DIMENSIONAL NATIONAL MUNI BD (DFNM) Institutional Shareholders
DIMENSIONAL NATIONAL MUNI BD (DFNM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.84B in DFNM holdings during the latest filing period.
Focus Partners Wealth is currently the largest disclosed institutional shareholder of DFNM tracked by InsiderSet, reporting ownership valued at approximately $202.35M in its March 31, 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 $202.04M, representing an estimated loss of -0.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% 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
281
Total Reported Value
$1.84B
Largest Holder
Focus Partners Wealth
Largest Position
$202.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
31
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | 0.23% | 4,221,880 | $202,354,727 | $202,038,067 | -$316,660 | -0.16% | |
| Truepoint, Inc. | 3.24% | 3,211,719 | $155,238,445 | $153,696,813 | -$1,541,632 | -0.99% | |
| Focus Partners Advisor Solutions, Llc | 0.67% | 1,646,788 | $79,597,501 | $78,807,040 | -$790,461 | -0.99% | |
| Apella Capital, Llc | 1.09% | 1,590,906 | $76,813,732 | $76,132,807 | -$680,925 | -0.89% | |
| Foster Group, Inc. | 1.91% | 1,483,405 | $71,700,382 | $70,988,346 | -$712,036 | -0.99% | |
| Symmetry Partners, Llc | 3.17% | 1,285,613 | $62,140,107 | $61,523,010 | -$617,097 | -0.99% | |
| Geowealth Management, Llc | 1.60% | 1,055,345 | $51,010,134 | $50,503,535 | -$506,599 | -0.99% | |
| Sequoia Financial Advisors | 0.22% | 896,162 | $43,316,012 | $42,885,833 | -$430,179 | -0.99% | |
| Rather & Kittrell, Inc. | 6.61% | 894,173 | $42,857,721 | $42,790,649 | -$67,072 | -0.16% | |
| Beaird Harris Wealth Management, Llc | 2.41% | 796,384 | $38,493,235 | $38,110,956 | -$382,279 | -0.99% | |
| Pathstone Holdings, Llc | 0.15% | 788,243 | $37,780,485 | $37,721,369 | -$59,116 | -0.16% | |
| Mbl Wealth, Llc | 2.57% | 776,501 | $37,532,177 | $37,159,455 | -$372,722 | -0.99% | |
| Awm Capital, Llc | 2.81% | 725,052 | $35,045,388 | $34,697,363 | -$348,025 | -0.99% | |
| Commonwealth Equity Services, Llc | 0.04% | 672,029 | $32,482,520 | $32,159,948 | -$322,572 | -0.99% | |
| Ram Investment Partners, Llc | 4.51% | 583,595 | $28,208,065 | $27,927,939 | -$280,126 | -0.99% | |
| Lpl Financial Llc | 0.01% | 578,747 | $27,973,751 | $27,695,938 | -$277,813 | -0.99% | |
| Graves Light Lenhart Wealth, Inc. | 2.51% | 556,651 | $26,905,719 | $26,638,534 | -$267,185 | -0.99% | |
| Mattern Wealth Management Llc | 4.35% | 548,877 | $26,529,970 | $26,266,509 | -$263,461 | -0.99% | |
| Waterford Advisors, Llc | 8.09% | 536,335 | $25,492,011 | $25,666,311 | +$174,300 | +0.68% | |
| Aspiriant, Llc | 0.52% | 432,596 | $20,909,528 | $20,701,882 | -$207,646 | -0.99% | |
| Hfm Investment Advisors, Llc | 7.27% | 428,712 | $20,721,841 | $20,516,013 | -$205,828 | -0.99% | |
| Bank Of America Corp | 0.00% | 418,517 | $20,059,520 | $20,028,131 | -$31,389 | -0.16% | |
| Austin Wealth Management, Llc | 3.71% | 364,914 | $17,548,714 | $17,462,959 | -$85,755 | -0.49% | |
