Dimensional National Muni BDDFNMETF
13F holders, Q1 2026 (March 31)276holders +1
24new positions
16sold out
1famous investor
$47.95avg. 13F price*
At the end of Q1 2026, 276 institutions reported holding Dimensional National Muni BD (DFNM) in their 13F filings, up 1 from Q4 2025. 24 opened new positions and 16 sold out. The largest holders were Focus Partners Wealth ($202.4M), Truepoint, Inc. ($148.4M) and Foster Group, Inc. ($70.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional National Muni BD
- CUSIP
- 25434V849
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $18.6M |
| Exits | 16 | $17.6M |
All 13F filers, Q4 2025 → Q1 2026: 4,464,909 shares bought and 1,352,697 shares sold, net +3,112,212 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 276 holders
| Focus Partners Wealth | 0.23% | Add +15.3% | 4,221,880 | $202.4M |
| Truepoint, Inc. | 3.31% | Add +4.1% | 3,095,714 | $148.4M |
| Foster Group, Inc. | 2.08% | Reduce -0.4% | 1,460,226 | $70.0M |
| Apella Capital, LLC | 0.95% | Add +93.6% | 1,320,176 | $63.9M |
| Symmetry Partners, LLC | 3.61% | Reduce -0.7% | 1,317,339 | $63.1M |
| Focus Partners Advisor Solutions, LLC | 0.58% | Add +14206.9% | 1,203,351 | $57.5M |
| Rather & Kittrell, Inc. | 6.61% | Add +6.8% | 894,173 | $42.9M |
| GeoWealth Management, LLC | 1.52% | Reduce -0.2% | 881,082 | $42.2M |
| Sequoia Financial Advisors, LLC | 0.24% | Add +3.5% | 880,025 | $42.2M |
| Beaird Harris Wealth Management, LLC | 2.59% | Reduce -6.2% | 795,703 | $38.1M |
| Pathstone Holdings, LLC | 0.15% | Reduce -2.1% | 788,243 | $37.8M |
| MBL Wealth, LLC | 2.69% | Add +4.6% | 739,735 | $35.5M |
| Awm Capital, LLC | 3.12% | Add +2.5% | 718,457 | $34.4M |
| Commonwealth Equity Services, LLC | 0.04% | Add +6.7% | 653,394 | $31.3M |
| HighTower Advisors, LLC | 0.03% | Reduce -15.4% | 589,440 | $28.3M |
| Waterford Advisors, LLC | 8.09% | Add +1.7% | 536,335 | $25.5M |
| Mattern Wealth Management LLC | 4.96% | Reduce -0.2% | 530,248 | $25.4M |
| LPL Financial LLC | 0.01% | Add +8.3% | 518,554 | $24.9M |
| RAM Investment Partners, LLC | 4.35% | Add +1.4% | 516,432 | $24.8M |
| Graves Light Lenhart Wealth, Inc. | 2.41% | Add +33.4% | 482,789 | $23.1M |
| Aspiriant, LLC | 0.59% | Add +7.2% | 428,736 | $20.5M |
| Bank of America Corp. | 0.00% | Add +16.1% | 418,517 | $20.1M |
| HFM Investment Advisors, LLC | 6.60% | Reduce -2.3% | 358,188 | $17.2M |
| Assetmark, Inc. | 0.03% | Reduce -2.6% | 332,594 | $15.9M |
| Austin Wealth Management, LLC | 3.57% | Reduce -37.2% | 327,330 | $15.7M |
| Vestment Financial LLC | 7.31% | Add +12.6% | 320,538 | $15.5M |
| Yardley Wealth Management LLC | 7.87% | Add +6.0% | 320,613 | $15.4M |
| Savant Capital, LLC | 0.07% | Reduce -40.6% | 310,743 | $14.9M |
| Wheelhouse Advisory Group LLC | 4.40% | Add +22.1% | 276,943 | $13.3M |
| Strathmore Capital Advisors, Inc. | 3.70% | Reduce -6.3% | 270,876 | $13.1M |
| Resonant Capital Advisors, LLC | 0.68% | Reduce -5.5% | 270,450 | $13.0M |
| Brady Martz Wealth Solutions, LLC | 2.02% | Add +24.4% | 247,711 | $11.9M |
| Dopkins Wealth Management, LLC | 4.62% | Add +9.4% | 239,917 | $11.5M |
| Allworth Financial LP | 0.04% | Add +74.6% | 227,614 | $10.9M |
| Entrewealth, LLC | 4.59% | Add +5.4% | 213,809 | $10.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -39.6% | 208,369 | $10.0M |
