Who Owns DFA Dimensional National Municipal Bond ETF (DFNM)? -- Institutional Holders (2026-06-30)

303 institutions reported holding $1.95B of DFA Dimensional National Municipal Bond ETF (DFNM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Focus Partners Wealth ($245.0M), Truepoint, Inc. ($155.2M), Focus Partners Advisor Solutions, LLC ($79.6M), Apella Capital, LLC ($76.8M), Foster Group, Inc. ($71.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Focus Partners Wealth	$245.0M	5.1M	Added
2	Truepoint, Inc.	$155.2M	3.2M	Added
3	Focus Partners Advisor Solutions, LLC	$79.6M	1.6M	Added
4	Apella Capital, LLC	$76.8M	1.6M	Added
5	Foster Group, Inc.	$71.7M	1.5M	Added
6	Symmetry Partners, LLC	$62.1M	1.3M	Trimmed
7	GeoWealth Management, LLC	$51.0M	1.1M	Added
8	Rather & Kittrell, Inc.	$45.4M	939,121	Added
9	Sequoia Financial Advisors, LLC	$43.3M	896,162	Added
10	Pathstone Holdings, LLC	$39.1M	808,791	Added
11	Beaird Harris Wealth Management, LLC	$38.5M	796,384	Added
12	MBL Wealth, LLC	$37.5M	776,501	Added
13	AWM CAPITAL, LLC	$35.0M	725,052	Added
14	COMMONWEALTH EQUITY SERVICES, LLC	$32.5M	672,029	Added
15	Waterford Advisors, LLC	$28.8M	545,339	Added
16	RAM Investment Partners, LLC	$28.2M	583,595	Added
17	LPL Financial LLC	$28.0M	578,747	Added
18	Graves Light Lenhart Wealth, Inc.	$26.9M	556,651	Added
19	Mattern Wealth Management LLC	$26.5M	548,877	Added
20	BANK OF AMERICA CORP /DE/	$23.3M	481,181	Added
21	ASPIRIANT, LLC	$20.9M	432,596	Added
22	HFM Investment Advisors, LLC	$20.7M	428,712	Added
23	Savant Capital, LLC	$18.2M	376,015	Added
24	Austin Wealth Management, LLC	$17.5M	364,914	Added
25	Vestment Financial LLC	$17.0M	351,964	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30