Who owns DFNM?
Dimensional National Municipal Bond ETF · Dimensional
294 institutions reported holding DFNM, worth $2.0B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DFNM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Focus Partners Wealth | St Louis, MO | $245.0M | 5,069,659 | +847,779 shares |
| Truepoint, Inc. | Cincinnati, OH | $155.2M | 3,211,719 | +116,005 shares |
| Focus Partners Advisor Solutions, LLC | Saint Louis, MO | $79.6M | 1,646,788 | +443,437 shares |
| Apella Capital, LLC | West Hartford, CT | $76.8M | 1,590,906 | +270,730 shares |
| Foster Group, Inc. | West Des Moines, IA | $71.7M | 1,483,405 | +23,179 shares |
| Symmetry Partners, LLC | Glastonbury, CT | $62.1M | 1,285,613 | −31,726 shares |
| GeoWealth Management, LLC | Chicago, IL | $51.0M | 1,055,345 | +174,263 shares |
| Rather & Kittrell, Inc. | Knoxville, TN | $45.4M | 939,121 | +44,948 shares |
| Sequoia Financial Advisors, LLC | Akron, OH | $43.3M | 896,162 | +16,137 shares |
| Pathstone Holdings, LLC | Englewood, NJ | $39.1M | 808,791 | +20,548 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DFNM?
294 institutional managers reported holding DFNM in Form 13F filings for June 30, 2026, worth $2.0B in total. The largest reported position was held by Focus Partners Wealth, at $245.0M.
Did institutions buy or sell DFNM last quarter?
Reported 13F value rose 12.8% from March 31, 2026, which includes price moves as well as buying and selling. 33 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DFNM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.