| Vestment Financial Llc | 7.61% | 351,964 | $16,975,214 | $16,843,237 | -$131,977 | -0.78% | |
| Assetmark, Inc | 0.03% | 350,598 | $16,946,149 | $16,777,867 | -$168,282 | -0.99% | |
| Yardley Wealth Management Llc | 7.21% | 328,185 | $15,862,824 | $15,705,293 | -$157,531 | -0.99% | |
| Wheelhouse Advisory Group Llc | 4.34% | 318,359 | $15,387,874 | $15,235,070 | -$152,804 | -0.99% | |
| Savant Capital, Llc | 0.07% | 310,743 | $14,893,934 | $14,870,606 | -$23,328 | -0.16% | |
| Hightower Advisors, Llc | 0.01% | 290,185 | $14,026,074 | $13,886,803 | -$139,271 | -0.99% | |
| Resonant Capital Advisors, Llc | 0.65% | 280,894 | $13,577,025 | $13,442,182 | -$134,843 | -0.99% | |
| Brady Martz Wealth Solutions, Llc | 1.99% | 272,899 | $13,190,574 | $13,059,582 | -$130,992 | -0.99% | |
| Strathmore Capital Advisors, Inc. | 3.70% | 270,876 | $13,084,138 | $12,962,771 | -$121,367 | -0.93% | |
| Dopkins Wealth Management, Llc | 4.35% | 247,398 | $11,957,969 | $11,839,231 | -$118,738 | -0.99% | |
| Vested Financial Planning, Llc | 7.96% | 245,079 | $11,845,901 | $11,728,256 | -$117,645 | -0.99% | |
| Allworth Financial Lp | 0.04% | 227,614 | $10,909,546 | $10,892,468 | -$17,078 | -0.16% | |
| West Financial Advisors, Llc | 1.58% | 215,661 | $10,423,975 | $10,320,457 | -$103,518 | -0.99% | |
| Entrewealth, Llc | 4.59% | 213,809 | $10,247,869 | $10,231,830 | -$16,039 | -0.16% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 212,330 | $10,240,676 | $10,161,052 | -$79,624 | -0.78% | |
| 55 North Private Wealth, Llc | 2.01% | 211,718 | $10,233,366 | $10,131,765 | -$101,601 | -0.99% | |
| Envestnet Asset Management Inc | 0.00% | 203,458 | $9,834,166 | $9,736,483 | -$97,683 | -0.99% | |
| Integrated Wealth Concepts Llc | 0.08% | 204,700 | $9,811,279 | $9,795,919 | -$15,361 | -0.16% | |
| Johnson Wealth Management, Llc | 2.34% | 202,763 | $9,769,983 | $9,703,223 | -$66,760 | -0.68% | |
| Plancorp, Llc | 0.24% | 201,949 | $9,735,959 | $9,664,269 | -$71,690 | -0.74% | |
| Citrine Capital Llc | 3.59% | 200,893 | $9,710,173 | $9,613,735 | -$96,438 | -0.99% | |
| Guardian Wealth Management, Llc | 2.68% | 198,012 | $9,570,895 | $9,475,864 | -$95,031 | -0.99% | |
| 25 Llc | 2.59% | 195,416 | $9,445,434 | $9,351,633 | -$93,801 | -0.99% | |
| Confluence Investment Management Llc | 0.14% | 189,628 | $9,165,669 | $9,074,648 | -$91,021 | -0.99% | |
| Porter White Investment Advisors, Inc. | 3.29% | 176,591 | $8,535,506 | $8,450,762 | -$84,744 | -0.99% | |
| Forza Wealth Management, Llc | 2.58% | 174,200 | $8,419,957 | $8,336,341 | -$83,616 | -0.99% | |
| Compass Financial Group, Inc. | 3.36% | 164,506 | $7,951,397 | $7,872,435 | -$78,962 | -0.99% |
Frequently asked questions about DFNM
Who owns the most DFNM stock?
The largest holders of DFNM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIMENSIONAL NATIONAL MUNI BD (DFNM).
Is DFNM widely held by superinvestors?
Many widely followed stocks like DFNM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFNM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.