Dimensional National Muni BDDFNMETF
13F holders, Q2 2026 (June 30)294holders +18
23new positions
8sold out
$48.38avg. 13F price*
At the end of Q2 2026, 294 institutions reported holding Dimensional National Muni BD (DFNM) in their 13F filings, up 18 from Q1 2026. 23 opened new positions and 8 sold out. The largest holders were Focus Partners Wealth ($245.0M), Truepoint, Inc. ($155.2M) and Focus Partners Advisor Solutions, LLC ($79.6M).
- Company
- Dimensional National Muni BD
- CUSIP
- 25434V849
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $11.8M |
| Exits | 8 | $3.7M |
All 13F filers, Q1 2026 → Q2 2026: 4,211,604 shares bought and 802,863 shares sold, net +3,408,741 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 294 holders
| Focus Partners Wealth | 0.25% | Add +20.1% | 5,069,659 | $245.0M |
| Truepoint, Inc. | 3.24% | Add +3.8% | 3,211,719 | $155.2M |
| Focus Partners Advisor Solutions, LLC | 0.67% | Add +36.9% | 1,646,788 | $79.6M |
| Apella Capital, LLC | 1.09% | Add +20.5% | 1,590,906 | $76.8M |
| Foster Group, Inc. | 1.91% | Add +1.6% | 1,483,405 | $71.7M |
| Symmetry Partners, LLC | 3.17% | Reduce -2.4% | 1,285,613 | $62.1M |
| GeoWealth Management, LLC | 1.60% | Add +19.8% | 1,055,345 | $51.0M |
| Rather & Kittrell, Inc. | 6.34% | Add +5.0% | 939,121 | $45.4M |
| Sequoia Financial Advisors, LLC | 0.22% | Add +1.8% | 896,162 | $43.3M |
| Pathstone Holdings, LLC | 0.11% | Add +2.6% | 808,791 | $39.1M |
| Beaird Harris Wealth Management, LLC | 2.41% | Add +0.1% | 796,384 | $38.5M |
| MBL Wealth, LLC | 2.57% | Add +5.0% | 776,501 | $37.5M |
| Awm Capital, LLC | 2.81% | Add +0.9% | 725,052 | $35.0M |
| Commonwealth Equity Services, LLC | 0.04% | Add +2.9% | 672,029 | $32.5M |
| Waterford Advisors, LLC | 7.85% | Add +1.7% | 545,339 | $28.8M |
| RAM Investment Partners, LLC | 4.51% | Add +13.0% | 583,595 | $28.2M |
| LPL Financial LLC | 0.01% | Add +11.6% | 578,747 | $28.0M |
| Graves Light Lenhart Wealth, Inc. | 2.51% | Add +15.3% | 556,651 | $26.9M |
| Mattern Wealth Management LLC | 4.35% | Add +3.5% | 548,877 | $26.5M |
| Bank of America Corp. | 0.00% | Add +15.0% | 481,181 | $23.3M |
| Aspiriant, LLC | 0.52% | Add +0.9% | 432,596 | $20.9M |
| HFM Investment Advisors, LLC | 7.27% | Add +19.7% | 428,712 | $20.7M |
| Savant Capital, LLC | 0.05% | Add +21.0% | 376,015 | $18.2M |
| Austin Wealth Management, LLC | 3.71% | Add +11.5% | 364,914 | $17.5M |
| Vestment Financial LLC | 7.61% | Add +9.8% | 351,964 | $17.0M |
| Assetmark, Inc. | 0.03% | Add +5.4% | 350,598 | $16.9M |
| Yardley Wealth Management LLC | 7.21% | Add +2.4% | 328,185 | $15.9M |
| Wheelhouse Advisory Group LLC | 4.34% | Add +14.9% | 318,359 | $15.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -50.8% | 290,185 | $14.0M |
| Resonant Capital Advisors, LLC | 0.65% | Add +3.9% | 280,894 | $13.6M |
| Brady Martz Wealth Solutions, LLC | 1.99% | Add +10.2% | 272,899 | $13.2M |
| Strathmore Capital Advisors, Inc. | 3.30% | Reduce -5.7% | 255,575 | $12.2M |
