Dimensional National Muni BDDFNMETF
13F holders, Q2 2026 (June 30)294holders +18
23new positions
8sold out
$48.38avg. 13F price*
At the end of Q2 2026, 294 institutions reported holding Dimensional National Muni BD (DFNM) in their 13F filings, up 18 from Q1 2026. 23 opened new positions and 8 sold out. The largest holders were Focus Partners Wealth ($245.0M), Truepoint, Inc. ($155.2M) and Focus Partners Advisor Solutions, LLC ($79.6M).
- Company
- Dimensional National Muni BD
- CUSIP
- 25434V849
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $11.8M |
| Exits | 8 | $3.7M |
All 13F filers, Q1 2026 → Q2 2026: 4,211,604 shares bought and 802,863 shares sold, net +3,408,741 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 294 holders
| Focus Partners Wealth | 0.25% | Add +20.1% | 5,069,659 | $245.0M |
| Truepoint, Inc. | 3.24% | Add +3.8% | 3,211,719 | $155.2M |
| Focus Partners Advisor Solutions, LLC | 0.67% | Add +36.9% | 1,646,788 | $79.6M |
| Apella Capital, LLC | 1.09% | Add +20.5% | 1,590,906 | $76.8M |
| Foster Group, Inc. | 1.91% | Add +1.6% | 1,483,405 | $71.7M |
| Symmetry Partners, LLC | 3.17% | Reduce -2.4% | 1,285,613 | $62.1M |
| GeoWealth Management, LLC | 1.60% | Add +19.8% | 1,055,345 | $51.0M |
| Rather & Kittrell, Inc. | 6.34% | Add +5.0% | 939,121 | $45.4M |
| Sequoia Financial Advisors, LLC | 0.22% | Add +1.8% | 896,162 | $43.3M |
| Pathstone Holdings, LLC | 0.11% | Add +2.6% | 808,791 | $39.1M |
| Beaird Harris Wealth Management, LLC | 2.41% | Add +0.1% | 796,384 | $38.5M |
| MBL Wealth, LLC | 2.57% | Add +5.0% | 776,501 | $37.5M |
| Awm Capital, LLC | 2.81% | Add +0.9% | 725,052 | $35.0M |
| Commonwealth Equity Services, LLC | 0.04% | Add +2.9% | 672,029 | $32.5M |
| Waterford Advisors, LLC | 7.85% | Add +1.7% | 545,339 | $28.8M |
| RAM Investment Partners, LLC | 4.51% | Add +13.0% | 583,595 | $28.2M |
| LPL Financial LLC | 0.01% | Add +11.6% | 578,747 | $28.0M |
| Graves Light Lenhart Wealth, Inc. | 2.51% | Add +15.3% | 556,651 | $26.9M |
| Mattern Wealth Management LLC | 4.35% | Add +3.5% | 548,877 | $26.5M |
| Bank of America Corp. | 0.00% | Add +15.0% | 481,181 | $23.3M |
| Aspiriant, LLC | 0.52% | Add +0.9% | 432,596 | $20.9M |
| HFM Investment Advisors, LLC | 7.27% | Add +19.7% | 428,712 | $20.7M |
| Savant Capital, LLC | 0.05% | Add +21.0% | 376,015 | $18.2M |
| Austin Wealth Management, LLC | 3.71% | Add +11.5% | 364,914 | $17.5M |
| Vestment Financial LLC | 7.61% | Add +9.8% | 351,964 | $17.0M |
| Assetmark, Inc. | 0.03% | Add +5.4% | 350,598 | $16.9M |
| Yardley Wealth Management LLC | 7.21% | Add +2.4% | 328,185 | $15.9M |
| Wheelhouse Advisory Group LLC | 4.34% | Add +14.9% | 318,359 | $15.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -50.8% | 290,185 | $14.0M |
| Resonant Capital Advisors, LLC | 0.65% | Add +3.9% | 280,894 | $13.6M |
| Brady Martz Wealth Solutions, LLC | 1.99% | Add +10.2% | 272,899 | $13.2M |
| Strathmore Capital Advisors, Inc. | 3.30% | Reduce -5.7% | 255,575 | $12.2M |
| Dopkins Wealth Management, LLC | 4.35% | Add +3.1% | 247,398 | $12.0M |
| Vested Financial Planning, LLC | 7.96% | Add +20.9% | 245,079 | $11.8M |
| Allworth Financial LP | 0.05% | Add +4.4% | 237,528 | $11.5M |
| Entrewealth, LLC | 4.13% | Add +9.2% | 233,430 | $11.2M |
| Osaic Holdings, Inc. | 0.01% | Add +273.2% | 230,567 | $11.1M |
| West Financial Advisors, LLC | 1.58% | Add +6.8% | 215,661 | $10.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +1.9% | 212,330 | $10.2M |
| 55 North Private Wealth, LLC | 2.01% | Add +78.4% | 211,718 | $10.2M |
| Integrated Wealth Concepts LLC | 0.07% | Add +1.0% | 206,692 | $10.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +46.8% | 203,458 | $9.8M |
| Plancorp, LLC | 0.24% | Add +14.8% | 201,949 | $9.7M |
| Citrine Capital LLC | 3.59% | Add +4.2% | 200,893 | $9.7M |
| Guardian Wealth Management, LLC | 2.68% | Add +6.0% | 198,012 | $9.6M |
| 25 LLC | 2.59% | Reduce -6.1% | 195,416 | $9.4M |