| 25 LLC | 3.07% | Add +2.7% | 208,063 | $10.0M |
| Confluence Investment Management LLC | 0.15% | Reduce -2.0% | 205,362 | $9.8M |
| Integrated Wealth Concepts LLC | 0.08% | Add +7.4% | 204,700 | $9.8M |
| Vested Financial Planning, LLC | 7.40% | Reduce -0.8% | 202,623 | $9.7M |
| West Financial Advisors, LLC | 1.64% | Add +6.4% | 201,939 | $9.7M |
| Citrine Capital LLC | 4.01% | Add +15.8% | 192,884 | $9.2M |
| Concurrent Investment Advisors, LLC | 0.10% | New | 192,157 | $9.2M |
| Guardian Wealth Management, LLC | 2.72% | Add +25.9% | 186,884 | $9.0M |
| Plancorp, LLC | 0.24% | Add +0.4% | 175,945 | $8.5M |
| Porter White Investment Advisors, Inc. | 3.26% | Add +0.6% | 169,995 | $8.1M |
| Outbound Financial Inc | 6.04% | Add +5.4% | 168,024 | $8.1M |
| RW Investment Management LLC | 0.77% | — | 165,862 | $7.9M |
| Compass Financial Group, Inc. | 3.57% | Reduce -0.6% | 165,382 | $7.9M |
| Optimus Capital Advisors, LLC | 4.29% | Add +0.6% | 151,296 | $7.3M |
| Vestia Personal Wealth Advisors | 3.33% | Add +7.8% | 147,771 | $7.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +65.0% | 138,602 | $6.6M |
| Core Wealth Management, Inc. | 2.03% | Add +0.4% | 138,331 | $6.6M |
| JPMorgan Chase & Co. | 0.00% | Add +29.0% | 135,532 | $6.5M |
| United Wealth Management, LLC | 1.59% | Add +3.5% | 133,269 | $6.4M |
| Mills Wealth Advisors LLC | 2.17% | Add +277.2% | 129,820 | $6.2M |
| 55 North Private Wealth, LLC | 1.46% | Add +15.1% | 118,705 | $5.7M |
| Collective Family Office LLC | 1.26% | Reduce -2.4% | 116,507 | $5.6M |
| Johnson Wealth Management, LLC | 2.67% | Add +24.6% | 115,379 | $5.5M |
| BCO Wealth Management LLC | 3.12% | Add +5.4% | 108,280 | $5.2M |
| Aspen Wealth Management LLC | 1.00% | Add +43.1% | 104,427 | $5.0M |
| Sentinel Wealth Management, Inc. | 3.94% | No change | 102,851 | $4.9M |
| Tillman Hartley LLC | 1.23% | Add +14.0% | 101,853 | $4.9M |
| Mainsail Asset Management, LLC | 2.18% | Add +0.6% | 101,469 | $4.9M |
| American Investment Services, Inc. | 1.05% | Add +24.2% | 98,018 | $4.7M |
| Forza Wealth Management, LLC | 1.63% | No change | 97,500 | $4.7M |
| E-Wealth Partners, LLC | 3.78% | Add +0.3% | 97,396 | $4.7M |
| Penney Financial, LLC | 1.78% | Add +9.9% | 97,028 | $4.7M |
| Verus Financial Partners, Inc. | 0.42% | Add +2.4% | 95,785 | $4.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +143.9% | 88,267 | $4.2M |
| DiNuzzo Private Wealth, Inc. | 0.44% | Add +7.5% | 86,095 | $4.1M |
| Stifel Financial Corp. | 0.00% | Add +6.0% | 82,947 | $4.0M |
| Washington Trust Advisors, Inc. | 0.32% | Add +2.1% | 82,087 | $3.9M |
| Corient Private Wealth LP | 0.01% | Reduce -5.5% | 81,797 | $3.9M |
| Wescott Financial Advisory Group, LLC | 0.34% | Add +1.4% | 80,292 | $3.8M |
| Root Financial Partners, LLC | 0.17% | Add +19.4% | 76,596 | $3.7M |
| Scratch Capital LLC | 2.02% | Add +25.3% | 73,506 | $3.5M |
| Modera Wealth Management, LLC | 0.04% | Add +0.1% | 70,793 | $3.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.19% | Add +19.8% | 70,009 | $3.4M |
| Aurelius Family Office LLC | 1.45% | Add +0.2% | 69,535 | $3.3M |
| Vermillion Wealth Management, Inc. | 1.32% | Add +4.2% | 69,082 | $3.3M |
| Quarry Hill Advisors, LLC | 1.35% | Add +5.9% | 67,892 | $3.3M |
