DIMENSIONAL NATIONAL MUNI BD DFNM
$48.35
+0.0% 52w: $45.86 – $48.35
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data45.8647.1048.35
Jun 20, 2025 Jul 2, 2026
Institutional holders
275
+2 QoQ
13F value
$1.75B
+8.2% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DFNM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Focus Partners Wealth | Wealth advisor | 4.2M | $202.4M | 0.2% | +15.3% |
| Truepoint, Inc. | Wealth advisor | 3.1M | $148.4M | 3.3% | +4.1% |
| Foster Group, Inc. | Wealth advisor | 1.5M | $70.0M | 2.1% | -0.4% |
| Apella Capital, LLC | Wealth advisor | 1.3M | $63.9M | 0.9% | +93.6% |
| Symmetry Partners, LLC | Wealth advisor | 1.3M | $63.1M | 3.6% | -0.7% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 1.2M | $57.5M | 0.6% | +14206.9% |
| Rather & Kittrell, Inc. | Wealth advisor | 894.2K | $42.9M | 6.6% | +6.8% |
| GeoWealth Management, LLC | Wealth advisor | 881.1K | $42.2M | 1.5% | -0.2% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 880.0K | $42.2M | 0.2% | +3.5% |
| Beaird Harris Wealth Management, LLC | Wealth advisor | 795.7K | $38.1M | 2.6% | -6.2% |
| Pathstone Holdings, LLC | Diversified mechanical | 788.2K | $37.8M | 0.2% | -2.1% |
| MBL Wealth, LLC | Wealth advisor | 739.7K | $35.5M | 2.7% | +4.6% |
| AWM CAPITAL, LLC | Wealth advisor | 718.5K | $34.4M | 3.1% | +2.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 653.4K | $31.3M | 0.0% | +6.7% |
| HighTower Advisors, LLC | Diversified mechanical | 589.4K | $28.3M | 0.0% | -15.4% |
| Waterford Advisors, LLC | Wealth advisor | 536.3K | $25.5M | 8.1% | +1.7% |
| Mattern Wealth Management LLC | Wealth advisor | 530.2K | $25.4M | 5.0% | -0.2% |
| LPL Financial LLC | Bank broker | 518.6K | $24.9M | 0.0% | +8.3% |
| RAM Investment Partners, LLC | Wealth advisor | 516.4K | $24.8M | 4.3% | +1.4% |
| Graves Light Lenhart Wealth, Inc. | Wealth advisor | 482.8K | $23.1M | 2.4% | +33.4% |
| ASPIRIANT, LLC | Wealth advisor | 428.7K | $20.5M | 0.6% | +7.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 418.5K | $20.1M | 0.0% | +16.1% |
| HFM Investment Advisors, LLC | Wealth advisor | 358.2K | $17.2M | 6.6% | -2.3% |
| ASSETMARK, INC | Wealth advisor | 332.6K | $15.9M | 0.0% | -2.6% |
| Austin Wealth Management, LLC | Wealth advisor | 327.3K | $15.7M | 3.6% | -37.2% |
| Vestment Financial LLC | Wealth advisor | 320.5K | $15.5M | 7.3% | +12.6% |
| Yardley Wealth Management LLC | Wealth advisor | 320.6K | $15.4M | 7.9% | +6.0% |
| Savant Capital, LLC | Wealth advisor | 310.7K | $14.9M | 0.1% | -40.7% |
| Wheelhouse Advisory Group LLC | Wealth advisor | 276.9K | $13.3M | 4.4% | +22.1% |
| Strathmore Capital Advisors, Inc. | Wealth advisor | 270.9K | $13.1M | 3.7% | -6.3% |
| Resonant Capital Advisors, LLC | Wealth advisor | 270.4K | $13.0M | 0.7% | -5.5% |
| Brady Martz Wealth Solutions, LLC | Wealth advisor | 247.7K | $11.9M | 2.0% | +24.4% |
| DOPKINS WEALTH MANAGEMENT, LLC | Wealth advisor | 239.9K | $11.5M | 4.6% | +9.4% |
| Allworth Financial LP | Wealth advisor | 227.6K | $10.9M | 0.0% | +74.6% |
| ENTREWEALTH, LLC | Wealth advisor | 213.8K | $10.2M | 4.6% | +5.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 208.4K | $10.0M | 0.0% | -39.6% |
| 25 LLC | Wealth advisor | 208.1K | $10.0M | 3.1% | +2.7% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Other | 205.4K | $9.8M | 0.2% | -2.0% |
| Integrated Wealth Concepts LLC | Wealth advisor | 204.7K | $9.8M | 0.1% | +7.4% |
| Vested Financial Planning, LLC | Wealth advisor | 202.6K | $9.7M | 7.4% | -0.8% |
| West Financial Advisors, LLC | Wealth advisor | 201.9K | $9.7M | 1.6% | +6.4% |
| Citrine Capital LLC | Wealth advisor | 192.9K | $9.2M | 4.0% | +15.8% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 192.2K | $9.2M | 0.1% | New |
| Guardian Wealth Management, LLC | Wealth advisor | 186.9K | $9.0M | 2.7% | +25.9% |
| Plancorp, LLC | Wealth advisor | 175.9K | $8.5M | 0.2% | +0.4% |
| Porter White Investment Advisors, Inc. | Wealth advisor | 170.0K | $8.1M | 3.3% | +0.6% |
| RW Investment Management LLC | Wealth advisor | 165.9K | $7.9M | 0.8% | — |
| Compass Financial Group, Inc. | Wealth advisor | 165.4K | $7.9M | 3.6% | -0.6% |
| Optimus Capital Advisors, LLC | Wealth advisor | 151.3K | $7.3M | 4.3% | +0.6% |
| VESTIA PERSONAL WEALTH ADVISORS | Wealth advisor | 147.8K | $7.1M | 3.3% | +7.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.