Dimensional National Muni BDDFNMETF
13F holders, Q3 2024 (September 30)191holders +21
26new positions
7sold out
1famous investor
$48.53avg. 13F price*
At the end of Q3 2024, 191 institutions reported holding Dimensional National Muni BD (DFNM) in their 13F filings, up 21 from Q2 2024. 26 opened new positions and 7 sold out. The largest holders were Truepoint, Inc. ($126.7M), Focus Partners Wealth ($70.8M) and Foster Group, Inc. ($57.9M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dimensional National Muni BD
- CUSIP
- 25434V849
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $115.4M |
| Exits | 7 | $4.6M |
All 13F filers, Q2 2024 → Q3 2024: 3,004,443 shares bought and 618,212 shares sold, net +2,386,231 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 191 holders
| Truepoint, Inc. | 3.40% | Add +0.8% | 2,611,150 | $126.7M |
| Focus Partners Wealth | 0.23% | New | 1,459,020 | $70.8M |
| Foster Group, Inc. | 2.16% | Reduce -2.1% | 1,193,739 | $57.9M |
| GeoWealth Management, LLC | 1.64% | Add +8.3% | 958,231 | $46.5M |
| Beaird Harris Wealth Management, LLC | 3.62% | Add +0.7% | 853,154 | $41.4M |
| Pathstone Holdings, LLC | 0.16% | Reduce -1.3% | 718,529 | $34.9M |
| MBL Wealth, LLC | 3.64% | Reduce -0.4% | 695,758 | $33.8M |
| Rather & Kittrell, Inc. | 7.52% | Add +8.9% | 632,168 | $30.7M |
| Commonwealth Equity Services, LLC | 0.04% | Add +0.0% | 601,816 | $29.2M |
| Austin Wealth Management, LLC | 6.27% | Add +4.3% | 588,429 | $28.6M |
| Sequoia Financial Advisors, LLC | 0.29% | Reduce -5.9% | 557,728 | $27.1M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +2.6% | 488,958 | $23.7M |
| Apella Capital, LLC | 0.94% | Add +9.4% | 470,603 | $22.9M |
| Awm Capital, LLC | 2.72% | New | 464,444 | $22.5M |
| PBMares Wealth Management LLC | 4.08% | Add +12.9% | 402,263 | $19.5M |
| RAM Investment Partners, LLC | 4.68% | Add +6.8% | 369,999 | $18.0M |
| Mattern Wealth Management LLC | 3.01% | Add +5.3% | 282,120 | $13.7M |
| Assetmark, Inc. | 0.04% | Reduce -4.0% | 280,533 | $13.6M |
| LPL Financial LLC | 0.01% | Add +2.1% | 254,553 | $12.4M |
| Focus Partners Advisor Solutions, LLC | 0.26% | New | 254,254 | $12.3M |
| Yardley Wealth Management LLC | 7.26% | — | 252,305 | $12.2M |
| Asset Planning Corporation | 7.70% | Reduce -0.2% | 243,001 | $11.8M |
| HighTower Advisors, LLC | 0.02% | Add +7.0% | 236,422 | $11.5M |
| Graves Light Lenhart Wealth, Inc. | 1.32% | Reduce -54.0% | 221,039 | $10.7M |
| Bank of America Corp. | 0.00% | Add +45.3% | 205,757 | $10.0M |
| Integrated Wealth Concepts LLC | 0.11% | Add +5.2% | 193,353 | $9.4M |
| Compass Financial Group, Inc. | 4.27% | Add +1.3% | 189,890 | $9.2M |
| Confluence Investment Management LLC | 0.12% | Reduce -19.0% | 185,981 | $9.0M |
| West Financial Advisors, LLC | 1.72% | Add +4.1% | 184,134 | $8.9M |
| Maryland Capital Advisors Inc. | 4.33% | Reduce -0.2% | 183,545 | $8.9M |
| Resonant Capital Advisors, LLC | 0.58% | Reduce -1.0% | 161,179 | $7.8M |
| Collective Family Office LLC | 2.08% | Reduce -7.9% | 157,541 | $7.6M |
| Corient Private Wealth LP | 0.01% | Add +0.4% | 130,165 | $6.3M |
| Sax Wealth Advisors, LLC | 0.48% | Add +20.7% | 111,168 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.4% | 110,472 | $5.4M |
| Stifel Financial Corp. | 0.01% | Add +3.3% | 100,881 | $4.9M |
| Legacy Financial Group, Inc. | 1.63% | Add +2.3% | 99,711 | $4.8M |
| Porter White Investment Advisors, Inc. | 2.34% | Add +0.5% | 96,157 | $4.7M |
| Evanson Asset Management, LLC | 0.33% | Reduce -3.7% | 95,760 | $4.6M |