| Dopkins Wealth Management, LLC | 4.35% | Add +3.1% | 247,398 | $12.0M |
| Vested Financial Planning, LLC | 7.96% | Add +20.9% | 245,079 | $11.8M |
| Allworth Financial LP | 0.05% | Add +4.4% | 237,528 | $11.5M |
| Entrewealth, LLC | 4.13% | Add +9.2% | 233,430 | $11.2M |
| Osaic Holdings, Inc. | 0.01% | Add +273.2% | 230,567 | $11.1M |
| West Financial Advisors, LLC | 1.58% | Add +6.8% | 215,661 | $10.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +1.9% | 212,330 | $10.2M |
| 55 North Private Wealth, LLC | 2.01% | Add +78.4% | 211,718 | $10.2M |
| Integrated Wealth Concepts LLC | 0.07% | Add +1.0% | 206,692 | $10.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +46.8% | 203,458 | $9.8M |
| Plancorp, LLC | 0.24% | Add +14.8% | 201,949 | $9.7M |
| Citrine Capital LLC | 3.59% | Add +4.2% | 200,893 | $9.7M |
| Guardian Wealth Management, LLC | 2.68% | Add +6.0% | 198,012 | $9.6M |
| 25 LLC | 2.59% | Reduce -6.1% | 195,416 | $9.4M |
| Confluence Investment Management LLC | 0.14% | Reduce -7.7% | 189,628 | $9.2M |
| Outbound Financial Inc | 5.90% | Add +12.2% | 188,504 | $9.1M |
| Vestia Personal Wealth Advisors | 3.36% | Add +20.6% | 178,237 | $8.6M |
| Porter White Investment Advisors, Inc. | 3.29% | Add +3.9% | 176,591 | $8.5M |
| Forza Wealth Management, LLC | 2.58% | Add +78.7% | 174,200 | $8.4M |
| Compass Financial Group, Inc. | 3.36% | Reduce -0.5% | 164,506 | $8.0M |
| RW Investment Management LLC | 0.70% | Reduce -1.0% | 164,205 | $7.9M |
| Mills Wealth Advisors LLC | 2.50% | Add +26.4% | 164,031 | $7.9M |
| Concurrent Investment Advisors, LLC | 0.07% | Reduce -15.4% | 162,601 | $7.9M |
| JPMorgan Chase & Co. | 0.00% | Add +13.1% | 153,321 | $7.4M |
| Optimus Capital Advisors, LLC | 3.95% | Add +0.7% | 152,320 | $7.4M |
| Core Wealth Management, Inc. | 2.05% | Add +8.9% | 150,593 | $7.3M |
| Maryland Capital Advisors Inc. | 2.31% | — | 149,261 | $7.2M |
| United Wealth Management, LLC | 1.50% | Add +3.8% | 138,321 | $6.7M |
| Collective Family Office LLC | 1.20% | Add +4.6% | 121,903 | $5.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +35.0% | 119,155 | $5.8M |
| Kings Path Partners LLC | 1.52% | Add +360.7% | 118,323 | $5.7M |
| Johnson Wealth Management, LLC | 2.39% | Add +1.1% | 116,659 | $5.6M |
| BCO Wealth Management LLC | 2.96% | Add +3.6% | 112,137 | $5.4M |
| Verus Financial Partners, Inc. | 0.45% | Add +13.1% | 108,310 | $5.2M |
| Root Financial Partners, LLC | 0.20% | Add +40.0% | 107,262 | $5.2M |
| Tillman Hartley LLC | 1.15% | Add +4.1% | 106,022 | $5.1M |
| Sentinel Wealth Management, Inc. | 3.50% | Reduce -0.2% | 102,659 | $5.0M |
| Mainsail Asset Management, LLC | 1.93% | Add +0.7% | 102,190 | $4.9M |
| American Investment Services, Inc. | 1.01% | Add +0.5% | 98,541 | $4.8M |
| Elequin Capital, LP | 0.76% | New | 91,480 | $4.4M |
| DiNuzzo Private Wealth, Inc. | 0.42% | Add +2.5% | 88,249 | $4.3M |
| Corient Private Wealth LP | 0.01% | Add +0.1% | 81,865 | $4.0M |
| Washington Trust Advisors, Inc. | 0.29% | Reduce -1.5% | 80,864 | $3.9M |
