DFNM
Dimensional - National Municipal Bond ETF$48.38+0.07 (+0.13%)Financial ServicesNYSE_ARCA
Institutional Holders
50
as of Q4 2025
Total Shares Held
3.662918297408015e+293B
Total Value
$1.7600014326170606e+226T
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 3,662,918 | $176.0M | 0.20% | Share |
| 2 | Truepoint, Inc. | 2,974,080 | $143.3M | 3.22% | Share |
| 3 | Foster Group, Inc. | 1,465,775 | $70.6M | 2.13% | Share |
| 4 | Symmetry Partners, LLC | 993,006 | $47.8M | 2.83% | Share |
| 5 | GeoWealth Management, LLC | 882,985 | $42.0M | 1.55% | Share |
| 6 | Sequoia Financial Advisors, LLC | 849,872 | $40.9M | 0.23% | Share |
| 7 | Beaird Harris Wealth Management, LLC | 847,860 | $40.8M | 2.81% | Share |
| 8 | Rather & Kittrell, Inc. | 836,954 | $40.3M | 6.49% | Share |
| 9 | MBL Wealth, LLC | 707,095 | $34.1M | 2.73% | Share |
| 10 | AWM CAPITAL, LLC | 700,642 | $33.7M | 3.06% | Share |
| 11 | HighTower Advisors, LLC | 696,646 | $33.0M | 0.04% | Share |
| 12 | Pathstone Holdings, LLC | 702,674 | $33.0M | 0.13% | Share |
| 13 | Apella Capital, LLC | 681,896 | $32.8M | 0.65% | Share |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 612,168 | $29.0M | 0.04% | Share |
| 15 | Mattern Wealth Management LLC | 531,074 | $25.6M | 4.92% | Share |
| 16 | Austin Wealth Management, LLC | 521,202 | $25.2M | 3.72% | Share |
| 17 | Savant Capital, LLC | 523,582 | $25.0M | 0.14% | Share |
| 18 | RAM Investment Partners, LLC | 509,229 | $24.5M | 4.44% | Share |
| 19 | Waterford Advisors, LLC | 527,277 | $23.8M | 9.31% | Share |
| 20 | LPL Financial LLC | 478,820 | $23.0M | 0.01% | Share |
| 21 | ASPIRIANT, LLC | 400,076 | $19.3M | 0.55% | Share |
| 22 | HFM Investment Advisors, LLC | 366,733 | $17.7M | 6.91% | Share |
| 23 | Graves Light Lenhart Wealth, Inc. | 361,930 | $17.4M | 1.85% | Share |
| 24 | BANK OF AMERICA CORP /DE/ | 353,870 | $17.0M | 0.00% | Share |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 344,947 | $16.6M | 0.02% | Share |
| 26 | ASSETMARK, INC | 341,608 | $16.5M | 0.03% | Share |
| 27 | Symmetry Partners, LLC | 333,772 | $16.1M | 0.95% | Share |
| 28 | Yardley Wealth Management LLC | 302,487 | $14.6M | 7.74% | Share |
| 29 | Resonant Capital Advisors, LLC | 286,265 | $13.8M | 0.76% | Share |
| 30 | Vestment Financial LLC | 284,600 | $13.8M | 7.15% | Share |
| 31 | Strathmore Capital Advisors, Inc. | 289,075 | $13.0M | 4.26% | Share |
| 32 | Wheelhouse Advisory Group LLC | 226,824 | $10.9M | 4.16% | Share |
| 33 | DOPKINS WEALTH MANAGEMENT, LLC | 219,344 | $10.6M | 4.32% | Share |
| 34 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 209,523 | $10.1M | 0.15% | Share |
| 35 | ENTREWEALTH, LLC | 202,926 | $9.9M | 4.45% | Share |
| 36 | Vested Financial Planning, LLC | 204,324 | $9.8M | 7.58% | Share |
| 37 | 25 LLC | 202,601 | $9.8M | 3.10% | Share |
| 38 | Brady Martz Wealth Solutions, LLC | 199,139 | $9.6M | 1.69% | Share |
| 39 | West Financial Advisors, LLC | 189,836 | $9.1M | 1.54% | Share |
| 40 | Integrated Wealth Concepts LLC | 190,663 | $9.0M | 0.11% | Share |
| 41 | Porter White Investment Advisors, Inc. | 168,955 | $8.1M | 3.34% | Share |
| 42 | Citrine Capital LLC | 166,538 | $8.0M | 3.72% | Share |
| 43 | Compass Financial Group, Inc. | 166,430 | $8.0M | 3.54% | Share |
| 44 | Plancorp, LLC | 175,192 | $8.0M | 0.24% | Share |
| 45 | Guardian Wealth Management, LLC | 148,396 | $7.1M | 2.27% | Share |
| 46 | MARYLAND CAPITAL ADVISORS INC. | 147,095 | $7.1M | 2.40% | Share |
| 47 | Core Wealth Management, Inc. | 137,744 | $6.6M | 2.07% | Share |
| 48 | VESTIA PERSONAL WEALTH ADVISORS | 137,023 | $6.6M | 3.37% | Share |
| 49 | Allworth Financial LP | 130,352 | $6.3M | 0.03% | Share |
| 50 | United Wealth Management, LLC | 128,778 | $6.2M | 1.60% | Share |