| Allworth Financial LP | 0.03% | Reduce -1.1% | 95,236 | $4.6M |
| American Investment Services, Inc. | 0.74% | Reduce -4.7% | 91,152 | $4.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.4% | 90,795 | $4.4M |
| Wescott Financial Advisory Group, LLC | 0.47% | Add +0.0% | 90,704 | $4.4M |
| RW Investment Management LLC | 0.53% | Reduce -5.3% | 88,296 | $4.3M |
| Core Wealth Management, Inc. | 1.66% | No change | 85,899 | $4.1M |
| Verus Financial Partners, Inc. | 0.42% | Add +1.8% | 79,414 | $3.9M |
| Waverly Advisors, LLC | 0.07% | Add +2.0% | 74,880 | $3.6M |
| Modera Wealth Management, LLC | 0.05% | Reduce -9.5% | 74,770 | $3.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.31% | Add +3.4% | 74,469 | $3.6M |
| Mills Wealth Advisors LLC | 2.48% | Reduce -27.3% | 74,175 | $3.6M |
| GEM Asset Management, LLC | 2.02% | Reduce -0.7% | 73,133 | $3.5M |
| FF Advisors,LLC | 2.25% | No change | 71,775 | $3.5M |
| Vestia Personal Wealth Advisors | 2.84% | Add +19.1% | 62,190 | $3.0M |
| US Bancorp \de | 0.00% | No change | 58,124 | $2.8M |
| Osaic Holdings, Inc. | 0.01% | Add +13.7% | 57,651 | $2.8M |
| DiNuzzo Private Wealth, Inc. | 0.32% | Add +21.1% | 52,832 | $2.6M |
| Phillips Financial Management, LLC | 0.20% | Reduce -13.0% | 52,327 | $2.5M |
| Mather Group, Llc. | 0.03% | Reduce -22.3% | 49,582 | $2.4M |
| North Ridge Wealth Advisors, Inc. | 1.57% | Add +17.4% | 47,557 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +5.8% | 46,990 | $2.3M |
| Landmark Wealth Management, LLC | 0.98% | Add +0.6% | 46,324 | $2.2M |
| Blume Capital Management, Inc. | 0.51% | Add +37.7% | 46,172 | $2.2M |
| Liberty Capital Management, Inc. | 0.49% | No change | 45,661 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Add +12.0% | 43,084 | $2.1M |
| Baker Avenue Asset Management, LP | 0.07% | Add +25.7% | 42,268 | $2.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.27% | Add +3.7% | 41,516 | $2.0M |
| Savant Capital, LLC | 0.02% | Reduce -3.5% | 40,939 | $2.0M |
| Elevate Wealth Advisory, Inc. | 1.46% | Add +0.4% | 40,510 | $2.0M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -0.5% | 39,228 | $1.9M |
| Park Avenue Securities LLC | 0.02% | Reduce -11.8% | 39,201 | $1.9M |
| Aspen Wealth Management LLC | 0.58% | Reduce -14.4% | 39,162 | $1.9M |
| Shearwater Capital LLC | 1.18% | Add +3.7% | 35,371 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.6% | 33,007 | $1.6M |
| Integrity Wealth Solutions LLC | 0.91% | Reduce -15.0% | 32,266 | $1.6M |
| Hiley Hunt Wealth Management | 0.89% | Add +25.5% | 32,071 | $1.6M |
| Texas Capital Bank Wealth Management Services Inc | 0.15% | No change | 31,410 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +0.8% | 31,311 | $1.5M |
| Financial Engines Advisors L.L.C. | 0.00% | New | 29,668 | $1.4M |
| MML Investors Services, LLC | 0.01% | Add +86.9% | 29,581 | $1.4M |
| Strategic Investment Solutions, Inc. | 0.42% | Reduce -0.2% | 29,091 | $1.4M |
| White Wing Wealth Management | 1.09% | Add +6.3% | 29,052 | $1.4M |
| One Degree Advisors Inc | 0.59% | Reduce -4.6% | 28,736 | $1.4M |
| PrairieView Partners, LLC | 0.14% | Reduce -0.3% | 28,369 | $1.4M |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +353.6% | 28,344 | $1.4M |
| Brown Brothers Harriman & Co. | 0.01% | New | 27,375 | $1.3M |
| Quarry Hill Advisors, LLC | 0.89% | Add +31.9% | 27,293 | $1.3M |
| CPA Asset Management Group, LLC | 0.63% | Reduce -0.9% | 26,986 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +0.3% | 26,473 | $1.3M |