| Aurelius Family Office LLC | 1.54% | Add +16.0% | 80,663 | $3.9M |
| Wescott Financial Advisory Group, LLC | 0.30% | Reduce -1.2% | 79,330 | $3.8M |
| Vise Technologies, Inc. | 0.04% | Add +94.0% | 77,713 | $3.8M |
| Stifel Financial Corp. | 0.00% | Reduce -7.1% | 77,050 | $3.7M |
| MB Generational Wealth, LLC | 1.80% | Add +33.7% | 75,937 | $3.7M |
| Private Advisor Group, LLC | 0.02% | Add +27.6% | 75,612 | $3.7M |
| Quarry Hill Advisors, LLC | 1.40% | Add +10.6% | 75,101 | $3.6M |
| Aspen Wealth Management LLC | 0.62% | Reduce -28.1% | 75,033 | $3.6M |
| Vermillion Wealth Management, Inc. | 0.85% | Add +6.6% | 73,634 | $3.6M |
| Scratch Capital LLC | 1.69% | Reduce -4.2% | 70,456 | $3.4M |
| Baker Avenue Asset Management, LP | 0.06% | Add +9.5% | 69,540 | $3.4M |
| Modera Wealth Management, LLC | 0.04% | Reduce -2.4% | 69,130 | $3.3M |
| BWM Planning, LLC | 0.77% | Add +14.6% | 68,662 | $3.3M |
| Truist Financial Corp. | 0.00% | Add +2.1% | 68,393 | $3.3M |
| E-Wealth Partners, LLC | 2.35% | Reduce -30.9% | 67,295 | $3.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.15% | Reduce -8.1% | 64,324 | $3.1M |
| Jackson Thornton Wealth Management, LLC | 0.24% | Add +48.9% | 63,109 | $3.1M |
| Summit Wealth Group, LLC | 0.61% | Reduce -4.6% | 61,832 | $3.0M |
| Note Advisors, LLC | 1.29% | Add +6.5% | 61,502 | $3.0M |
| Tassel Capital Management, Inc. | 1.38% | Reduce -1.8% | 61,178 | $3.0M |
| Tandemgrowth Financial Advisors LLC | 2.41% | Reduce -1.5% | 61,130 | $3.0M |
| GEM Asset Management, LLC | 1.16% | Reduce -0.3% | 60,859 | $2.9M |
| Platform Wealth Management, LLC | 1.01% | — | 57,058 | $2.8M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +17.6% | 56,893 | $2.7M |
| Park Avenue Securities LLC | 0.02% | Add +23.4% | 56,114 | $2.7M |
| Aerodigm Wealth, LLC | 0.91% | Add +299.0% | 55,852 | $2.7M |
| Meredith Wealth Planning | 0.63% | Add +12.8% | 55,527 | $2.7M |
| FF Advisors,LLC | 1.00% | No change | 55,193 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +12.6% | 53,730 | $2.6M |
| Hiley Hunt Wealth Management | 0.99% | Add +0.3% | 51,890 | $2.5M |
| Waverly Advisors, LLC | 0.01% | Reduce -3.8% | 48,132 | $2.3M |
| Concord Wealth Partners | 0.26% | Add +5.7% | 46,690 | $2.3M |
| Heritage Wealth Management, Inc. | 1.10% | Add +20.1% | 45,500 | $2.2M |
| Sax Wealth Advisors, LLC | 0.09% | Add +9.4% | 45,084 | $2.2M |
| Warburton Capital Management, LLC | 0.87% | Add +1.9% | 44,170 | $2.1M |
| Legacy Financial Group, Inc. | 0.49% | Reduce -22.5% | 43,740 | $2.1M |
| Verisail Partners, LLC | 0.78% | Reduce -12.4% | 43,265 | $2.1M |
| XY Planning Network, Inc. | 0.26% | Add +31.7% | 43,086 | $2.1M |
| New Dimensions Wealth Management, LLC | 1.56% | Add +66.2% | 42,764 | $2.1M |
| Family Capital Management, Inc. | 0.80% | Add +9.8% | 42,470 | $2.1M |
| Timonier Family Office, LTD. | 0.55% | — | 40,389 | $2.0M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -3.6% | 40,153 | $1.9M |
| Sei Investments Co. | 0.00% | Add +11.3% | 39,913 | $1.9M |