| Confluence Investment Management LLC | 0.14% | Reduce -7.7% | 189,628 | $9.2M |
| Outbound Financial Inc | 5.90% | Add +12.2% | 188,504 | $9.1M |
| Vestia Personal Wealth Advisors | 3.36% | Add +20.6% | 178,237 | $8.6M |
| Porter White Investment Advisors, Inc. | 3.29% | Add +3.9% | 176,591 | $8.5M |
| Forza Wealth Management, LLC | 2.58% | Add +78.7% | 174,200 | $8.4M |
| Compass Financial Group, Inc. | 3.36% | Reduce -0.5% | 164,506 | $8.0M |
| RW Investment Management LLC | 0.70% | Reduce -1.0% | 164,205 | $7.9M |
| Mills Wealth Advisors LLC | 2.50% | Add +26.4% | 164,031 | $7.9M |
| Concurrent Investment Advisors, LLC | 0.07% | Reduce -15.4% | 162,601 | $7.9M |
| JPMorgan Chase & Co. | 0.00% | Add +13.1% | 153,321 | $7.4M |
| Optimus Capital Advisors, LLC | 3.95% | Add +0.7% | 152,320 | $7.4M |
| Core Wealth Management, Inc. | 2.05% | Add +8.9% | 150,593 | $7.3M |
| Maryland Capital Advisors Inc. | 2.31% | — | 149,261 | $7.2M |
| United Wealth Management, LLC | 1.50% | Add +3.8% | 138,321 | $6.7M |
| Collective Family Office LLC | 1.20% | Add +4.6% | 121,903 | $5.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +35.0% | 119,155 | $5.8M |
| Kings Path Partners LLC | 1.52% | Add +360.7% | 118,323 | $5.7M |
| Johnson Wealth Management, LLC | 2.39% | Add +1.1% | 116,659 | $5.6M |
| BCO Wealth Management LLC | 2.96% | Add +3.6% | 112,137 | $5.4M |
| Verus Financial Partners, Inc. | 0.45% | Add +13.1% | 108,310 | $5.2M |
| Root Financial Partners, LLC | 0.20% | Add +40.0% | 107,262 | $5.2M |
| Tillman Hartley LLC | 1.15% | Add +4.1% | 106,022 | $5.1M |
| Sentinel Wealth Management, Inc. | 3.50% | Reduce -0.2% | 102,659 | $5.0M |
| Mainsail Asset Management, LLC | 1.93% | Add +0.7% | 102,190 | $4.9M |
| American Investment Services, Inc. | 1.01% | Add +0.5% | 98,541 | $4.8M |
| Elequin Capital, LP | 0.76% | New | 91,480 | $4.4M |
| DiNuzzo Private Wealth, Inc. | 0.42% | Add +2.5% | 88,249 | $4.3M |
| Corient Private Wealth LP | 0.01% | Add +0.1% | 81,865 | $4.0M |
| Washington Trust Advisors, Inc. | 0.29% | Reduce -1.5% | 80,864 | $3.9M |
| Aurelius Family Office LLC | 1.54% | Add +16.0% | 80,663 | $3.9M |
| Wescott Financial Advisory Group, LLC | 0.30% | Reduce -1.2% | 79,330 | $3.8M |
| Vise Technologies, Inc. | 0.04% | Add +94.0% | 77,713 | $3.8M |
| Stifel Financial Corp. | 0.00% | Reduce -7.1% | 77,050 | $3.7M |
| MB Generational Wealth, LLC | 1.80% | Add +33.7% | 75,937 | $3.7M |
| Private Advisor Group, LLC | 0.02% | Add +27.6% | 75,612 | $3.7M |
| Quarry Hill Advisors, LLC | 1.40% | Add +10.6% | 75,101 | $3.6M |
| Aspen Wealth Management LLC | 0.62% | Reduce -28.1% | 75,033 | $3.6M |
| Vermillion Wealth Management, Inc. | 0.85% | Add +6.6% | 73,634 | $3.6M |
| Scratch Capital LLC | 1.69% | Reduce -4.2% | 70,456 | $3.4M |
| Baker Avenue Asset Management, LP | 0.06% | Add +9.5% | 69,540 | $3.4M |
| Modera Wealth Management, LLC | 0.04% | Reduce -2.4% | 69,130 | $3.3M |
| BWM Planning, LLC | 0.77% | Add +14.6% | 68,662 | $3.3M |
| Truist Financial Corp. | 0.00% | Add +2.1% | 68,393 | $3.3M |
| E-Wealth Partners, LLC | 2.35% | Reduce -30.9% | 67,295 | $3.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.15% | Reduce -8.1% | 64,324 | $3.1M |
| Jackson Thornton Wealth Management, LLC | 0.24% | Add +48.9% | 63,109 | $3.1M |
| Summit Wealth Group, LLC | 0.61% | Reduce -4.6% | 61,832 | $3.0M |
| Note Advisors, LLC | 1.29% | Add +6.5% | 61,502 | $3.0M |
| Tassel Capital Management, Inc. | 1.38% | Reduce -1.8% | 61,178 | $3.0M |
| Tandemgrowth Financial Advisors LLC | 2.41% | Reduce -1.5% | 61,130 | $3.0M |
| GEM Asset Management, LLC | 1.16% | Reduce -0.3% | 60,859 | $2.9M |
| Platform Wealth Management, LLC | 1.01% | — | 57,058 | $2.8M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +17.6% | 56,893 | $2.7M |
| Park Avenue Securities LLC | 0.02% | Add +23.4% | 56,114 | $2.7M |
"% of holder's portfolio" is DFNM's weight in each manager's 13F, not the share of Dimensional National Muni BD the manager owns.