DFNM Institutional Ownership & Shareholders
DIMENSIONAL NATIONAL MUNI BD (DFNM) is currently held by 290 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.89B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Focus Partners Wealth is currently the largest disclosed institutional shareholder of DFNM tracked by InsiderSet, reporting ownership valued at approximately $245.04M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $239.39M, representing an estimated loss of -2.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% of the total disclosed DFNM value among the investors covered in this analysis. Major shareholders include Focus Partners Wealth, Truepoint, Inc., Focus Partners Advisor Solutions, Llc, and several other long-term asset managers with concentrated positions in DIMENSIONAL NATIONAL MUNI BD (DFNM).
This page ranks the largest institutional DFNM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
34
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | 0.25% | 5,069,659 | $245,041,958 | $239,389,298 | -$5,652,660 | -2.31% | |
| Truepoint, Inc. | 3.24% | 3,211,719 | $155,238,445 | $151,657,371 | -$3,581,074 | -2.31% | |
| Focus Partners Advisor Solutions, Llc | 0.67% | 1,646,788 | $79,597,501 | $77,761,329 | -$1,836,172 | -2.31% | |
| Apella Capital, Llc | 0.99% | 1,690,582 | $77,885,128 | $79,829,282 | +$1,944,154 | +2.50% | |
| Foster Group, Inc. | 1.65% | 1,317,383 | $60,639,139 | $62,206,825 | +$1,567,686 | +2.59% | |
| Symmetry Partners, Llc | 2.85% | 1,211,730 | $55,775,932 | $57,217,891 | +$1,441,959 | +2.59% | |
| Awm Capital, Llc | 3.65% | 1,127,167 | $51,883,528 | $53,224,826 | +$1,341,298 | +2.59% | |
| Geowealth Management, Llc | 1.60% | 1,055,345 | $51,010,134 | $49,833,391 | -$1,176,743 | -2.31% | |
| Rather & Kittrell, Inc. | 6.34% | 939,121 | $45,392,446 | $44,345,294 | -$1,047,152 | -2.31% | |
| Sequoia Financial Advisors | 0.22% | 896,162 | $43,316,012 | $42,316,770 | -$999,242 | -2.31% | |
| Beaird Harris Wealth Management, Llc | 2.41% | 796,384 | $38,493,235 | $37,605,252 | -$887,983 | -2.31% | |
| Mbl Wealth, Llc | 2.29% | 832,678 | $38,328,169 | $39,319,055 | +$990,886 | +2.59% | |
| Pathstone Holdings, Llc | 0.15% | 788,243 | $37,780,485 | $37,220,834 | -$559,651 | -1.48% | |
| Waterford Advisors, Llc | 7.85% | 545,339 | $28,772,062 | $25,750,908 | -$3,021,154 | -10.50% | |
| Graves Light Lenhart Wealth, Inc. | 2.64% | 612,276 | $28,183,087 | $28,911,673 | +$728,586 | +2.59% | |
| Lpl Financial Llc | 0.01% | 578,747 | $27,973,751 | $27,328,433 | -$645,318 | -2.31% | |
| Mattern Wealth Management Llc | 4.35% | 548,877 | $26,529,970 | $25,917,972 | -$611,998 | -2.31% | |
| Commonwealth Equity Services, Llc | 0.03% | 550,976 | $25,361,430 | $26,017,087 | +$655,657 | +2.59% | |
| Bank Of America Corp | 0.00% | 481,181 | $23,257,884 | $22,721,367 | -$536,517 | -2.31% | |
| Hfm Investment Advisors, Llc | 7.27% | 428,712 | $20,721,841 | $20,243,781 | -$478,060 | -2.31% | |
| Aspiriant, Llc | 0.50% | 443,046 | $20,393,407 | $20,920,632 | +$527,225 | +2.59% | |
| Vestment Financial Llc | 8.32% | 402,565 | $18,616,628 | $19,009,119 | +$392,491 | +2.11% | |
| Assetmark, Inc | 0.03% | 402,629 | $18,532,998 | $19,012,141 | +$479,143 | +2.59% | |
| Savant Capital, Llc | 0.05% | 376,015 | $18,167,663 | $17,755,428 | -$412,235 | -2.27% | |
| Austin Wealth Management, Llc | 3.71% | 364,914 | $17,548,714 | $17,231,239 | -$317,475 | -1.81% | |
| West Financial Advisors, Llc | 2.61% | 377,379 | $17,370,756 | $17,819,836 | +$449,080 | +2.59% | |
| Yardley Wealth Management Llc | 7.44% | 370,108 | $17,036,073 | $17,476,500 | +$440,427 | +2.59% | |
| Collective Family Office Llc | 3.31% | 348,740 | $16,052,502 | $16,467,503 | +$415,001 | +2.59% | |
