/14/2025 Apella Capital LLC552,649$26.40M1.0%+17.4%2.126%
1/14/2025 Park Avenue Securities LLC40,159$1.92M0.0%+2.4%0.154%
1/14/2025 Breakwater Capital Group5,197$248K0.0%+11.1%0.020%
1/14/2025 Graves Light Lenhart Wealth Inc.233,305$11.15M1.4%+5.5%0.897%
1/8/2025 Shearwater Capital LLC36,983$1.77M1.2%+4.6%0.142%
1/8/2025 Collective Family Office LLC165,347$7.90M2.2%+5.0%0.636%
1/7/2025 Strathmore Capital Advisors Inc.367,620$17.56M12.8%N/A1.414%
1/6/2025 Hiley Hunt Wealth Management38,505$1.84M1.0%+20.1%0.148%
1/2/2025 Confluence Investment Management LLC177,417$8.48M0.1%-4.6%0.682%
12/26/2024JPMorgan Chase & Co.90,795$4.41M0.0%-0.4%0.349%
12/17/2024 Hiley Hunt Wealth Management32,071$1.56M0.9%+25.5%0.123%
12/2/2024Beaird Harris Wealth Management LLC853,154$41.41M3.6%+0.7%3.281%
11/18/2024Rehmann Capital Advisory Group10,747$522K0.0%+20.7%0.041%
11/15/2024Glass Jacobson Investment Advisors llc7,967$387K0.1%+7.7%0.031%
11/15/2024MML Investors Services LLC29,581$1.44M0.0%+86.9%0.114%
11/15/2024Jane Street Group LLC23,635$1.15M0.0%N/A0.091%
11/15/2024Kovitz Investment Group Partners LLC8,512$413K0.0%N/A0.033%
11/15/2024Stifel Financial Corp100,881$4.90M0.0%+3.3%0.388%
11/15/2024Integrated Wealth Concepts LLC193,353$9.39M0.1%+5.2%0.744%
11/15/2024HighTower Advisors LLC236,422$11.48M0.0%+7.0%0.909%
11/14/2024Captrust Financial Advisors10,521$511K0.0%+12.0%0.040%
11/13/2024Acorn Wealth Advisors LLC6,545$318K0.1%N/A0.025%
11/13/2024Brown Brothers Harriman & Co.27,375$1.33M0.0%N/A0.105%
11/12/2024Family Capital Management Inc.9,592$466K0.3%+26.9%0.037%
11/12/2024Truepoint Inc.2,611,150$126.75M3.4%+0.8%10.043%
11/12/2024Great Valley Advisor Group Inc.31,311$1.52M0.0%+0.8%0.120%
11/12/2024RW Investment Management LLC88,296$4.29M0.5%-5.3%0.340%
11/8/2024First Horizon Advisors Inc.922$45K0.0%N/A0.004%
11/8/2024Yardley Wealth Management LLC252,305$12.25M7.3%N/A0.970%
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11/7/2024Pathstone Holdings LLC718,529$34.88M0.2%-1.3%2.764%
11/7/2024Phillips Financial Management LLC52,327$2.54M0.2%-13.0%0.201%
11/6/2024Diversified Portfolios Inc.5,693$276K0.0%-24.9%0.022%
11/6/2024Dopkins Wealth Management LLC4,112$200K0.2%N/A0.016%
11/5/2024Aptus Capital Advisors LLC22,357$1.09M0.0%+3,613.8%0.086%
11/5/2024Compass Financial Group Inc.189,890$9.22M4.3%+1.3%0.730%
11/5/2024Vestia Personal Wealth Advisors62,190$3.02M2.5%+19.1%0.239%
11/5/2024Northwest Wealth Management LLC8,542$415K0.1%N/A0.033%
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%
11/1/2024Rather & Kittrell Inc.632,168$30.69M7.5%+8.9%2.431%
11/1/2024Assetmark Inc.280,533$13.62M0.0%-4.0%1.079%
11/1/2024Verus Financial Partners Inc.79,414$3.86M0.4%+1.8%0.305%
11/1/2024Beckerman Institutional LLC7,064$343K0.3%N/A0.027%
11/1/2024Triune Financial Partners LLC11,288$548K0.2%N/A0.043%
10/31/2024 Confluence Investment Management LLC185,981$9.03M0.1%-19.0%0.715%
10/30/2024Landmark Wealth Management LLC46,324$2.25M1.0%+0.5%0.178%
10/30/2024Wheelhouse Advisory Group LLC14,631$710K0.5%N/A0.056%
10/29/2024 Pure Financial Advisors LLC19,337$939K0.0%+1.1%0.074%
10/29/2024Creative Capital Management Investments LLC5,896$286K0.1%+124.2%0.023%
10/29/2024Farther Finance Advisors LLC4,951$240K0.0%N/A0.019%
10/28/2024Austin Wealth Management LLC588,429$28.56M6.3%+4.3%2.263%
10/25/2024PBMares Wealth Management LLC402,263$19.53M4.1%+13.0%1.547%
10/25/2024Quarry Hill Advisors LLC27,293$1.33M0.9%+31.9%0.105%
10/24/2024Patriot Financial Group Insurance Agency LLC41,516$2.02M0.3%+3.7%0.160%
10/24/2024J.W. Cole Advisors Inc.8,060$391K0.0%-3.7%0.031%
10/24/2024Modera 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%
10/23/2024Allworth Financial LP95,236$4.62M0.0%-1.1%0.366%
10/23/2024North Ridge Wealth Advisors Inc.47,557$2.31M1.6%+17.3%0.183%
10/22/2024RAM Investment Partners LLC369,999$17.96M4.7%+6.8%1.423%
10/22/2024Maryland Capital Advisors Inc.183,545$8.91M4.3%-0.2%0.706%
10/22/2024RCS Financial Planning LLC8,651$420K0.2%+5.0%0.033%
10/22/2024Private Advisor Group LLC43,084$2.09M0.0%+12.0%0.166%
10/22/2024CPA Asset Management LLC26,986$1.31M0.6%-0.9%0.104%
10/22/2024Sequoia Financial Advisors LLC557,728$27.07M0.3%-5.9%2.145%
10/21/2024Mattern Wealth Management LLC282,120$13.69M3.0%+5.3%1.085%
10/21/2024Integrity Wealth Solutions LLC32,266$1.57M0.9%-15.0%0.124%
10/21/2024Asset Planning Corporation243,001$11.80M7.7%-0.2%0.935%
10/21/2024Mills 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%
10/17/2024 Sax 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%
10/16/2024Bleakley Financial Group LLC10,740$521K0.0%+36.9%0.041%
10/16/2024Rockwood Wealth Management LLC9,053$439K0.0%-3.0%0.035%
10/16/2024B.O.S.S. Retirement Advisors LLC4,509$219K0.0%N/A0.017%
10/16/2024Firethorn Wealth Partners LLC6,940$337K0.2%-17.4%0.027%
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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%
10/10/2024Simplicity Wealth LLC7,318$355K0.0%-6.7%0.028%
10/9/2024BWM Planning LLC6,673$324K0.1%N/A0.026%
10/9/2024GEM 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%
10/8/2024C2P 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%
10/8/2024White Wing Wealth Management29,052$1.41M1.1%+6.3%0.112%
(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, 186 institutional investors and hedge funds held shares of Dimensional National Municipal Bond ETF. The most heavily invested institutionals were Truepoint Inc. ($126.75M), Foster Group Inc. ($57.94M), First Ascent Asset Management LLC ($43.71M), Beaird Harris Wealth Management LLC ($41.41M), Pathstone Holdings LLC ($34.88M), 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 168 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. ($2.18M), Beaird Harris Wealth Management LLC ($1.26M), Foster Group Inc. ($1.26M), First Ascent Asset Management LLC ($938.34K), Pathstone Holdings LLC ($726.91K), Buckingham Strategic Wealth LLC ($683.99K), and Austin Wealth Management LLC ($588.43K).

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

Institutional investors have bought a total of 16,319,471 shares in the last 24 months. This purchase volume represents approximately $778.75M in transactions.

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

Of the 100 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 ($1.17M), 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 4,385,203 shares in the last 24 months. This volume of shares sold represents approximately $208.88M in transactions.


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This page (NYSEARCA:DFNM) was last updated on 1/21/2025 by MarketBeat.com Staff
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