Who Owns DFNM?
Dimensional - National Municipal Bond ETF — Institutional Ownership & 13F Holdings
$48.22
-0.01 (-0.01%)
Market Cap
$2.1B
Shares Outstanding
42,645,854
Institutional Holders
232
Total Inst. Value
$1.1B
% of Float Held
—
QoQ Holder Change
+130
Institutional data as of Q1 2025
New Positions
77
Closed Positions
16
Increased
72
Decreased
58
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Truepoint, Inc. | $130.1M | 2,735,267 |
| 2 | Focus Partners Wealth | $95.2M | 2,001,930 |
| 3 | Foster Group, Inc. | $52.5M | 1,104,373 |
| 4 | GeoWealth Management, LLC | $41.8M | 879,000 |
| 5 | Beaird Harris Wealth Management, LLC | $38.2M | 803,070 |
| 6 | Rather & Kittrell, Inc. | $36.5M | 767,756 |
| 7 | Focus Partners Advisor Solutions, LLC | $36.5M | 767,754 |
| 8 | Sequoia Financial Advisors, LLC | $35.4M | 744,689 |
| 9 | Austin Wealth Management, LLC | $30.2M | 642,423 |
| 10 | Apella Capital, LLC | $30.2M | 643,483 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Truepoint, Inc. | +35K | $130.1M |
| Focus Partners Wealth | +73K | $95.2M |
| Rather & Kittrell, Inc. | +70K | $36.5M |
| Focus Partners Advisor Solutions, LLC | +299K | $36.5M |
| Sequoia Financial Advisors, LLC | +131K | $35.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | -3.9M | $3.6M |
| GeoWealth Management, LLC | -128K | $41.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -69K | $20.0M |
| AWM CAPITAL, LLC | -55K | $16.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | -47K | $28K |
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Frequently Asked Questions
How many institutional investors hold DFNM?
As of Q1 2025, 232 institutional investors report holding DFNM (Dimensional - National Municipal Bond ETF) in their 13F filings.
Which hedge fund owns the most DFNM?
The largest institutional holder of DFNM is Truepoint, Inc. with $130.1M in shares.
Are institutions buying or selling DFNM?
This quarter, 77 institutions opened new positions in DFNM and 16 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.