Dimensional National Muni BDDFNMETF
13F holders, Q1 2024 (March 31)163holders
$48.08avg. 13F price*
At the end of Q1 2024, 163 institutions reported holding Dimensional National Muni BD (DFNM) in their 13F filings. The largest holders were Truepoint, Inc. ($128.1M), Foster Group, Inc. ($60.4M) and GeoWealth Management, LLC ($44.8M).
- Company
- Dimensional National Muni BD
- CUSIP
- 25434V849
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $50.8M |
| Exits | 11 | $6.7M |
Ownership 163 holders
| Truepoint, Inc. | 3.64% | Add +12.1% | 2,663,215 | $128.1M |
| Foster Group, Inc. | 3.00% | Add +1197.6% | 1,256,885 | $60.4M |
| GeoWealth Management, LLC | 1.73% | New | 931,864 | $44.8M |
| Buckingham Strategic Wealth, LLC | 0.47% | Add +30.9% | 923,790 | $44.4M |
| Beaird Harris Wealth Management, LLC | 3.94% | Reduce -1.6% | 841,191 | $40.5M |
| Pathstone Holdings, LLC | 0.17% | Add +1.0% | 734,440 | $35.3M |
| MBL Wealth, LLC | 3.77% | Add +5.8% | 689,738 | $33.2M |
| Sequoia Financial Advisors, LLC | 0.38% | Reduce -16.6% | 633,640 | $30.5M |
| Commonwealth Equity Services, LLC | 0.05% | Add +5.2% | 584,359 | $28.1M |
| Rather & Kittrell, Inc. | 7.43% | Add +18.7% | 517,023 | $24.9M |
| Austin Wealth Management, LLC | 6.08% | Add +5.1% | 515,775 | $24.6M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +371.2% | 472,530 | $22.7M |
| Graves Light Lenhart Wealth, Inc. | 2.47% | Add +10.7% | 442,498 | $21.3M |
| RAM Investment Partners, LLC | 4.87% | Add +1.9% | 321,814 | $15.5M |
| PBMares Wealth Management LLC | 3.91% | Add +9.8% | 312,048 | $15.0M |
| Apella Capital, LLC | 0.66% | Add +5.1% | 272,127 | $13.0M |
| Mattern Wealth Management LLC | 3.15% | Add +11.5% | 268,988 | $12.9M |
| Assetmark, Inc. | 0.04% | Add +7.4% | 260,197 | $12.5M |
| Asset Planning Corporation | 8.80% | Add +1.4% | 250,661 | $12.1M |
| LPL Financial LLC | 0.01% | Add +9.0% | 242,980 | $11.7M |
| Confluence Investment Management LLC | 0.15% | Reduce -0.3% | 230,287 | $11.1M |
| Integrated Wealth Concepts LLC | 0.14% | Reduce -1.8% | 205,207 | $9.9M |
| HighTower Advisors, LLC | 0.02% | Add +916.1% | 202,299 | $9.7M |
| Collective Family Office LLC | 2.96% | Add +2.7% | 189,543 | $9.1M |
| Compass Financial Group, Inc. | 4.82% | Reduce -0.5% | 188,083 | $9.0M |
| Resonant Capital Advisors, LLC | 0.73% | No change | 178,573 | $8.6M |
| Maryland Capital Advisors Inc. | 5.32% | Add +0.1% | 178,201 | $8.6M |
| West Financial Advisors, LLC | 1.73% | Add +0.9% | 167,996 | $8.1M |
| Corient Private Wealth LP | 0.01% | Add +2.6% | 129,070 | $6.2M |
| Mills Wealth Advisors LLC | 4.27% | Reduce -48.7% | 121,009 | $5.8M |
| Evanson Asset Management, LLC | 0.37% | Add +42.6% | 103,070 | $5.0M |
| Stifel Financial Corp. | 0.01% | Reduce -0.3% | 99,789 | $4.8M |
| Legacy Financial Group, Inc. | 1.85% | Add +0.4% | 97,987 | $4.7M |
| Bank of America Corp. | 0.00% | Add +50.0% | 93,210 | $4.5M |
| Core Wealth Management, Inc. | 1.94% | Add +21.9% | 92,793 | $4.5M |
| Porter White Investment Advisors, Inc. | 2.37% | Add +1.0% | 92,545 | $4.5M |
| RW Investment Management LLC | 0.62% | Add +0.6% | 92,045 | $4.4M |
| Savant Capital, LLC | 0.05% | Reduce -27.1% | 91,295 | $4.4M |
| Wescott Financial Advisory Group, LLC | 0.54% | Reduce -2.4% | 91,040 | $4.4M |
| JPMorgan Chase & Co. | 0.00% | Add +20.5% | 86,657 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.5% | 86,110 | $4.1M |
| Modera Wealth Management, LLC | 0.06% | Reduce -0.6% | 82,230 | $4.0M |
| American Investment Services, Inc. | 0.69% | Add +8.4% | 81,473 | $3.9M |
| Jane Street Group, LLC | 0.00% | New | 78,554 | $3.8M |
| Verus Financial Partners, Inc. | 0.43% | Add +4.9% | 77,211 | $3.7M |
| Waverly Advisors, LLC | 0.09% | Reduce -3.0% | 75,635 | $3.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -5.8% | 74,011 | $3.6M |
| GEM Asset Management, LLC | 2.36% | Reduce -3.9% | 73,565 | $3.5M |
