Dimensional National Muni BDDFNMETF
13F holders, Q4 2024 (December 31)231holders +40
15new positions
11sold out
1famous investor
$47.79avg. 13F price*
At the end of Q4 2024, 231 institutions reported holding Dimensional National Muni BD (DFNM) in their 13F filings, up 40 from Q3 2024. 15 opened new positions and 11 sold out. The largest holders were Truepoint, Inc. ($129.0M), Focus Partners Wealth ($92.1M) and Foster Group, Inc. ($54.7M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $3.6M |
| Exits | 11 | $4.9M |
All 13F filers, Q3 2024 → Q4 2024: 2,046,925 shares bought and 549,732 shares sold, net +1,497,193 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 231 holders
| Truepoint, Inc. | 3.45% | Add +3.4% | 2,700,098 | $129.0M |
| Focus Partners Wealth | 0.24% | Add +32.2% | 1,928,913 | $92.1M |
| Foster Group, Inc. | 2.08% | Reduce -4.2% | 1,144,068 | $54.7M |
| GeoWealth Management, LLC | 1.57% | Add +5.0% | 1,006,570 | $48.1M |
| Beaird Harris Wealth Management, LLC | 3.38% | Reduce -4.0% | 819,122 | $39.1M |
| Rather & Kittrell, Inc. | 7.84% | Add +10.4% | 698,195 | $33.4M |
| Pathstone Holdings, LLC | 0.15% | Reduce -3.0% | 697,218 | $33.3M |
| MBL Wealth, LLC | 3.35% | Add +0.2% | 696,946 | $33.3M |
| Commonwealth Equity Services, LLC | 0.04% | Add +5.0% | 631,891 | $30.2M |
| Sequoia Financial Advisors, LLC | 0.28% | Add +10.0% | 613,517 | $29.3M |
| Austin Wealth Management, LLC | 5.96% | Add +2.2% | 601,424 | $28.7M |
| Apella Capital, LLC | 1.01% | Add +17.4% | 552,649 | $26.4M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +3.3% | 505,032 | $24.1M |
| Focus Partners Advisor Solutions, LLC | 0.38% | Add +84.2% | 468,347 | $22.4M |
| PBMares Wealth Management LLC | 4.07% | Add +3.7% | 417,058 | $19.9M |
| Assetmark, Inc. | 0.05% | Add +45.0% | 406,869 | $19.4M |
| RAM Investment Partners, LLC | 4.75% | Add +9.3% | 404,211 | $19.3M |
| Awm Capital, LLC | 2.33% | Reduce -14.2% | 398,444 | $19.0M |
| Strathmore Capital Advisors, Inc. | 12.78% | — | 367,620 | $17.6M |
| HighTower Advisors, LLC | 0.02% | Add +48.3% | 350,658 | $16.8M |
| Yardley Wealth Management LLC | 7.18% | Add +22.4% | 308,855 | $14.8M |
| Mattern Wealth Management LLC | 3.09% | Add +3.9% | 293,088 | $14.0M |
| Bank of America Corp. | 0.00% | Add +34.1% | 275,960 | $13.2M |
| LPL Financial LLC | 0.01% | Add +7.4% | 273,334 | $13.1M |
| Asset Planning Corporation | 7.63% | Add +4.9% | 254,957 | $12.2M |
| Graves Light Lenhart Wealth, Inc. | 1.39% | Add +5.5% | 233,305 | $11.1M |
| Integrated Wealth Concepts LLC | 0.11% | Add +3.2% | 199,593 | $9.5M |
| Maryland Capital Advisors Inc. | 4.19% | Add +3.1% | 189,177 | $9.0M |
| Resonant Capital Advisors, LLC | 0.66% | Add +16.7% | 188,028 | $9.0M |
| Vested Financial Planning, LLC | 8.45% | — | 186,803 | $8.9M |
| Vestment Financial LLC | 6.76% | — | 184,963 | $8.8M |
| Compass Financial Group, Inc. | 4.20% | Reduce -3.3% | 183,667 | $8.8M |
| Confluence Investment Management LLC | 0.12% | Reduce -4.6% | 177,417 | $8.5M |
| West Financial Advisors, LLC | 1.59% | Reduce -6.0% | 173,115 | $8.3M |
| David Wealth Management LLC | 6.57% | — | 166,489 | $8.0M |
| Collective Family Office LLC | 2.17% | Add +5.0% | 165,347 | $7.9M |
| Entrewealth, LLC | 6.30% | — | 140,593 | $6.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.4% | 116,435 | $5.6M |
| Vestia Personal Wealth Advisors | 4.56% | Add +86.5% | 115,991 | $5.5M |
| Corient Private Wealth LP | 0.01% | Reduce -14.0% | 111,960 | $5.3M |
| Sax Wealth Advisors, LLC | 0.38% | Reduce -8.4% | 101,865 | $4.9M |
| Porter White Investment Advisors, Inc. | 2.37% | Add +1.6% | 97,668 | $4.7M |
| United Wealth Management, LLC | 1.55% | — | 96,271 | $4.6M |
| Evanson Asset Management, LLC | 0.31% | Add +0.1% | 95,834 | $4.6M |
| Legacy Financial Group, Inc. | 1.46% | Reduce -5.1% | 94,642 | $4.5M |
| American Investment Services, Inc. | 0.78% | Add +1.6% | 92,574 | $4.4M |
