Dimensional National Muni BDDFNMETF
13F holders, Q2 2024 (June 30)170holders +7
20new positions
14sold out
$47.78avg. 13F price*
At the end of Q2 2024, 170 institutions reported holding Dimensional National Muni BD (DFNM) in their 13F filings, up 7 from Q1 2024. 20 opened new positions and 14 sold out. The largest holders were Truepoint, Inc. ($123.8M), Foster Group, Inc. ($58.3M) and Buckingham Strategic Wealth, LLC ($57.1M).
- Company
- Dimensional National Muni BD
- CUSIP
- 25434V849
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $8.6M |
| Exits | 14 | $11.3M |
All 13F filers, Q1 2024 → Q2 2024: 1,267,189 shares bought and 711,361 shares sold, net +555,828 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 170 holders
| Truepoint, Inc. | 3.53% | Reduce -2.7% | 2,590,947 | $123.8M |
| Foster Group, Inc. | 2.29% | Reduce -3.0% | 1,219,501 | $58.3M |
| Buckingham Strategic Wealth, LLC | 0.59% | Add +29.5% | 1,196,198 | $57.1M |
| GeoWealth Management, LLC | 1.84% | Reduce -5.1% | 884,605 | $42.3M |
| Beaird Harris Wealth Management, LLC | 3.81% | Add +0.8% | 847,601 | $40.5M |
| Pathstone Holdings, LLC | 0.16% | Reduce -0.9% | 728,068 | $34.8M |
| MBL Wealth, LLC | 3.74% | Add +1.3% | 698,473 | $33.4M |
| Commonwealth Equity Services, LLC | 0.05% | Add +3.0% | 601,798 | $28.7M |
| Sequoia Financial Advisors, LLC | 0.34% | Reduce -6.5% | 592,414 | $28.3M |
| Rather & Kittrell, Inc. | 7.63% | Add +12.2% | 580,239 | $27.7M |
| Austin Wealth Management, LLC | 6.35% | Add +9.4% | 564,237 | $27.1M |
| Graves Light Lenhart Wealth, Inc. | 2.62% | Add +8.7% | 481,054 | $22.9M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +0.8% | 476,417 | $22.8M |
| Apella Capital, LLC | 0.92% | Add +58.1% | 430,157 | $20.6M |
| PBMares Wealth Management LLC | 4.18% | Add +14.1% | 356,127 | $17.0M |
| RAM Investment Partners, LLC | 4.80% | Add +7.7% | 346,512 | $16.6M |
| Assetmark, Inc. | 0.04% | Add +12.3% | 292,290 | $14.0M |
| Mattern Wealth Management LLC | 3.08% | Reduce -0.4% | 267,924 | $12.8M |
| LPL Financial LLC | 0.01% | Add +2.6% | 249,403 | $11.9M |
| Asset Planning Corporation | 8.70% | Reduce -2.9% | 243,449 | $11.6M |
| Confluence Investment Management LLC | 0.16% | Reduce -0.3% | 229,615 | $11.0M |
| HighTower Advisors, LLC | 0.02% | Add +9.2% | 220,992 | $10.6M |
| Compass Financial Group, Inc. | 4.47% | Reduce -0.3% | 187,507 | $9.0M |
| Maryland Capital Advisors Inc. | 4.73% | Add +3.2% | 183,926 | $8.8M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -10.4% | 183,853 | $8.8M |
| West Financial Advisors, LLC | 1.75% | Add +5.3% | 176,932 | $8.5M |
| Collective Family Office LLC | 2.40% | Reduce -9.8% | 171,058 | $8.2M |
| Resonant Capital Advisors, LLC | 0.63% | Reduce -8.8% | 162,867 | $7.8M |
| Bank of America Corp. | 0.00% | Add +52.0% | 141,643 | $6.8M |
| Corient Private Wealth LP | 0.01% | Add +0.4% | 129,610 | $6.2M |
| Mills Wealth Advisors LLC | 3.49% | Reduce -15.6% | 102,087 | $4.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +17.2% | 100,954 | $4.8M |
| Evanson Asset Management, LLC | 0.35% | Reduce -3.6% | 99,393 | $4.7M |
| Stifel Financial Corp. | 0.01% | Reduce -2.2% | 97,636 | $4.7M |
| Legacy Financial Group, Inc. | 1.76% | Reduce -0.5% | 97,457 | $4.7M |
| Allworth Financial LP | 0.03% | Add +36.0% | 96,298 | $4.6M |
| American Investment Services, Inc. | 0.81% | Add +17.4% | 95,667 | $4.6M |
| Porter White Investment Advisors, Inc. | 2.45% | Add +3.4% | 95,660 | $4.6M |
| RW Investment Management LLC | 0.60% | Add +1.3% | 93,216 | $4.5M |
| Sax Wealth Advisors, LLC | 0.42% | Add +80.5% | 92,084 | $4.4M |
| JPMorgan Chase & Co. | 0.00% | Add +5.2% | 91,198 | $4.4M |
| Wescott Financial Advisory Group, LLC | 0.50% | Reduce -0.4% | 90,664 | $4.3M |
| Core Wealth Management, Inc. | 1.66% | Reduce -7.4% | 85,899 | $4.1M |
| Modera Wealth Management, LLC | 0.06% | Add +0.5% | 82,641 | $3.9M |
| Verus Financial Partners, Inc. | 0.43% | Add +1.0% | 77,997 | $3.7M |
| GEM Asset Management, LLC | 2.19% | Add +0.1% | 73,677 | $3.5M |
| Waverly Advisors, LLC | 0.07% | Reduce -2.9% | 73,423 | $3.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.38% | Add +10.6% | 72,056 | $3.4M |
| FF Advisors,LLC | 2.41% | No change | 71,775 | $3.4M |
| Mather Group, Llc. | 0.04% | Reduce -3.3% | 63,825 | $3.1M |
| Lido Advisors, LLC | 0.02% | New | 61,500 | $2.9M |
| Phillips Financial Management, LLC | 0.24% | Reduce -1.9% | 60,141 | $2.9M |
| US Bancorp \de | 0.00% | No change | 58,124 | $2.8M |
| Vestia Personal Wealth Advisors | 2.66% | — | 52,195 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Add +381.4% | 50,697 | $2.4M |
| Landmark Wealth Management, LLC | 1.72% | Reduce -4.0% | 46,071 | $2.2M |
| Aspen Wealth Management LLC | 0.76% | Add +7.9% | 45,746 | $2.2M |
| Liberty Capital Management, Inc. | 0.52% | Reduce -3.2% | 45,661 | $2.2M |
| Park Avenue Securities LLC | 0.03% | Add +33.7% | 44,455 | $2.1M |
| Truist Financial Corp. | 0.00% | Add +3.3% | 44,402 | $2.1M |
| DiNuzzo Private Wealth, Inc. | 0.28% | Add +9.3% | 43,607 | $2.1M |
| Savant Capital, LLC | 0.02% | Reduce -53.5% | 42,411 | $2.0M |
| North Ridge Wealth Advisors, Inc. | 1.47% | Add +17.9% | 40,526 | $1.9M |
| Elevate Wealth Advisory, Inc. | 1.56% | Add +1.6% | 40,345 | $1.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.28% | Add +28.3% | 40,052 | $1.9M |
| OneDigital Investment Advisors LLC | 0.02% | Add +87.1% | 39,412 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Reduce -4.2% | 38,454 | $1.8M |
| Integrity Wealth Solutions LLC | 1.18% | Reduce -9.8% | 37,960 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -53.8% | 34,229 | $1.6M |
| Shearwater Capital LLC | 1.20% | Add +7.9% | 34,108 | $1.6M |
| Baker Avenue Asset Management, LP | 0.05% | Reduce -2.2% | 33,615 | $1.6M |
| Blume Capital Management, Inc. | 0.39% | No change | 33,522 | $1.6M |
| Texas Capital Bank Wealth Management Services Inc | 0.16% | No change | 31,410 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.04% | New | 31,070 | $1.5M |
| Sage Rhino Capital LLC | 0.35% | Reduce -39.2% | 30,600 | $1.5M |
| One Degree Advisors Inc | 0.69% | Add +19.8% | 30,121 | $1.4M |
| Strategic Investment Solutions, Inc. | 0.45% | — | 29,162 | $1.4M |
| PrairieView Partners, LLC | 0.15% | Add +63.5% | 28,449 | $1.4M |
