Dimensional National Municipal Bond ETF (DFNM)

ETF ยท NYSE Arca

Dimensional National Municipal Bond ETF (DFNM) is an exchange-traded fund listed on NYSE Arca, where it has traded since November 15, 2021.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
November 15, 2021

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 293 institutions reported holding DFNM, with 40.2 million shares worth $1.9 billion in aggregate. The largest reported holder was Focus Partners Wealth, with 5.1 million shares worth $245.0 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.

InstitutionSharesValueQuarter change
Focus Partners Wealth5,069,659$245MAdded 20.08%
Truepoint3,211,719$155MAdded 3.75%
Focus Partners Advisor Solutions1,646,788$80MAdded 36.85%
Apella Capital1,590,906$77MAdded 20.51%
Foster Group1,483,405$72MAdded 1.59%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is DFNM?

Dimensional National Municipal Bond ETF (DFNM) is an exchange-traded fund listed on NYSE Arca, where it has traded since November 15, 2021.

Who are the largest institutional holders of DFNM?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of DFNM were Focus Partners Wealth, Truepoint and Focus Partners Advisor Solutions.

How many institutions own DFNM?

293 institutions reported a position in DFNM for the quarter ended June 30, 2026, worth $1.9 billion in total.

Did institutions buy or sell DFNM last quarter?

Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for DFNM.

Every reported institutional holder, plus insider and congressional trades in DFNM, on SentiSense.