| Physician Wealth Solutions Inc. | 0.62% | No change | 25,896 | $1.2M |
| Sage Rhino Capital LLC | 0.26% | Reduce -20.6% | 24,312 | $1.2M |
| Websterrogers Financial Advisors, LLC | 0.41% | Add +13.5% | 23,886 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 23,635 | $1.1M |
| Oceanside Advisors LLC | 0.85% | Add +0.6% | 23,428 | $1.1M |
| Safeguard Investment Advisory Group, LLC | 0.32% | Add +2.0% | 22,908 | $1.1M |
| Aptus Capital Advisors, LLC | 0.02% | Add +3613.8% | 22,357 | $1.1M |
| WPWealth LLP | 0.22% | Reduce -1.5% | 22,202 | $1.1M |
| Heritage Wealth Management, Inc. | 0.96% | Add +7.5% | 21,863 | $1.1M |
| Investmark Advisory Group LLC | 0.51% | No change | 21,728 | $1.1M |
| Main Street Financial Solutions, LLC | 0.09% | No change | 20,807 | $1.0M |
| Roberts Glore & Co. Inc. | 0.29% | Reduce -4.6% | 20,600 | $1000K |
| Pure Financial Advisors, LLC | 0.02% | Add +1.1% | 19,337 | $939K |
| Raymond James & Associates | 0.00% | New | 18,661 | $906K |
| Eldridge Investment Advisors, Inc. | 0.18% | Reduce -27.1% | 16,101 | $782K |
| Five Oceans Advisors | 0.37% | No change | 15,722 | $763K |
| 25 LLC | 0.33% | Add +1.2% | 15,539 | $754K |
| Disciplined Investments, LLC | 0.37% | Reduce -8.6% | 15,333 | $744K |
| Wheelhouse Advisory Group LLC | 0.46% | New | 14,631 | $710K |
| Western Wealth Management, LLC | 0.04% | Add +7.5% | 14,341 | $696K |
| Jackson Thornton Wealth Management, LLC | 0.09% | Add +0.3% | 13,241 | $643K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +142.1% | 11,811 | $573K |
| Burton Enright Welch | 0.12% | Reduce -4.0% | 11,740 | $570K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -0.1% | 11,641 | $565K |
| Wealthstream Advisors, Inc. | 0.10% | No change | 11,624 | $564K |
| Triune Financial Partners, LLC | 0.17% | Add +0.7% | 11,288 | $548K |
| Ruedi Wealth Management, Inc. | 0.18% | No change | 10,940 | $531K |
| Morgan Stanley | 0.00% | Add +21.7% | 10,934 | $531K |
| Grunden Financial Advisory, Inc. | 0.26% | Add +0.7% | 10,750 | $522K |
| Rehmann Capital Advisory Group | 0.03% | Add +20.7% | 10,747 | $522K |
| Bleakley Financial Group, LLC | 0.02% | Add +36.9% | 10,740 | $521K |
| Physician Wealth Advisors, Inc. | 0.09% | No change | 10,676 | $516K |
| Captrust Financial Advisors | 0.00% | Add +12.0% | 10,521 | $511K |
| WMS Partners, LLC | 0.03% | No change | 10,505 | $510K |
| CVA Family Office, LLC | 0.08% | Add +29.8% | 10,115 | $491K |
| DecisionPoint Financial, LLC | 0.16% | No change | 10,098 | $490K |
| Family Capital Management, Inc. | 0.30% | Add +26.9% | 9,592 | $466K |
| McIlrath & Eck, LLC | 0.06% | No change | 9,469 | $460K |
| Great Oak Capital Partners, LLC | 0.16% | Add +0.6% | 9,426 | $456K |
| Wealthspan Partners, LLC | 0.22% | No change | 9,287 | $451K |
| Beta Wealth Group, Inc. | 0.20% | Add +2.0% | 9,096 | $442K |
| Rockwood Wealth Management, LLC | 0.05% | Reduce -3.0% | 9,053 | $439K |
| Betterment LLC | 0.00% | Reduce -3.7% | 9,035 | $439K |
| LJI Wealth Management, LLC | 0.09% | Reduce -2.3% | 8,831 | $429K |
| McCarthy & Cox | 0.16% | Reduce -15.7% | 8,766 | $426K |
| RCS Financial Planning, LLC | 0.23% | Add +5.0% | 8,651 | $420K |
| Northwest Wealth Management, LLC | 0.10% | New | 8,542 | $415K |
| NorthCoast Asset Management LLC | 0.00% | New | 8,512 | $413K |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.1% | 8,306 | $403K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -3.7% | 8,060 | $391K |
| Glass Jacobson Investment Advisors llc | 0.13% | Add +7.7% | 7,967 | $387K |
