Who owns Dimensional - National Municipal Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DFNM from SEC Form 13F filings across 294 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 294 institutions disclosed 40.3M shares of Dimensional - National Municipal Bond ETF worth $1.95B — about 86.1% of shares outstanding; the largest disclosed holder is Focus Partners Wealth. Source: SEC Form 13F filings, parsed by EvidInvest.
294
13F holders
$1.95B
value, 2026 filers
86.1%
of shares outstanding (40.3M sh)
34
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DFNM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 5.1M | $245.0M | 0.3% | 10.8% | +20.1% |
| 2 | Truepoint, Inc. | 3.2M | $155.2M | 3.2% | 6.9% | +3.7% |
| 3 | Focus Partners Advisor Solutions, LLC | 1.6M | $79.6M | 0.7% | 3.5% | +36.9% |
| 4 | Apella Capital, LLC | 1.6M | $76.8M | 1.1% | 3.4% | +20.5% |
| 5 | Foster Group, Inc. | 1.5M | $71.7M | 1.9% | 3.2% | +1.6% |
| 6 | Symmetry Partners, LLC | 1.3M | $62.1M | 3.2% | 2.7% | -2.4% |
| 7 | GeoWealth Management, LLC | 1.1M | $51.0M | 1.6% | 2.3% | +19.8% |
| 8 | Rather & Kittrell, Inc. | 939,121 | $45.4M | 6.3% | 2% | +5.0% |
| 9 | Sequoia Financial Advisors, LLC | 896,162 | $43.3M | 0.2% | 1.9% | +1.8% |
| 10 | Pathstone Holdings, LLC | 808,791 | $39.1M | 0.1% | 1.7% | +2.6% |
| 11 | Beaird Harris Wealth Management, LLC | 796,384 | $38.5M | 2.4% | 1.7% | +0.1% |
| 12 | MBL Wealth, LLC | 776,501 | $37.5M | 2.6% | 1.7% | +5.0% |
| 13 | AWM CAPITAL, LLC | 725,052 | $35.0M | 2.8% | 1.5% | +0.9% |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 672,029 | $32.5M | 0.0% | 1.4% | +2.9% |
| 15 | RAM Investment Partners, LLC | 583,595 | $28.2M | 4.5% | 1.2% | +13.0% |
| 16 | LPL Financial LLC | 578,747 | $28.0M | 0.0% | 1.2% | +11.6% |
| 17 | Graves Light Lenhart Wealth, Inc. | 556,651 | $26.9M | 2.5% | 1.2% | +15.3% |
| 18 | Mattern Wealth Management LLC | 548,877 | $26.5M | 4.4% | 1.2% | +3.5% |
| 19 | Waterford Advisors, LLC | 545,339 | $28.8M | 7.9% | 1.2% | +1.7% |
| 20 | BANK OF AMERICA CORP /DE/ | 481,181 | $23.3M | 0.0% | 1% | +15.0% |
| 21 | ASPIRIANT, LLC | 432,596 | $20.9M | 0.5% | 0.9% | +0.9% |
| 22 | HFM Investment Advisors, LLC | 428,712 | $20.7M | 7.3% | 0.9% | +19.7% |
| 23 | Savant Capital, LLC | 376,015 | $18.2M | 0.1% | 0.8% | +21.0% |
| 24 | Austin Wealth Management, LLC | 364,914 | $17.5M | 3.7% | 0.8% | +11.5% |
| 25 | Vestment Financial LLC | 351,964 | $17.0M | 7.6% | 0.8% | +9.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.