| White Wing Wealth Management | 1.04% | Add +18.6% | 27,331 | $1.3M |
| CPA Asset Management Group, LLC | 0.70% | Add +1.4% | 27,234 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -47.4% | 26,405 | $1.3M |
| Physician Wealth Solutions Inc. | 0.88% | Reduce -1.7% | 25,896 | $1.2M |
| Hiley Hunt Wealth Management | 0.75% | Add +27.1% | 25,561 | $1.2M |
| Oceanside Advisors LLC | 0.90% | Reduce -0.1% | 23,300 | $1.1M |
| WPWealth LLP | 0.26% | Add +106.2% | 22,541 | $1.1M |
| Safeguard Investment Advisory Group, LLC | 0.33% | Reduce -0.5% | 22,459 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.27% | Reduce -15.5% | 22,080 | $1.1M |
| Investmark Advisory Group LLC | 0.55% | Add +1.0% | 21,728 | $1.0M |
| Roberts Glore & Co. Inc. | 0.31% | Add +10.2% | 21,600 | $1.0M |
| Websterrogers Financial Advisors, LLC | 0.36% | Reduce -13.1% | 21,040 | $1.0M |
| Main Street Financial Solutions, LLC | 0.09% | Add +0.7% | 20,807 | $994K |
| Quarry Hill Advisors, LLC | 0.66% | Add +40.3% | 20,695 | $989K |
| Heritage Wealth Management, Inc. | 0.94% | Add +2.1% | 20,329 | $971K |
| Pure Financial Advisors, LLC | 0.03% | Add +0.6% | 19,118 | $913K |
| Disciplined Investments, LLC | 0.43% | No change | 16,767 | $801K |
| MML Investors Services, LLC | 0.00% | Add +21.0% | 15,827 | $756K |
| Five Oceans Advisors | 0.39% | No change | 15,722 | $751K |
| 25 LLC | 0.35% | Add +27.3% | 15,356 | $734K |
| Spinnaker Investment Group, LLC | 0.19% | Add +2.1% | 14,740 | $704K |
| Western Wealth Management, LLC | 0.05% | Add +2.7% | 13,337 | $637K |
| Jackson Thornton Wealth Management, LLC | 0.10% | New | 13,205 | $631K |
| Burton Enright Welch | 0.13% | Add +0.4% | 12,234 | $584K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +0.2% | 11,649 | $556K |
| Wealthstream Advisors, Inc. | 0.20% | Add +6.7% | 11,624 | $555K |
| Triune Financial Partners, LLC | 0.18% | Add +0.7% | 11,213 | $536K |
| Ruedi Wealth Management, Inc. | 0.21% | New | 10,940 | $523K |
| Physician Wealth Advisors, Inc. | 0.09% | No change | 10,676 | $513K |
| Grunden Financial Advisory, Inc. | 0.27% | Add +0.7% | 10,678 | $510K |
| WMS Partners, LLC | 0.03% | No change | 10,505 | $502K |
| McCarthy & Cox | 0.19% | Reduce -26.1% | 10,397 | $497K |
| DecisionPoint Financial, LLC | 0.16% | No change | 10,098 | $485K |
| McIlrath & Eck, LLC | 0.07% | No change | 9,469 | $452K |
| Great Oak Capital Partners, LLC | 0.17% | New | 9,368 | $452K |
| Captrust Financial Advisors | 0.00% | Reduce -18.6% | 9,396 | $449K |
| Betterment LLC | 0.00% | Add +37.4% | 9,380 | $448K |
| Rockwood Wealth Management, LLC | 0.05% | Reduce -9.2% | 9,336 | $446K |
| Wealthspan Partners, LLC | 0.24% | Reduce -38.2% | 9,287 | $444K |
| NewEdge Advisors, LLC | 0.00% | Reduce -21.5% | 9,243 | $442K |
| LJI Wealth Management, LLC | 0.10% | Add +72.4% | 9,039 | $432K |
| Morgan Stanley | 0.00% | No change | 8,987 | $429K |
| Beta Wealth Group, Inc. | 0.20% | Add +4.8% | 8,913 | $426K |
| Rehmann Capital Advisory Group | 0.03% | No change | 8,901 | $425K |
| Firethorn Wealth Partners, LLC | 0.23% | Reduce -10.3% | 8,407 | $402K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.5% | 8,366 | $400K |