| Shearwater Capital LLC | 0.92% | Reduce -9.8% | 39,791 | $1.9M |
| Pure Financial Advisors, LLC | 0.02% | Reduce -1.1% | 39,135 | $1.9M |
| Northwest Wealth Management, LLC | 0.25% | Add +3.8% | 38,489 | $1.9M |
| Farther Finance Advisors, LLC | 0.01% | Add +2.0% | 38,480 | $1.9M |
| Great Oak Capital Partners, LLC | 0.39% | Add +3.1% | 37,722 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +30.0% | 37,640 | $1.8M |
| Hartmann Taylor Wealth Management, LLC | 1.18% | No change | 37,250 | $1.8M |
| White Wing Wealth Management | 0.92% | Add +288.7% | 36,648 | $1.8M |
| SwitchPoint Financial Planning, LLC | 1.02% | Reduce -10.6% | 36,592 | $1.8M |
| Elevate Wealth Advisory, Inc. | 1.00% | Reduce -0.8% | 36,355 | $1.8M |
| Landmark Wealth Management, LLC | 0.41% | Reduce -3.1% | 35,723 | $1.7M |
| Penney Financial, LLC | 0.60% | Reduce -63.5% | 35,448 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Add +28.3% | 35,251 | $1.7M |
| Evanson Financial, LLC | 0.08% | — | 35,042 | $1.7M |
| OneDigital Investment Advisors LLC | 0.01% | Add +33.1% | 34,895 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +0.3% | 34,431 | $1.7M |
| Triune Financial Partners, LLC | 0.35% | Add +47.3% | 34,227 | $1.7M |
| Signature Resources Capital Management, LLC | 0.64% | Add +18.9% | 33,547 | $1.6M |
| Betterment LLC | 0.00% | Add +21.3% | 33,526 | $1.6M |
| IFP Advisors, Inc | 0.03% | Add +42.4% | 33,152 | $1.6M |
| Wheels Up Wealth, Inc. | 1.35% | Add +0.4% | 32,896 | $1.6M |
| Smartleaf Asset Management LLC | 0.05% | No change | 32,857 | $1.6M |
| One Capital Management, LLC | 0.04% | No change | 32,810 | $1.6M |
| Websterrogers Financial Advisors, LLC | 0.39% | Reduce -1.4% | 31,242 | $1.5M |
| WPWealth LLP | 0.22% | Add +7.2% | 30,480 | $1.5M |
| HB Wealth Management, LLC | 0.01% | Reduce -46.7% | 29,776 | $1.4M |
| One Degree Advisors Inc | 0.32% | Add +1.9% | 29,613 | $1.4M |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.5% | 29,183 | $1.4M |
| Mather Group, Llc. | 0.01% | Reduce -29.4% | 28,854 | $1.4M |
| Capstone Wealth Management, LLC | 0.65% | Add +17.4% | 28,842 | $1.4M |
| Kane Co Wealth Management, Inc. | 1.02% | Reduce -25.6% | 27,750 | $1.3M |
| Sterling Wealth Management, Inc. | 0.33% | Reduce -1.0% | 27,665 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +18.3% | 26,950 | $1.3M |
| Logan Stone Capital, LLC | 0.27% | New | 26,847 | $1.3M |
| Quantinno Capital Management LP | 0.00% | Add +417.0% | 26,560 | $1.3M |
| CogentBlue Wealth Advisors, LLC | 0.72% | Add +9.6% | 25,982 | $1.3M |
| Heffernan Advisory, Inc. | 1.05% | Add +4.2% | 25,930 | $1.3M |
| ArborFi Advisors, LLC | 0.89% | Add +22.9% | 25,521 | $1.2M |
| Claris Advisors, LLC / Mo / | 0.32% | Add +11.0% | 25,201 | $1.2M |
| Applied Capital LLC | 0.39% | Add +0.1% | 25,037 | $1.2M |
| Financial Plan, Inc. | 0.11% | Add +56.0% | 24,574 | $1.2M |
| Pacific Asset Management, LLC | 0.55% | Reduce -0.3% | 23,249 | $1.1M |
| BDFS Capital LLC | 0.49% | Add +82.1% | 23,230 | $1.1M |
| Blume Capital Management, Inc. | 0.16% | No change | 22,685 | $1.1M |
| Pioneer Wealth Management Group | 0.26% | New | 22,599 | $1.1M |
| Demming Financial Services Corp. | 0.69% | Reduce -26.0% | 22,552 | $1.1M |
| Investmark Advisory Group LLC | 0.41% | Add +0.0% | 22,255 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.00% | Add +2.3% | 21,455 | $1.0M |
| Vistica Wealth Advisors, LLC | 0.88% | Add +287.8% | 21,078 | $1.0M |
| Keb Asset Management, LLC | 0.16% | Add +3.2% | 20,491 | $990K |
| Aegis Wealth Management LLC | 0.46% | Add +14.0% | 20,400 | $986K |
| Cogent Private Wealth, Inc. | 0.60% | No change | 19,970 | $965K |
| Safeguard Investment Advisory Group, LLC | 0.22% | Add +6.9% | 19,697 | $952K |
| Sterling Wealth Advisors Inc | 0.51% | Add +2.1% | 19,508 | $943K |
| Cogent Strategic Wealth LLC | 0.88% | Add +22.5% | 19,198 | $928K |
| Partners in Financial Planning | 0.14% | Add +19.8% | 19,112 | $924K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.4% | 18,608 | $899K |
| Generations Wealth, LLC | 0.85% | Reduce -38.2% | 18,598 | $899K |
| Ponta Wealth Partners, LLC | 0.47% | Reduce -1.8% | 18,094 | $875K |
| Roberts Glore & Co. Inc. | 0.21% | No change | 17,735 | $857K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -48.9% | 17,254 | $834K |
| MML Investors Services, LLC | 0.00% | Add +35.5% | 17,081 | $826K |
| Phillips Financial Management, LLC | 0.06% | Reduce -17.8% | 16,913 | $818K |
| JP Wealth Management, Inc. | 0.51% | No change | 16,870 | $815K |
| JDH Wealth Management, LLC | 0.50% | Add +19.4% | 16,853 | $815K |
| Friday Financial | 0.22% | Add +21.1% | 16,717 | $807K |
| Crews Bank & Trust | 0.10% | No change | 15,683 | $758K |
| Physician Wealth Advisors, Inc. | 0.09% | Add +0.8% | 15,418 | $745K |
| &partners | 0.00% | No change | 15,402 | $744K |
| Disciplined Investments, LLC | 0.24% | Add +11.4% | 15,276 | $738K |
| Anson Capital, Inc. | 0.47% | Add +40.4% | 14,981 | $724K |
| HBE Wealth Management, LLC | 0.52% | New | 14,838 | $717K |
| Integrity Wealth Solutions LLC | 0.26% | Reduce -1.9% | 14,619 | $707K |
| Physician Wealth Solutions Inc. | 0.26% | Reduce -3.5% | 14,392 | $696K |
| SpringVest Wealth Management LLC | 0.41% | Add +18.3% | 13,458 | $650K |
| Fifth Third Bancorp | 0.00% | Reduce -9.8% | 13,011 | $629K |
| Integrated Wealthcare, LLC | 0.47% | Add +1.3% | 12,928 | $625K |
| Glass Jacobson Investment Advisors llc | 0.18% | Add +0.7% | 12,278 | $593K |
| Broadhurst Jeffrey B | 1.23% | Reduce -73.1% | 12,000 | $580K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Add +2.2% | 11,416 | $552K |
| Iowa State Bank | 0.09% | No change | 11,271 | $545K |
| Kaufman Rossin Wealth, LLC | 0.26% | Add +59.0% | 11,237 | $542K |
| Burk Holdings LLC | 0.20% | Add +19.0% | 11,011 | $532K |
| Western Wealth Management, LLC | 0.02% | No change | 10,900 | $527K |
| Jacobi Capital Management LLC | 0.03% | Add +0.7% | 10,872 | $525K |
| CVA Family Office, LLC | 0.05% | No change | 10,785 | $521K |