| Truist Financial Corp. | 0.00% | Add +0.7% | 66,952 | $3.2M |
| Summit Wealth Group, LLC | 0.71% | Reduce -0.0% | 64,792 | $3.1M |
| Baker Avenue Asset Management, LP | 0.07% | Add +6.2% | 63,481 | $3.0M |
| Tassel Capital Management, Inc. | 1.62% | Reduce -1.9% | 62,318 | $3.0M |
| Tandemgrowth Financial Advisors LLC | 2.80% | Add +11.2% | 62,089 | $3.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -58.8% | 61,782 | $3.0M |
| North Ridge Wealth Advisors, Inc. | 1.67% | Add +29.8% | 61,775 | $3.0M |
| GEM Asset Management, LLC | 1.29% | Reduce -5.8% | 61,060 | $2.9M |
| BWM Planning, LLC | 0.76% | Add +36.0% | 59,939 | $2.9M |
| Private Advisor Group, LLC | 0.01% | Add +14.9% | 59,274 | $2.8M |
| Note Advisors, LLC | 1.38% | Add +9.9% | 57,721 | $2.8M |
| MB Generational Wealth, LLC | 1.51% | Add +39.7% | 56,793 | $2.7M |
| Legacy Financial Group, Inc. | 0.71% | Add +0.9% | 56,410 | $2.7M |
| HB Wealth Management, LLC | 0.02% | No change | 55,830 | $2.7M |
| FF Advisors,LLC | 1.08% | No change | 55,193 | $2.7M |
| Hiley Hunt Wealth Management | 1.09% | Add +5.4% | 51,718 | $2.5M |
| Waverly Advisors, LLC | 0.02% | Reduce -16.7% | 50,023 | $2.4M |
| Verisail Partners, LLC | 0.96% | Add +0.7% | 49,387 | $2.4M |
| Meredith Wealth Planning | 0.64% | Add +13.3% | 49,216 | $2.4M |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 48,400 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +63.3% | 47,736 | $2.3M |
| Park Avenue Securities LLC | 0.02% | Add +7.1% | 45,467 | $2.2M |
| Broadhurst Jeffrey B | 2.19% | Add +3.4% | 44,616 | $2.1M |
| Concord Wealth Partners | 0.27% | Add +6.1% | 44,165 | $2.1M |
| Shearwater Capital LLC | 1.11% | Reduce -1.3% | 44,116 | $2.1M |
| Warburton Capital Management, LLC | 1.02% | Add +0.7% | 43,369 | $2.1M |
| Jackson Thornton Wealth Management, LLC | 0.18% | Reduce -28.7% | 42,387 | $2.0M |
| Cary Street Partners Financial LLC | 0.05% | Reduce -24.8% | 41,658 | $2.0M |
| Sax Wealth Advisors, LLC | 0.10% | No change | 41,199 | $2.0M |
| SwitchPoint Financial Planning, LLC | 1.33% | Add +4.1% | 40,930 | $2.0M |
| Mather Group, Llc. | 0.02% | Add +4.6% | 40,839 | $2.0M |
| Vise Technologies, Inc. | 0.04% | No change | 40,051 | $1.9M |
| Pure Financial Advisors, LLC | 0.03% | Add +1.4% | 39,561 | $1.9M |
| Family Capital Management, Inc. | 0.82% | Add +4.0% | 38,672 | $1.9M |
| Heritage Wealth Management, Inc. | 1.01% | Add +16.1% | 37,882 | $1.8M |
| Farther Finance Advisors, LLC | 0.02% | Add +40.4% | 37,710 | $1.8M |
| Kane Co Wealth Management, Inc. | 1.51% | Add +34.3% | 37,315 | $1.8M |
| Hartmann Taylor Wealth Management, LLC | 1.18% | No change | 37,250 | $1.8M |
| Northwest Wealth Management, LLC | 0.27% | Add +17.1% | 37,081 | $1.8M |
| Landmark Wealth Management, LLC | 0.47% | Add +16.6% | 36,855 | $1.8M |
| Great Oak Capital Partners, LLC | 0.41% | Add +0.9% | 36,594 | $1.8M |
| Elevate Wealth Advisory, Inc. | 1.11% | Add +0.1% | 36,643 | $1.8M |
| Sei Investments Co. | 0.00% | Add +10.3% | 35,865 | $1.7M |
| Evanson Asset Management, LLC | 0.09% | Reduce -26.9% | 34,929 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +1.4% | 34,323 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +25.3% | 33,737 | $1.6M |
| One Capital Management, LLC | 0.04% | Add +15.8% | 32,810 | $1.6M |
