DIMENSIONAL NATIONAL MUNI BD (DFNM) Institutional Ownership and Insiders Activity
DIMENSIONAL NATIONAL MUNI BD (DFNM) is widely held by institutional investors, with 290 firms reporting positions valued at approximately $1.89B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Focus Partners Wealth is the largest disclosed holder, reporting approximately $245.04M in DFNM holdings in its latest filing.
Institutional Holders
290
Total Reported Value
$1.89B
Largest Holder
Focus Partners Wealth
Largest Position
$245.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
Funds Exiting Positions
19
Top Institutional Owners
View allInvestorReported Balance
- Focus Partners Wealth$245.04M
- Truepoint, Inc.$155.24M
- Focus Partners Advisor Solutions, Llc$79.60M
- Apella Capital, Llc$77.89M
- Foster Group, Inc.$60.64M
DFNM News
All news- Forza Wealth Management Q2 2026: Strategic ETF Purchases and Gold Holdings
Jul 19, 2026 · valut.ai
- Yardley Wealth Management Llc Portfolio Activity in Q2 2026
Jul 18, 2026 · valut.ai
- Quarterly Portfolio Activity Report: Porter White Investment Advisors Inc.
Jul 18, 2026 · valut.ai
- Dopkins Wealth Management Q2 2026 Portfolio Activity
Jul 16, 2026 · valut.ai