| Andrews, Lucia Wealth Management LLC | 0.27% | New | 10,779 | $521K |
| Copper Harbor Investment Advisors, LLC | 0.11% | — | 10,622 | $513K |
| Royal Bank of Canada | 0.00% | Add +30.9% | 10,570 | $511K |
| Burton Enright Welch | 0.06% | Add +3.4% | 10,525 | $509K |
| Foundations Investment Advisors, LLC | 0.01% | Add +22.4% | 10,502 | $508K |
| Beta Wealth Group, Inc. | 0.19% | Add +11.2% | 10,355 | $501K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +25.2% | 10,284 | $497K |
| Foundry Financial LLC | 0.16% | Reduce -1.1% | 10,068 | $487K |
| Life Planning Partners, Inc | 0.35% | Reduce -2.8% | 9,784 | $473K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -2.6% | 9,769 | $472K |
| Noble Wealth Partners LLC | 0.40% | — | 9,545 | $461K |
| Eldridge Investment Advisors, Inc. | 0.09% | Reduce -4.2% | 9,476 | $458K |
| DecisionPoint Financial, LLC | 0.08% | No change | 9,344 | $452K |
| Oath Planning, LLC | 0.33% | Add +26.8% | 9,276 | $448K |
| Aptus Capital Advisors, LLC | 0.00% | Add +10.0% | 9,005 | $435K |
| Acorn Wealth Advisors, LLC | 0.10% | Reduce -1.2% | 8,800 | $425K |
| Morgan Stanley | 0.00% | Add +0.0% | 8,734 | $422K |
| Forteris Wealth Management Inc. | 0.34% | Reduce -19.0% | 8,705 | $421K |
| Tableaux LLC | 0.18% | Reduce -11.7% | 8,702 | $421K |
| Beckerman Institutional, LLC | 0.20% | Reduce -8.5% | 8,698 | $420K |
| Vantage Point Financial LLC | 0.13% | Add +0.3% | 8,648 | $418K |
| Five Oceans Advisors | 0.13% | Reduce -10.6% | 8,605 | $416K |
| Legacy Capital Wealth Partners, LLC | 0.08% | Add +0.7% | 8,379 | $405K |
| Choreo, LLC | 0.00% | Reduce -0.4% | 8,331 | $403K |
| Savvy Advisors, Inc. | 0.01% | Add +7.5% | 8,045 | $389K |
| Rehmann Capital Advisory Group | 0.02% | No change | 8,021 | $388K |
| Squire Investment Management Company, LLC | 0.09% | Add +27.8% | 7,949 | $384K |
| Nuveen, LLC | 0.00% | New | 7,845 | $379K |
| Stewardship Advisors, LLC | 0.08% | New | 7,833 | $379K |
| Merit Financial Group, LLC | 0.00% | Reduce -0.3% | 7,646 | $370K |
| Merited Wealth, LLC | 0.26% | Reduce -39.3% | 7,594 | $367K |
| Avestar Capital, LLC | 0.02% | No change | 7,469 | $361K |
| Seaside Wealth Management, Inc. | 0.09% | Add +24.3% | 7,396 | $358K |
| IFG Advisory, LLC | 0.01% | New | 7,321 | $354K |
| Inspire Advisors, LLC | 0.02% | Add +0.7% | 7,295 | $353K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 7,258 | $351K |
| Arkadios Wealth Advisors | 0.01% | Add +38.5% | 7,227 | $349K |
| V2 Financial group LLC | 0.13% | New | 6,961 | $336K |
| Red Lighthouse Investment Management, LLC | 0.10% | Add +12.6% | 6,912 | $334K |
| Investment Advisory Group, LLC | 0.07% | Add +10.0% | 6,815 | $329K |
| Midwest Trust Co | 0.00% | Reduce -1.6% | 6,769 | $327K |
| Strategic Investment Solutions, Inc. | 0.07% | Reduce -4.5% | 6,627 | $320K |
| Colonial Trust Co / SC | 0.04% | Reduce -1.3% | 6,375 | $308K |
| Oceanside Advisors LLC | 0.16% | Reduce -16.9% | 6,371 | $308K |
| Pinnacle Financial Group, LLC / IL | 0.07% | No change | 6,230 | $301K |
