Inst. Holders
50 funds
DF
DFNM
DIMENSIONAL ETF TRUST
$46.26 ▲ +0.04%
Prev close $46.2413 New Institutional Positions3 Institutional Exits
Snapshot
The big-picture read on DFNM right now — valuation, ownership and activity at a glance.
Inst. Value
$658.1M
Inst. Activity
13 buys / 3 sells
Price chart 30d -2.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 14, 2026 ftd
FTD: DFNM — 18,227 shares ($0.9M) failed to deliver
Settlement: 20260914, Price: $46.93, FTD Value: $855,393.11, DIMENSIONAL ETF TR NATL MUN BD
Jun 30, 2026 Inst.
Focus Partners Advisor Solutions, — ADD
1,646,788 shares ($79.6M)
Jun 30, 2026 Inst.
Integrated Wealth Concepts LLC — ADD
391,663 shares ($18.9M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 14, 2026
ftd
FTD: DFNM — 18,227 shares ($0.9M) failed to deliver
Settlement: 20260914, Price: $46.93, FTD Value: $855,393.11, DIMENSIONAL ETF TR NATL MUN BD
Sep 9, 2026
ftd
FTD: DFNM — 16,908 shares ($0.8M) failed to deliver
Settlement: 20260909, Price: $47.22, FTD Value: $798,395.76, DIMENSIONAL ETF TR NATL MUN BD
Sep 8, 2026
ftd
FTD: DFNM — 35,692 shares ($1.7M) failed to deliver
Settlement: 20260908, Price: $47.25, FTD Value: $1,686,447, DIMENSIONAL ETF TR NATL MUN BD
Sep 7, 2026
dark_pool
Dark Pool: DFNM — 0.1M shares, 383 trades
Week starting 2026-09-07. Total ATS volume: 79,273 shares across 383 trades.
Sep 4, 2026
ftd
FTD: DFNM — 31,115 shares ($1.5M) failed to deliver
Settlement: 20260904, Price: $47.28, FTD Value: $1,471,117.2, DIMENSIONAL ETF TR NATL MUN BD
Institutional ownership
Which big funds own DFNM (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $658.1M total value (13,616,805 shares) as of 2026-Q2. Top holders: Focus, Focus, Sequoia. Net buying activity: 13 institutions added/increased vs 3 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Focus Partners Wealth | 5,069,659 | $245.0M | 37.2% | ADD +42.5% |
| Focus Partners Advisor Solutions, LLC | 1,646,788 | $79.6M | 12.1% | ADD +36.9% |
| Sequoia Financial Advisors, LLC | 896,162 | $43.3M | 6.6% | — |
| Pathstone Holdings, LLC | 808,791 | $39.1M | 5.9% | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 672,029 | $32.5M | 4.9% | — |
| LPL Financial LLC | 578,747 | $28.0M | 4.3% | — |
| BANK OF AMERICA CORP /DE/ | 481,181 | $23.3M | 3.5% | — |
| Savant Capital, LLC | 376,015 | $18.2M | 2.8% | TRIM -40.7% |
| ASSETMARK, INC | 350,598 | $16.9M | 2.6% | — |
| HighTower Advisors, LLC | 290,185 | $14.0M | 2.1% | TRIM -50.8% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Focus Partners Advisor Solutions, LLC | ADD | 1,203,351 | 1,646,788 | +36.9% | $79.6M |
| Integrated Wealth Concepts LLC | ADD | 204,700 | 391,663 | +91.3% | $18.9M |
| HighTower Advisors, LLC | TRIM | 589,440 | 290,185 | -50.8% | $14.0M |
| OSAIC HOLDINGS, INC. | DOUBLED | 61,782 | 230,567 | +273.2% | $11.1M |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 138,602 | 203,458 | +46.8% | $9.8M |
| MERCER GLOBAL ADVISORS INC /ADV | ADD | 88,267 | 119,155 | +35.0% | $5.8M |
| Private Advisor Group, LLC | ADD | 59,274 | 75,612 | +27.6% | $3.7M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 28,957 | 37,640 | +30.0% | $1.8M |
| RAYMOND JAMES FINANCIAL INC | ADD | 27,471 | 35,251 | +28.3% | $1.7M |
| OneDigital Investment Advisors LLC | ADD | 26,210 | 34,895 | +33.1% | $1.7M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for DFNM.
Shares short
4,381
Settlement Sep 15, 2026
Change vs prior
-96.6%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume