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Dimensional National Municipal Bond ETF (DFNM) Institutional Ownership

Dimensional National Municipal Bond ETF logo
$47.77 -0.12 (-0.25%)
As of 04/4/2025 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)
165
Total
Institutional Inflows
(last 12 months)
$553.25M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$60.01M
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DFNM Institutional Buying and Selling by Quarter

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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
4/4/2025 Kings Path Partners LLC4,502$214K0.1%N/A0.014%
4/3/2025 Hiley Hunt Wealth Management37,908$1.81M1.0%-1.6%0.121%
4/3/2025 Collective Family Office LLC154,367$7.34M2.0%-6.6%0.492%
4/1/2025 Confluence Investment Management LLC173,223$8.24M0.1%-2.4%0.552%
3/17/2025Wealth Enhancement Advisory Services LLC505,032$24.13M0.0%+3.3%1.611%
3/14/2025Tableaux LLC14,489$692K0.6%N/A0.046%
3/10/2025SpringVest Wealth Management LLC11,374$543K0.5%N/A0.036%
3/3/2025American Investment Services Inc.92,574$4.42M0.8%+1.6%0.295%
2/27/2025XY Planning Network Inc.8,615$412K0.3%N/A0.033%
2/24/2025Great Valley Advisor Group Inc.32,965$1.58M0.0%+5.3%0.127%
2/21/2025Vermillion Wealth Management Inc.80,554$3.85M2.0%N/A0.310%
2/18/2025GTS Securities LLC6,821$326K0.0%N/A0.026%
2/18/2025Investmark Advisory Group LLC22,084$1.06M0.5%+1.6%0.085%
2/18/2025Legacy Financial Group Inc.94,642$4.52M1.5%-5.1%0.364%
2/18/2025McIlrath & Eck LLC7,686$367K0.0%-18.8%0.030%
2/18/2025Focus Partners Advisor Solutions LLC468,347$22.37M0.4%+84.2%1.801%
2/18/2025Note Advisors LLC15,059$719K0.6%N/A0.058%
2/17/2025Waverly Advisors LLC77,384$3.70M0.1%+3.3%0.298%
2/17/2025Vestment Financial LLC184,963$8.84M6.8%N/A0.711%
2/17/2025Triune Financial Partners LLC8,391$401K0.1%-25.7%0.032%
2/17/2025Safeguard Investment Advisory Group LLC23,465$1.12M0.3%+2.4%0.090%
2/17/2025Pathstone Holdings LLC697,218$33.30M0.1%-3.0%2.682%
2/17/2025Focus Partners Wealth1,928,913$92.14M0.2%+32.2%7.419%
2/17/2025Captrust Financial Advisors9,022$431K0.0%-14.2%0.035%
2/17/2025Cary Street Partners Financial LLC45,291$2.16M0.1%N/A0.174%
2/17/2025Baker Avenue Asset Management LP47,523$2.27M0.1%+12.4%0.183%
2/17/2025Bank of America Corp DE275,960$13.18M0.0%+34.1%1.061%
2/17/2025Aptus Capital Advisors LLC10,770$514K0.0%-51.8%0.041%
2/14/2025Mercer Global Advisors Inc. ADV25,554$1.22M0.0%-22.6%0.098%
2/14/2025ArborFi Advisors LLC6,847$327K0.3%N/A0.026%
2/14/2025Jane Street Group LLC33,457$1.60M0.0%+41.6%0.129%
2/14/2025Rehmann Capital Advisory Group15,300$731K0.0%+42.4%0.059%
2/14/2025Navigoe LLC4,082$194K0.2%N/A0.016%
2/14/2025Betterment LLC9,667$462K0.0%+7.0%0.037%
2/14/2025Oak Wealth Advisors LLC16,703$798K0.6%N/A0.064%
2/14/2025Two Sigma Securities LLC6,327$302K0.0%N/A0.024%
2/14/2025Kovitz Investment Group Partners LLC12,131$580K0.0%+42.5%0.047%
2/14/2025Integrated Wealth Concepts LLC199,593$9.54M0.1%+3.2%0.768%
2/14/2025Stifel Financial Corp77,979$3.73M0.0%-22.7%0.300%
2/14/2025OneDigital Investment Advisors LLC38,279$1.83M0.0%-2.4%0.147%
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2/14/2025WPWealth LLP19,517$932K0.2%-12.1%0.075%
2/14/2025MML Investors Services LLC25,872$1.24M0.0%-12.5%0.100%
2/14/2025GeoWealth Management LLC1,006,570$48.08M1.6%+5.0%3.871%
2/13/2025Strategic Investment Solutions Inc. IL33,600$1.61M0.5%+15.5%0.129%
2/13/2025NewEdge Advisors LLC10,324$493K0.0%+24.3%0.040%
2/13/2025Verisail Partners LLC43,335$2.07M1.0%N/A0.167%
2/13/2025Rather & Kittrell Inc.698,195$33.35M7.8%+10.4%2.685%
2/13/2025Main Street Financial Solutions LLC21,082$1.01M0.1%+1.3%0.081%
2/13/2025Envision Financial Planning LLC6,642$317K0.2%+11.6%0.026%
2/13/2025Rockefeller Capital Management L.P.13,779$658K0.0%N/A0.053%
2/13/2025 Glass Jacobson Investment Advisors llc8,541$408K0.1%+7.2%0.033%
2/13/2025One Degree Advisors Inc22,569$1.08M0.4%-21.5%0.087%