| Leading Edge Financial Planning LLC | 0.05% | New | 6,163 | $298K |
| Verus Capital Partners, LLC | 0.02% | Add +2.9% | 6,073 | $294K |
| Argent Trust Co | 0.01% | No change | 6,000 | $290K |
| Envision Financial Planning, LLC | 0.09% | Add +0.9% | 5,935 | $287K |
| IHT Wealth Management, LLC | 0.01% | New | 5,795 | $280K |
| Level Financial Advisors | 0.06% | No change | 5,775 | $279K |
| Creative Capital Management Investments LLC | 0.06% | Reduce -20.5% | 5,732 | $277K |
| Apollon Financial, LLC | 0.03% | Add +11.5% | 5,715 | $276K |
| KFG Wealth Management, LLC | 0.03% | Add +0.5% | 5,472 | $264K |
| Csenge Advisory Group | 0.01% | Add +3.0% | 5,470 | $264K |
| Vigil Wealth Management, LLC | 0.18% | New | 5,315 | $257K |
| Hanover Advisors Inc. | 0.09% | No change | 5,267 | $255K |
| Birch Financial Group, LLC | 0.13% | New | 5,133 | $248K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.06% | New | 4,741 | $229K |
| US Bancorp \de | 0.00% | No change | 4,566 | $221K |
| Trajan Wealth LLC | 0.01% | New | 4,505 | $218K |
| Creative Planning | 0.00% | New | 4,440 | $215K |
| Navigoe, LLC | 0.11% | No change | 4,309 | $208K |
| Blueline Advisors LLC | 0.13% | Add +22.6% | 3,850 | $186K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Add +20.2% | 3,557 | $172K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.7% | 3,350 | $162K |
| Innovative Asset Advisors Group, LLC | 0.07% | New | 3,258 | $157K |
| Medallion Wealth Advisors, LLC | 0.04% | Add +3.0% | 2,577 | $125K |
| Global Retirement Partners, LLC | 0.00% | — | 2,150 | $104K |
| Harbour Investments, Inc. | 0.00% | No change | 1,841 | $89K |
| Nemes Rush Group LLC | 0.01% | Add +0.7% | 1,668 | $81K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,482 | $72K |
| City State Bank | 0.01% | Add +0.1% | 1,039 | $50K |
| SJS Investment Consulting Inc. | 0.00% | No change | 710 | $34K |
| Rossby Financial, LCC | 0.01% | Reduce -6.3% | 671 | $32K |
| Parallel Advisors, LLC | 0.00% | Add +0.8% | 481 | $23K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 412 | $20K |
| Flagship Wealth Advisors, LLC | 0.00% | New | 391 | $19K |
| AdvisorNet Financial, Inc | 0.00% | No change | 318 | $15K |
| Tradewinds Capital Management, LLC | 0.00% | Add +0.6% | 317 | $15K |
| RHL Group, LLC | 0.01% | Add +0.8% | 260 | $12K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 202 | $10K |
| Larson Financial Group LLC | 0.00% | Add +24.0% | 155 | $7K |
| Fiduciary Financial Advisors | 0.00% | New | 119 | $6K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 98 | $5K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +6.5% | 49 | $2K |
| AE Wealth Management LLC | 0.00% | No change | 24 | $1K |
| UBS Group AG | 0.00% | New | 10 | $483 |
| Oakworth Capital, Inc. | 0.00% | New | 1 | $48 |
| Operose Advisors LLC | 0.00% | Reduce -100.0% | 1 | $1 |
"% of holder's portfolio" is DFNM's weight in each manager's 13F, not the share of Dimensional National Muni BD the manager owns.