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 238 institutions that hold shares in the stock, with a total of 25 Million shares, which have been reported (via 13F filing form) to have a value of $1.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
87,999
shares
|
$4.21 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
85,235
shares
|
$4.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
82,292
shares
|
$3.94 Million
0.48% of portfolio
|
Q4 2024
Reduced 6.8%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
82,068
shares
|
$3.93 Million
0.32% of portfolio
|
Q4 2024
Reduced 97.92%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
80,692
shares
|
$3.86 Million
0.43% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
80,554
shares
|
$3.85 Million
1.97% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
79,316
shares
|
$3.8 Million
2.14% of portfolio
|
Q2 2023
Reduced 14.13%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
77,979
shares
|
$3.73 Million
0.0% of portfolio
|
Q4 2024
Reduced 22.7%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
77,384
shares
|
$3.7 Million
0.06% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
76,491
shares
|
$3.66 Million
0.04% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
73,884
shares
|
$3.54 Million
3.13% of portfolio
|
Q4 2024
New holding
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
73,723
shares
|
$3.53 Million
1.96% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
69,862
shares
|
$3.34 Million
0.01% of portfolio
|
Q4 2024
Added 21.18%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
65,939
shares
|
$3.16 Million
0.29% of portfolio
|
Q3 2022
Added 3.23%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
64,750
shares
|
$3.1 Million
0.5% of portfolio
|
Q4 2024
Added 22.56%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
62,065
shares
|
$2.97 Million
1.52% of portfolio
|
Q4 2024
New holding
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
60,102
shares
|
$2.88 Million
1.45% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
59,336
shares
|
$2.84 Million
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Feb 12, 2025 Q4 2024 |
58,899
shares
|
$2.82 Million
2.34% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
58,124
shares
|
$2.78 Million
0.0% of portfolio
|
Q1 2024
Reduced 11.09%
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
57,559
shares
|
$2.75 Million
1.46% of portfolio
|
Q4 2024
Added 1299.78%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
55,935
shares
|
$2.68 Million
1.82% of portfolio
|
Q4 2024
Reduced 22.07%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Feb 05, 2025 Q4 2024 |
55,371
shares
|
$2.65 Million
1.5% of portfolio
|
Q4 2024
Reduced 25.35%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
55,304
shares
|
$2.65 Million
0.1% of portfolio
|
Q3 2023
Reduced 64.09%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
53,240
shares
|
$2.55 Million
0.27% of portfolio
|
Q4 2024
Added 87.67%
|