| Smartleaf Asset Management LLC | 0.06% | Add +94.4% | 32,857 | $1.6M |
| XY Planning Network, Inc. | 0.25% | Add +6.8% | 32,706 | $1.6M |
| Wheels Up Wealth, Inc. | 1.48% | Reduce -7.0% | 32,772 | $1.6M |
| Websterrogers Financial Advisors, LLC | 0.43% | No change | 31,698 | $1.5M |
| Demming Financial Services Corp. | 1.06% | Add +8.4% | 30,473 | $1.5M |
| Generations Wealth, LLC | 1.40% | Add +97.6% | 30,096 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.3% | 29,931 | $1.4M |
| One Degree Advisors Inc | 0.37% | Add +6.5% | 29,073 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +8.5% | 28,957 | $1.4M |
| WPWealth LLP | 0.21% | Add +8.5% | 28,428 | $1.4M |
| Signature Resources Capital Management, LLC | 0.64% | Add +0.8% | 28,207 | $1.4M |
| Sterling Wealth Management, Inc. | 0.37% | Add +0.0% | 27,947 | $1.3M |
| Betterment LLC | 0.00% | Add +4.0% | 27,643 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -31.3% | 27,471 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.1% | 26,210 | $1.3M |
| New Dimensions Wealth Management, LLC | 1.05% | Add +2.3% | 25,731 | $1.2M |
| Kings Path Partners LLC | 0.42% | Add +60.9% | 25,683 | $1.2M |
| Applied Capital LLC | 0.45% | New | 25,021 | $1.2M |
| Heffernan Advisory, Inc. | 1.11% | No change | 24,897 | $1.2M |
| Capstone Wealth Management, LLC | 0.82% | Add +10.3% | 24,566 | $1.2M |
| CogentBlue Wealth Advisors, LLC | 0.76% | Reduce -0.9% | 23,709 | $1.1M |
| Pacific Asset Management, LLC | 0.62% | Add +26.9% | 23,311 | $1.1M |
| IFP Advisors, Inc | 0.02% | Add +0.2% | 23,281 | $1.1M |
| Triune Financial Partners, LLC | 0.26% | Add +28.7% | 23,237 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +38.6% | 22,775 | $1.1M |
| Claris Advisors, LLC / Mo / | 0.33% | Add +23.2% | 22,705 | $1.1M |
| Blume Capital Management, Inc. | 0.19% | No change | 22,685 | $1.1M |
| Investmark Advisory Group LLC | 0.46% | No change | 22,254 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 21,351 | $1.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +50.0% | 20,965 | $1.0M |
| ArborFi Advisors, LLC | 0.81% | Add +16.3% | 20,759 | $995K |
| Phillips Financial Management, LLC | 0.07% | No change | 20,568 | $986K |
| Cogent Private Wealth, Inc. | 0.69% | Add +8.5% | 19,970 | $957K |
| Keb Asset Management, LLC | 0.18% | Add +4.9% | 19,857 | $952K |
| Sterling Wealth Advisors Inc | 0.53% | Add +3.5% | 19,103 | $925K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.4% | 18,687 | $896K |
| Ponta Wealth Partners, LLC | 0.71% | Add +135.5% | 18,430 | $883K |
| Safeguard Investment Advisory Group, LLC | 0.24% | Add +2.8% | 18,423 | $883K |
| Aegis Wealth Management LLC | 0.49% | Add +10.5% | 17,900 | $858K |
| Roberts Glore & Co. Inc. | 0.23% | No change | 17,735 | $850K |
| JP Wealth Management, Inc. | 0.55% | No change | 16,870 | $809K |
| Partners in Financial Planning | 0.13% | New | 15,960 | $765K |
| Financial Plan, Inc. | 0.08% | Reduce -9.9% | 15,752 | $755K |
| Crews Bank & Trust | 0.11% | Reduce -0.2% | 15,683 | $752K |
| Cogent Strategic Wealth LLC | 0.77% | Add +37.5% | 15,677 | $751K |
| &partners | 0.00% | New | 15,402 | $738K |
| Physician Wealth Advisors, Inc. | 0.10% | Add +0.3% | 15,288 | $733K |
| Balefire, LLC | 0.14% | New | 15,086 | $723K |
| Physician Wealth Solutions Inc. | 0.30% | Reduce -2.9% | 14,909 | $715K |