| Copperleaf Capital, LLC | 0.28% | Reduce -1.8% | 7,528 | $365K |
| Aspiriant, LLC | 0.01% | No change | 7,486 | $363K |
| Simplicity Wealth,LLC | 0.03% | Reduce -6.7% | 7,318 | $355K |
| Beckerman Institutional, LLC | 0.29% | — | 7,064 | $343K |
| Firethorn Wealth Partners, LLC | 0.17% | Reduce -17.4% | 6,940 | $337K |
| BWM Planning, LLC | 0.14% | — | 6,673 | $324K |
| Red Lighthouse Investment Management, LLC | 0.13% | Add +4.6% | 6,673 | $324K |
| Acorn Wealth Advisors, LLC | 0.14% | New | 6,545 | $318K |
| Annapolis Financial Services, LLC | 0.09% | No change | 6,520 | $316K |
| Meredith Wealth Planning | 0.14% | Add +28.7% | 6,183 | $300K |
| Ameritas Investment Partners, Inc. | 0.01% | New | 6,060 | $294K |
| Envision Financial Planning, LLC | 0.15% | Add +1.3% | 5,954 | $289K |
| Colonial Trust Co / SC | 0.04% | No change | 5,912 | $287K |
| Creative Capital Management Investments LLC | 0.12% | Add +124.2% | 5,896 | $286K |
| AQR Capital Management | 0.00% | New | 5,859 | $284K |
| Sterling Wealth Management, Inc. | 0.11% | New | 5,856 | $284K |
| Diversified Portfolios, Inc. | 0.03% | Reduce -24.9% | 5,693 | $276K |
| Creative Planning | 0.00% | Add +1.3% | 5,646 | $274K |
| KFG Wealth Management, LLC | 0.06% | Reduce -2.4% | 5,570 | $270K |
| Comerica Bank | 0.00% | No change | 5,414 | $263K |
| Csenge Advisory Group | 0.01% | New | 5,402 | $261K |
| Sigma Planning Corp | 0.01% | Reduce -5.4% | 5,208 | $253K |
| Seaside Wealth Management, Inc. | 0.09% | Add +0.7% | 5,161 | $251K |
| Old Mission Capital LLC | 0.01% | New | 5,081 | $247K |
| Clear Creek Financial Management, LLC | 0.03% | No change | 5,056 | $245K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 4,986 | $242K |
| Farther Finance Advisors, LLC | 0.01% | New | 4,951 | $240K |
| Root Financial Partners, LLC | 0.04% | New | 4,940 | $240K |
| Jentner Corp | 0.07% | New | 4,870 | $236K |
| Claris Advisors, LLC / Mo / | 0.10% | Add +5.8% | 4,864 | $236K |
| Breakwater Capital Group | 0.05% | Add +4.5% | 4,678 | $227K |
| Choreo, LLC | 0.00% | No change | 4,607 | $224K |
| B.O.S.S. Retirement Advisors, LLC | 0.04% | New | 4,509 | $219K |
| Alpha Financial Advisors, LLC | 0.09% | No change | 4,200 | $204K |
| Mosaic Family Wealth Partners, LLC | 0.03% | New | 4,139 | $201K |
| Dopkins Wealth Management, LLC | 0.16% | New | 4,112 | $200K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 3,705 | $180K |
| UBS Group AG | 0.00% | New | 3,329 | $162K |
| SJS Investment Consulting Inc. | 0.01% | Add +10.3% | 1,730 | $84K |
| Jones Financial Companies LLLP | 0.00% | No change | 1,400 | $68K |
| Geneos Wealth Management Inc. | 0.00% | New | 1,155 | $56K |
| City State Bank | 0.02% | No change | 1,038 | $50K |
| Global Retirement Partners, LLC | 0.00% | No change | 961 | $47K |
| First Horizon Advisors, Inc. | 0.00% | New | 922 | $45K |
| Cwm, LLC | 0.00% | Add +1336.5% | 905 | $44K |
| IFP Advisors, Inc | 0.00% | Add +0.3% | 692 | $34K |
| Parallel Advisors, LLC | 0.00% | Add +0.7% | 467 | $23K |
| Signature Resources Capital Management, LLC | 0.02% | Reduce -1.1% | 462 | $22K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.7% | 304 | $15K |
| Proffitt & Goodson Inc. | 0.00% | New | 298 | $14K |
| Blair William & Co. | 0.00% | Add +7.9% | 82 | $4K |
| Belpointe Asset Management LLC | 0.00% | No change | 6 | $299 |
"% of holder's portfolio" is DFNM's weight in each manager's 13F, not the share of Dimensional National Muni BD the manager owns.