DIMENSIONAL NATIONAL MUNI BD (DFNM) Institutional Ownership and Insiders Activity

DIMENSIONAL NATIONAL MUNI BD (DFNM) is widely held by institutional investors, with 1 tracked firm reporting positions valued at approximately $42.18M based on SEC Form 13F filings for the quarter ended March 31, 2026.

Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $42.18M in DFNM holdings in its latest filing.

Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.