| Integrity Wealth Solutions LLC | 0.28% | Add +6.2% | 14,902 | $714K |
| Fifth Third Bancorp | 0.00% | New | 14,423 | $691K |
| JDH Wealth Management, LLC | 0.46% | Add +13.7% | 14,115 | $677K |
| Aerodigm Wealth, LLC | 0.25% | Add +89.5% | 13,999 | $671K |
| Friday Financial | 0.23% | Reduce -9.1% | 13,806 | $662K |
| Disciplined Investments, LLC | 0.24% | Reduce -3.6% | 13,715 | $657K |
| Citadel Advisors | 0.00% | Add +46.9% | 13,257 | $635K |
| Integrated Wealthcare, LLC | 0.51% | Add +0.1% | 12,757 | $611K |
| BDFS Capital LLC | 0.29% | Add +5.8% | 12,756 | $611K |
| MML Investors Services, LLC | 0.00% | Add +1.2% | 12,608 | $604K |
| Merited Wealth, LLC | 0.50% | Add +19.4% | 12,516 | $600K |
| Glass Jacobson Investment Advisors llc | 0.20% | Add +21.2% | 12,190 | $584K |
| SpringVest Wealth Management LLC | 0.37% | No change | 11,374 | $545K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +6.3% | 11,354 | $544K |
| Iowa State Bank | 0.10% | No change | 11,271 | $540K |
| Mosaic Family Wealth Partners, LLC | 0.05% | Add +1.9% | 11,173 | $536K |
| Western Wealth Management, LLC | 0.02% | No change | 10,900 | $522K |
| Jacobi Capital Management LLC | 0.03% | Add +0.6% | 10,795 | $517K |
| CVA Family Office, LLC | 0.05% | No change | 10,785 | $517K |
| Forteris Wealth Management Inc. | 0.49% | Reduce -9.8% | 10,751 | $515K |
| Anson Capital, Inc. | 0.35% | Add +2.0% | 10,669 | $511K |
| Foundry Financial LLC | 0.21% | Reduce -9.6% | 10,180 | $488K |
| Burton Enright Welch | 0.07% | Reduce -4.6% | 10,176 | $488K |
| Life Planning Partners, Inc | 0.37% | No change | 10,070 | $483K |
| Meridian Wealth Management, LLC | 0.02% | No change | 10,035 | $481K |
| Eldridge Investment Advisors, Inc. | 0.10% | Reduce -1.3% | 9,895 | $474K |
| Tableaux LLC | 0.23% | New | 9,856 | $472K |
| Five Oceans Advisors | 0.17% | No change | 9,620 | $461K |
| Beckerman Institutional, LLC | 0.24% | Add +7.2% | 9,505 | $456K |
| White Wing Wealth Management | 0.27% | Reduce -22.7% | 9,428 | $452K |
| DecisionPoint Financial, LLC | 0.10% | No change | 9,344 | $448K |
| Beta Wealth Group, Inc. | 0.18% | Add +0.8% | 9,313 | $446K |
| Burk Holdings LLC | 0.19% | Add +1.8% | 9,253 | $443K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 9,215 | $442K |
| Acorn Wealth Advisors, LLC | 0.12% | Add +41.2% | 8,904 | $427K |
| Morgan Stanley | 0.00% | Reduce -0.6% | 8,733 | $419K |
| Vantage Point Financial LLC | 0.15% | Add +20.8% | 8,619 | $413K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -27.2% | 8,577 | $411K |
| Choreo, LLC | 0.00% | New | 8,364 | $401K |
| Legacy Capital Wealth Partners, LLC | 0.08% | Reduce -3.1% | 8,320 | $399K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +239.5% | 8,213 | $394K |
| Aptus Capital Advisors, LLC | 0.00% | Add +4.0% | 8,186 | $392K |
| Royal Bank of Canada | 0.00% | Reduce -30.3% | 8,078 | $387K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -14.5% | 8,021 | $384K |
| Merit Financial Group, LLC | 0.00% | New | 7,673 | $368K |
| Oceanside Advisors LLC | 0.21% | Reduce -2.1% | 7,666 | $367K |
| Savvy Advisors, Inc. | 0.01% | New | 7,487 | $359K |
| Avestar Capital, LLC | 0.02% | New | 7,469 | $358K |
| Oath Planning, LLC | 0.31% | New | 7,316 | $351K |