| RCS Financial Planning, LLC | 0.23% | Add +1.1% | 8,242 | $394K |
| Thrive Wealth Management, LLC | 0.07% | New | 8,002 | $382K |
| Bleakley Financial Group, LLC | 0.01% | Add +0.3% | 7,846 | $375K |
| Simplicity Wealth,LLC | 0.01% | Add +0.3% | 7,846 | $375K |
| CVA Family Office, LLC | 0.07% | Add +89.0% | 7,795 | $372K |
| Copperleaf Capital, LLC | 0.29% | Add +5.3% | 7,667 | $366K |
| Diversified Portfolios, Inc. | 0.05% | Reduce -4.8% | 7,578 | $362K |
| Family Capital Management, Inc. | 0.25% | Add +16.6% | 7,557 | $361K |
| Aspiriant, LLC | 0.01% | New | 7,486 | $358K |
| Glass Jacobson Investment Advisors llc | 0.13% | Add +8.4% | 7,395 | $353K |
| Annapolis Financial Services, LLC | 0.10% | Add +68.6% | 6,520 | $311K |
| Red Lighthouse Investment Management, LLC | 0.13% | No change | 6,377 | $305K |
| IFG Advisory, LLC | 0.02% | New | 6,328 | $302K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 6,249 | $299K |
| Colonial Trust Co / SC | 0.05% | Reduce -1.3% | 5,912 | $282K |
| Envision Financial Planning, LLC | 0.21% | Add +0.1% | 5,878 | $281K |
| KFG Wealth Management, LLC | 0.11% | No change | 5,705 | $273K |
| Creative Planning | 0.00% | No change | 5,576 | $266K |
| Sigma Planning Corp | 0.01% | Reduce -1.5% | 5,505 | $263K |
| Comerica Bank | 0.00% | No change | 5,414 | $259K |
| Seaside Wealth Management, Inc. | 0.10% | Add +0.7% | 5,127 | $245K |
| Clear Creek Financial Management, LLC | 0.03% | No change | 5,056 | $242K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -5.8% | 4,986 | $238K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 4,879 | $233K |
| Meredith Wealth Planning | 0.12% | New | 4,805 | $230K |
| Choreo, LLC | 0.00% | New | 4,607 | $220K |
| Claris Advisors, LLC / Mo / | 0.11% | New | 4,595 | $219K |
| Breakwater Capital Group | 0.05% | Reduce -16.9% | 4,477 | $214K |
| Pinnacle Financial Partners Inc | 0.00% | New | 4,263 | $204K |
| Alpha Financial Advisors, LLC | 0.10% | No change | 4,200 | $201K |
| GPS Wealth Strategies Group, LLC | 0.03% | No change | 3,705 | $177K |
| Creative Capital Management Investments LLC | 0.06% | No change | 2,630 | $126K |
| SJS Investment Consulting Inc. | 0.01% | Add +245.4% | 1,568 | $75K |
| Jones Financial Companies LLLP | 0.00% | New | 1,400 | $67K |
| City State Bank | 0.02% | New | 1,038 | $50K |
| Global Retirement Partners, LLC | 0.00% | No change | 961 | $46K |
| IFP Advisors, Inc | 0.00% | Add +10.2% | 690 | $33K |
| Aptus Capital Advisors, LLC | 0.00% | New | 602 | $29K |
| Signature Resources Capital Management, LLC | 0.02% | Reduce -29.6% | 467 | $22K |
| Parallel Advisors, LLC | 0.00% | Add +0.7% | 464 | $22K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 331 | $16K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.7% | 302 | $14K |
| Clearstead Advisors, LLC | 0.00% | No change | 87 | $4K |
| Blair William & Co. | 0.00% | Reduce -80.7% | 76 | $4K |
| Cwm, LLC | 0.00% | New | 63 | $3K |
| Belpointe Asset Management LLC | 0.00% | New | 6 | $292 |
"% of holder's portfolio" is DFNM's weight in each manager's 13F, not the share of Dimensional National Muni BD the manager owns.