| Ram Investment Partners, Llc | 2.52% | 345,112 | $15,885,505 | $16,296,189 | +$410,684 | +2.59% | |
| Wheelhouse Advisory Group Llc | 4.06% | 333,834 | $15,366,360 | $15,763,641 | +$397,281 | +2.59% | |
| Brady Martz Wealth Solutions, Llc | 1.99% | 272,899 | $13,190,574 | $12,886,291 | -$304,283 | -2.31% | |
| Strathmore Capital Advisors, Inc. | 3.30% | 255,575 | $12,243,339 | $12,068,252 | -$175,088 | -1.43% | |
| Dopkins Wealth Management, Llc | 4.35% | 247,398 | $11,957,969 | $11,682,134 | -$275,835 | -2.31% | |
| Entrewealth, Llc | 4.19% | 255,371 | $11,754,746 | $12,058,619 | +$303,873 | +2.59% | |
| Allworth Financial Lp | 0.05% | 237,528 | $11,480,939 | $11,216,072 | -$264,867 | -2.31% | |
| Osaic Holdings, Inc. | 0.01% | 230,567 | $11,146,889 | $10,887,374 | -$259,515 | -2.33% | |
| Citrine Capital Llc | 3.66% | 236,525 | $10,887,238 | $11,168,711 | +$281,473 | +2.59% | |
| Guardian Wealth Management, Llc | 2.87% | 220,214 | $10,136,436 | $10,398,505 | +$262,069 | +2.59% | |
| Plancorp, Llc | 0.23% | 214,049 | $10,113,793 | $10,107,394 | -$6,399 | -0.06% | |
| Resonant Capital Advisors, Llc | 0.48% | 218,100 | $10,039,132 | $10,298,682 | +$259,550 | +2.59% | |
| Integrated Wealth Concepts Llc | 0.07% | 206,692 | $9,990,456 | $9,759,996 | -$230,460 | -2.31% | |
| Envestnet Asset Management Inc | 0.00% | 203,458 | $9,834,166 | $9,607,287 | -$226,879 | -2.31% | |
| 55 North Private Wealth, Llc | 1.79% | 207,573 | $9,554,574 | $9,801,597 | +$247,023 | +2.59% | |
| Vestia Personal Wealth Advisors | 3.58% | 205,326 | $9,451,153 | $9,695,494 | +$244,341 | +2.59% | |
| Mills Wealth Advisors Llc | 2.75% | 188,831 | $8,691,887 | $8,916,600 | +$224,713 | +2.59% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 185,047 | $8,530,667 | $8,737,919 | +$207,252 | +2.43% | |
| Confluence Investment Management Llc | 0.14% | 181,363 | $8,348,139 | $8,563,961 | +$215,822 | +2.59% | |
| Porter White Investment Advisors, Inc. | 5.09% | 178,249 | $8,204,824 | $8,416,918 | +$212,094 | +2.58% | |
| Concurrent Investment Advisors, Llc | 0.06% | 176,874 | $8,141,499 | $8,351,990 | +$210,491 | +2.59% | |
| 25 Llc | 2.22% | 176,569 | $8,127,468 | $8,337,588 | +$210,120 | +2.59% |
Frequently asked questions about DFNM
Who are the largest institutional holders of DFNM?
The largest institutional holders of DFNM reported in the latest SEC Form 13F filings include Focus Partners Wealth, Truepoint, Inc., Focus Partners Advisor Solutions, Llc, Apella Capital, Llc, and Foster Group, Inc.. InsiderSet ranks institutional holders by their latest reported DFNM position.
What is DFNM institutional ownership?
This page tracks DFNM positions reported by institutional investment managers through SEC Form 13F. DIMENSIONAL NATIONAL MUNI BD (DFNM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFNM?
InsiderSet currently tracks 290 institutional managers reporting DFNM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFNM shareholders.
How much DFNM stock do institutions own?
Institutional investment managers disclosed approximately $1.89B in DFNM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFNM institutional ownership last updated?
The latest DFNM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFNM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFNM position after the reporting date.
Are institutions buying or selling DFNM?
Institutional buying and selling can be analyzed by comparing DFNM positions across consecutive 13F reporting periods. InsiderSet's DFNM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFNM ownership changes.
How has DFNM institutional ownership changed over time?
InsiderSet tracks DFNM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.