| Inspire Advisors, LLC | 0.03% | Add +0.6% | 7,243 | $347K |
| Creative Capital Management Investments LLC | 0.10% | Add +15.3% | 7,207 | $345K |
| Kaufman Rossin Wealth, LLC | 0.19% | Reduce -11.1% | 7,065 | $339K |
| Strategic Investment Solutions, Inc. | 0.08% | Reduce -0.6% | 6,936 | $332K |
| Midwest Trust Co | 0.00% | No change | 6,882 | $330K |
| Ascentis Independent Advisors | 0.02% | New | 6,857 | $329K |
| Colonial Trust Co / SC | 0.04% | Add +5.0% | 6,457 | $309K |
| Pinnacle Financial Group, LLC / IL | 0.08% | No change | 6,230 | $299K |
| Squire Investment Management Company, LLC | 0.08% | Add +16.4% | 6,219 | $298K |
| Investment Advisory Group, LLC | 0.08% | Add +5.5% | 6,197 | $297K |
| Red Lighthouse Investment Management, LLC | 0.10% | No change | 6,141 | $294K |
| Argent Trust Co | 0.01% | New | 6,000 | $288K |
| Seaside Wealth Management, Inc. | 0.08% | Add +0.6% | 5,949 | $285K |
| Verus Capital Partners, LLC | 0.02% | Add +3.2% | 5,905 | $283K |
| Envision Financial Planning, LLC | 0.10% | Add +1.0% | 5,884 | $282K |
| Level Financial Advisors | 0.07% | No change | 5,775 | $277K |
| McIlrath & Eck, LLC | 0.02% | No change | 5,754 | $276K |
| KFG Wealth Management, LLC | 0.03% | Add +0.4% | 5,447 | $261K |
| Vistica Wealth Advisors, LLC | 0.26% | New | 5,435 | $261K |
| Factor Wealth Management LTD | 0.05% | No change | 5,320 | $255K |
| Csenge Advisory Group | 0.01% | Reduce -5.3% | 5,311 | $255K |
| Hanover Advisors Inc. | 0.10% | No change | 5,267 | $252K |
| Arkadios Wealth Advisors | 0.00% | New | 5,218 | $250K |
| Quantinno Capital Management LP | 0.00% | New | 5,137 | $246K |
| Apollon Financial, LLC | 0.03% | New | 5,126 | $246K |
| US Bancorp \de | 0.00% | Reduce -27.1% | 4,566 | $219K |
| Navigoe, LLC | 0.12% | Add +5.6% | 4,309 | $206K |
| Advisory Services Network, LLC | 0.00% | New | 3,442 | $165K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.6% | 3,326 | $159K |
| Operose Advisors LLC | 0.04% | Add +0.6% | 3,227 | $155K |
| Blueline Advisors LLC | 0.12% | Add +32.9% | 3,140 | $151K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +3.8% | 2,959 | $142K |
| Medallion Wealth Advisors, LLC | 0.04% | Add +9.6% | 2,503 | $120K |
| UMB Bank, n.a. | 0.00% | New | 2,191 | $105K |
| Harbour Investments, Inc. | 0.00% | New | 1,841 | $88K |
| Nemes Rush Group LLC | 0.01% | Add +0.6% | 1,656 | $79K |
| Cwm, LLC | 0.00% | Add +11.9% | 1,354 | $65K |
| City State Bank | 0.01% | No change | 1,038 | $50K |
| Rossby Financial, LCC | 0.01% | Add +922.9% | 716 | $34K |
| SJS Investment Consulting Inc. | 0.00% | Add +2.9% | 710 | $34K |
| Parallel Advisors, LLC | 0.00% | Add +0.4% | 477 | $23K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 412 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.6% | 318 | $15K |
| Tradewinds Capital Management, LLC | 0.00% | Add +0.6% | 315 | $15K |
| RHL Group, LLC | 0.01% | Reduce -45.6% | 258 | $12K |
| Larson Financial Group LLC | 0.00% | No change | 125 | $6K |
| PNC Financial Services Group, Inc. | 0.00% | New | 98 | $5K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 46 | $2K |
| AE Wealth Management LLC | 0.00% | Reduce -82.6% | 24 | $1K |
"% of holder's portfolio" is DFNM's weight in each manager's 13F, not the share of Dimensional National Muni BD the manager owns.