| FF Advisors,LLC | 2.39% | No change | 71,775 | $3.5M |
| Allworth Financial LP | 0.02% | Reduce -3.1% | 70,790 | $3.4M |
| Mather Group, Llc. | 0.05% | No change | 66,015 | $3.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.37% | Reduce -38.6% | 65,134 | $3.1M |
| Phillips Financial Management, LLC | 0.24% | Add +6.1% | 61,310 | $2.9M |
| US Bancorp \de | 0.00% | Reduce -11.1% | 58,124 | $2.8M |
| Relative Value Partners Group, LLC | 0.16% | Add +0.0% | 51,369 | $2.5M |
| Sax Wealth Advisors, LLC | 0.29% | Add +143.0% | 51,029 | $2.5M |
| Sage Rhino Capital LLC | 0.57% | Add +3.6% | 50,349 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +518.9% | 50,228 | $2.4M |
| Landmark Wealth Management, LLC | 1.07% | Add +4.8% | 48,015 | $2.3M |
| Liberty Capital Management, Inc. | 0.56% | Reduce -1.5% | 47,167 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +6.8% | 42,991 | $2.1M |
| Aspen Wealth Management LLC | 0.79% | Reduce -13.3% | 42,409 | $2.0M |
| Integrity Wealth Solutions LLC | 1.32% | Reduce -4.0% | 42,086 | $2.0M |
| Lincoln National Corp. | 0.03% | Add +8.7% | 40,844 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -13.9% | 40,139 | $1.9M |
| DiNuzzo Private Wealth, Inc. | 0.26% | Add +1.3% | 39,907 | $1.9M |
| Elevate Wealth Advisory, Inc. | 1.66% | Add +24.9% | 39,717 | $1.9M |
| Baker Avenue Asset Management, LP | 0.06% | Reduce -6.5% | 34,376 | $1.7M |
| North Ridge Wealth Advisors, Inc. | 1.28% | Add +1.1% | 34,358 | $1.7M |
| Blume Capital Management, Inc. | 0.39% | Reduce -4.6% | 33,522 | $1.6M |
| Park Avenue Securities LLC | 0.02% | Add +12.7% | 33,242 | $1.6M |
| Forum Financial Management, LP | 0.03% | Add +0.1% | 32,514 | $1.6M |
| Shearwater Capital LLC | 1.12% | Add +3.5% | 31,604 | $1.5M |
| Texas Capital Bank Wealth Management Services Inc | 0.17% | Add +127.1% | 31,410 | $1.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.24% | Reduce -0.2% | 31,207 | $1.5M |
| CPA Asset Management Group, LLC | 0.72% | Add +166.4% | 26,858 | $1.3M |
| Physician Wealth Solutions Inc. | 1.06% | Reduce -3.6% | 26,338 | $1.3M |
| Eldridge Investment Advisors, Inc. | 0.32% | Reduce -2.6% | 26,121 | $1.3M |
| One Degree Advisors Inc | 0.60% | Reduce -1.7% | 25,145 | $1.2M |
| Websterrogers Financial Advisors, LLC | 0.41% | Add +108.8% | 24,200 | $1.2M |
| Oceanside Advisors LLC | 0.93% | Reduce -8.2% | 23,321 | $1.1M |
| White Wing Wealth Management | 0.92% | Add +33.1% | 23,054 | $1.1M |
| Safeguard Investment Advisory Group, LLC | 0.37% | Add +16.8% | 22,574 | $1.1M |
| Investmark Advisory Group LLC | 0.57% | Add +1.8% | 21,519 | $1.0M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -11.0% | 21,065 | $1.0M |
| Main Street Financial Solutions, LLC | 0.11% | Reduce -0.0% | 20,664 | $994K |
| Hiley Hunt Wealth Management | 0.63% | Reduce -23.1% | 20,115 | $967K |
| Heritage Wealth Management, Inc. | 0.95% | Add +25.2% | 19,902 | $957K |
| Roberts Glore & Co. Inc. | 0.28% | No change | 19,600 | $943K |
| Pure Financial Advisors, LLC | 0.03% | Add +0.4% | 19,006 | $914K |
| Soundmark Wealth Management, LLC | 0.40% | Add +0.4% | 18,563 | $893K |
| PrairieView Partners, LLC | 0.10% | Add +2.0% | 17,399 | $837K |
| Disciplined Investments, LLC | 0.44% | No change | 16,767 | $806K |
| Five Oceans Advisors | 0.39% | No change | 15,722 | $756K |
| Wealthspan Partners, LLC | 0.43% | Add +11.5% | 15,034 | $723K |
| Quarry Hill Advisors, LLC | 0.52% | Reduce -5.6% | 14,752 | $709K |
| Spinnaker Investment Group, LLC | 0.19% | Add +41.7% | 14,431 | $694K |
| McCarthy & Cox | 0.26% | — | 14,077 | $677K |
| MML Investors Services, LLC | 0.00% | Add +198.1% | 13,080 | $629K |
| Western Wealth Management, LLC | 0.05% | Add +7.4% | 12,990 | $625K |
"% of holder's portfolio" is DFNM's weight in each manager's 13F, not the share of Dimensional National Muni BD the manager owns.