Institutional Ownership Dimensional ETF Tr Natl Mun Bd (DFNM)
This table provides information about the institutional ownership of Dimensional ETF Tr Natl Mun Bd (DFNM). We have compiled data on the 207 institutions that hold shares in the stock, with a total of 22.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
2,611,150
shares
|
$125 Million
3.47% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,196,198
shares
|
$57.1 Million
0.64% of portfolio
|
Q2 2024
Added 29.49%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
1,144,068
shares
|
$54.7 Million
2.17% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
958,231
shares
|
$45.8 Million
1.71% of portfolio
|
Q3 2024
Added 8.32%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
901,027
shares
|
$43 Million
4.9% of portfolio
|
Q4 2023
Reduced 3.98%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
853,154
shares
|
$40.8 Million
3.83% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
718,529
shares
|
$34.3 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
695,758
shares
|
$33.2 Million
3.9% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
632,168
shares
|
$30.2 Million
8.12% of portfolio
|
Q3 2024
Added 8.95%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
601,816
shares
|
$28.7 Million
0.04% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
588,429
shares
|
$28.1 Million
6.27% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
557,728
shares
|
$26.6 Million
0.3% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
552,649
shares
|
$26.4 Million
1.04% of portfolio
|
Q4 2024
Added 17.43%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
488,958
shares
|
$23.4 Million
0.05% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
464,444
shares
|
$22.2 Million
3.67% of portfolio
|
Q3 2024
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
417,058
shares
|
$19.9 Million
4.12% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
369,999
shares
|
$17.7 Million
4.68% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
367,620
shares
|
$17.6 Million
12.78% of portfolio
|
Q4 2024
New holding
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
337,148
shares
|
$16.1 Million
6.03% of portfolio
|
Q4 2023
Added 83.04%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
293,088
shares
|
$14 Million
3.32% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
280,533
shares
|
$13.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
254,957
shares
|
$12.2 Million
7.66% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
254,553
shares
|
$12.2 Million
0.01% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
254,254
shares
|
$12.1 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
252,305
shares
|
$12.1 Million
7.26% of portfolio
|
Q3 2024
New holding
|