2/13/2025Envestnet Asset Management Inc.116,435$5.56M0.0%+5.4%0.448%
2/12/2025Wescott Financial Advisory Group LLC90,138$4.31M0.4%-0.6%0.347%
2/12/2025Martin Worley Group9,481$453K0.3%N/A0.036%
2/12/2025Physician Wealth Advisors Inc.4,449$213K0.0%-58.3%0.017%
2/12/2025Life Planning Partners Inc5,200$248K0.0%N/A0.020%
2/12/2025Brown Brothers Harriman & Co.16,600$793K0.0%-39.4%0.064%
2/12/2025BCO Wealth Management LLC58,899$2.81M2.3%N/A0.227%
2/12/2025JPMorgan Chase & Co.85,235$4.07M0.0%-6.1%0.328%
2/12/2025Financial Engines Advisors L.L.C.59,336$2.83M0.0%+100.0%0.228%
2/12/2025Financial Counselors Inc.7,622$364K0.0%N/A0.029%
2/12/2025SwitchPoint Financial Planning LLC43,241$2.07M2.0%N/A0.166%
2/11/2025Heritage Wealth Management Inc. CA25,833$1.23M0.9%+18.2%0.099%
2/11/2025Jackson Thornton Wealth Management LLC14,668$701K0.1%+10.8%0.056%
2/11/2025Clune & Associates LTD.5,320$254K0.1%N/A0.020%
2/11/2025LPL Financial LLC273,334$13.06M0.0%+7.4%1.051%
2/11/2025Truepoint Inc.2,700,098$128.98M3.5%+3.4%10.385%
2/11/2025Elevate Wealth Advisory Inc.41,285$1.97M1.5%+1.9%0.159%
2/10/2025Entrewealth LLC140,593$6.83M6.4%N/A0.541%
2/10/2025Dopkins Wealth Management LLC57,559$2.75M1.4%+1,299.8%0.221%
2/10/2025Yardley Wealth Management LLC308,855$14.79M7.2%+22.4%1.188%
2/10/2025United Wealth Management LLC96,271$4.60M1.5%N/A0.370%
2/10/2025Eldridge Investment Advisors Inc.14,156$676K0.2%-12.1%0.054%
2/10/2025Corient Private Wealth LLC111,960$5.35M0.0%-14.0%0.431%
2/10/2025Northwest Wealth Management LLC17,053$815K0.2%+99.6%0.066%
2/10/2025Blume Capital Management Inc.31,972$1.53M0.3%-30.8%0.123%
2/10/2025Phillips Financial Management LLC37,341$1.78M0.1%-28.6%0.144%
2/10/2025Commonwealth Equity Services LLC631,891$30.19M0.0%+5.0%2.430%
2/10/2025Austin Wealth Management LLC601,424$28.73M6.0%+2.2%2.313%
2/10/2025Farther Finance Advisors LLC1,617$77K0.0%-67.3%0.006%
2/10/2025Parkworth Wealth Management Inc.13,656$652K0.5%N/A0.053%
2/7/2025Sequoia Financial Advisors LLC613,517$29.31M0.3%+10.0%2.360%
2/7/2025HighTower Advisors LLC350,658$16.75M0.0%+48.3%1.349%
2/7/2025Warburton Capital Management LLC9,871$471K0.4%N/A0.038%
2/7/2025Claris Advisors LLC MO10,404$497K0.2%+113.9%0.040%
2/7/2025Keb Asset Management LLC5,501$263K0.1%N/A0.021%
2/7/2025Tassel Capital Management Inc.73,884$3.53M3.1%N/A0.284%
2/7/2025Simplicity Wealth LLC10,709$512K0.1%+46.3%0.041%
2/6/2025Assetmark Inc.406,869$19.44M0.1%+45.0%1.565%
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2/6/2025Scratch Capital LLC23,117$1.10M1.3%N/A0.089%
2/6/2025Sage Rhino Capital LLC4,670$223K0.0%-80.8%0.018%
2/6/2025Modera Wealth Management LLC76,491$3.65M0.0%+2.3%0.294%
2/5/2025Mills Wealth Advisors LLC55,371$2.65M1.5%-25.4%0.213%
2/5/2025Compass Financial Group Inc.183,667$8.77M4.2%-3.3%0.706%
2/5/2025AWM Capital LLC398,444$19.03M2.3%-14.2%1.532%
2/4/2025CPA Asset Management LLC30,383$1.45M0.7%+12.6%0.117%
2/4/2025Wealthstream Advisors Inc.12,647$604K0.1%+8.8%0.049%
2/3/2025Sigma Planning Corp5,565$266K0.0%+6.9%0.021%
2/3/2025Timonier Family Office LTD.62,065$2.97M1.5%N/A0.239%
(Data available from 1/1/2016 forward)

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DFNM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFNM shares?

During the previous two years, 234 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 214 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 20,861,808 shares in the last 24 months. This purchase volume represents approximately $995.61M in transactions.

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

Of the 113 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 4,221,586 shares in the last 24 months. This volume of shares sold represents approximately $201.04M in transactions.


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This page (NYSEARCA:DFNM) was last updated on 4/5/2025 by MarketBeat.com Staff
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