| Wescott Financial Advisory Group, LLC | 0.45% | Reduce -0.6% | 90,138 | $4.3M |
| Core Wealth Management, Inc. | 1.68% | Add +4.7% | 89,948 | $4.3M |
| Allworth Financial LP | 0.02% | Reduce -7.6% | 87,999 | $4.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.1% | 85,235 | $4.1M |
| RW Investment Management LLC | 0.48% | Reduce -6.8% | 82,292 | $3.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.32% | Add +10.2% | 82,068 | $3.9M |
| Vermillion Wealth Management, Inc. | 1.97% | — | 80,554 | $3.8M |
| Verus Financial Partners, Inc. | 0.43% | Add +1.6% | 80,692 | $3.8M |
| Stifel Financial Corp. | 0.00% | Reduce -22.7% | 77,979 | $3.7M |
| Waverly Advisors, LLC | 0.06% | Add +3.3% | 77,384 | $3.7M |
| Modera Wealth Management, LLC | 0.04% | Add +2.3% | 76,491 | $3.7M |
| Tassel Capital Management, Inc. | 3.13% | — | 73,884 | $3.5M |
| GEM Asset Management, LLC | 1.96% | Add +0.8% | 73,723 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Add +21.3% | 69,922 | $3.3M |
| DiNuzzo Private Wealth, Inc. | 0.39% | Add +22.6% | 64,750 | $3.1M |
| Timonier Family Office, LTD. | 1.52% | — | 62,065 | $3.0M |
| Aurelius Family Office LLC | 1.45% | — | 60,102 | $2.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +100.0% | 59,336 | $2.8M |
| BCO Wealth Management LLC | 2.34% | — | 58,899 | $2.8M |
| US Bancorp \de | 0.00% | No change | 58,124 | $2.8M |
| Dopkins Wealth Management, LLC | 1.40% | Add +1299.8% | 57,559 | $2.7M |
| FF Advisors,LLC | 1.85% | Reduce -22.1% | 55,935 | $2.7M |
| Mills Wealth Advisors LLC | 1.50% | Reduce -25.4% | 55,371 | $2.6M |
| PrairieView Partners, LLC | 0.27% | Add +87.7% | 53,240 | $2.5M |
| Citrine Capital LLC | 1.82% | — | 51,671 | $2.5M |
| Truist Financial Corp. | 0.00% | Add +5.3% | 49,477 | $2.4M |
| Landmark Wealth Management, LLC | 1.01% | Add +3.3% | 47,837 | $2.3M |
| Baker Avenue Asset Management, LP | 0.07% | Add +12.4% | 47,523 | $2.3M |
| Mather Group, Llc. | 0.03% | Reduce -6.3% | 46,462 | $2.2M |
| North Ridge Wealth Advisors, Inc. | 1.54% | Reduce -2.3% | 46,454 | $2.2M |
| Liberty Capital Management, Inc. | 0.48% | No change | 45,661 | $2.2M |
| Cary Street Partners Financial LLC | 0.07% | — | 45,291 | $2.2M |
| Verisail Partners, LLC | 0.97% | — | 43,335 | $2.1M |
| SwitchPoint Financial Planning, LLC | 1.98% | — | 43,241 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.7% | 42,805 | $2.0M |
| Elevate Wealth Advisory, Inc. | 1.48% | Add +1.9% | 41,285 | $2.0M |
| Wheelhouse Advisory Group LLC | 1.16% | Add +180.6% | 41,060 | $2.0M |
| 25 LLC | 0.82% | Add +162.2% | 40,741 | $1.9M |
| Aspen Wealth Management LLC | 0.57% | Add +3.4% | 40,496 | $1.9M |
| Park Avenue Securities LLC | 0.02% | Add +2.4% | 40,159 | $1.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.25% | Reduce -4.3% | 39,710 | $1.9M |
| Strategic Investment Solutions, Inc. | 0.62% | Add +15.5% | 33,600 | $1.9M |
| Hiley Hunt Wealth Management | 1.02% | Add +20.1% | 38,505 | $1.8M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -2.4% | 38,279 | $1.8M |
| Phillips Financial Management, LLC | 0.14% | Reduce -28.6% | 37,341 | $1.8M |
| Shearwater Capital LLC | 1.20% | Add +4.6% | 36,983 | $1.8M |
| Savant Capital, LLC | 0.01% | Reduce -17.8% | 33,666 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +41.6% | 33,457 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +5.3% | 32,965 | $1.6M |
| Blume Capital Management, Inc. | 0.34% | Reduce -30.8% | 31,972 | $1.5M |
| Integrity Wealth Solutions LLC | 0.85% | Reduce -1.0% | 31,945 | $1.5M |
| Quarry Hill Advisors, LLC | 0.99% | Add +13.3% | 30,935 | $1.5M |
| CPA Asset Management Group, LLC | 0.67% | Add +12.6% | 30,383 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +9.8% | 29,076 | $1.4M |
"% of holder's portfolio" is DFNM's weight in each manager's 13F, not the share of Dimensional National Muni BD the manager owns.