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 |
|---|---|---|---|---|---|
|
Citrine Capital LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
51,671
shares
|
$2.47 Million
1.82% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
49,477
shares
|
$2.37 Million
0.0% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
47,837
shares
|
$2.29 Million
1.01% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
47,557
shares
|
$2.28 Million
1.57% of portfolio
|
Q3 2024
Added 17.35%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
47,523
shares
|
$2.27 Million
0.06% of portfolio
|
Q4 2024
Added 12.43%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
46,462
shares
|
$2.22 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
45,661
shares
|
$2.18 Million
0.49% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
45,291
shares
|
$2.17 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Feb 13, 2025 Q4 2024 |
43,335
shares
|
$2.07 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Feb 11, 2025 Q4 2024 |
43,241
shares
|
$2.07 Million
1.98% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
42,805
shares
|
$2.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
41,285
shares
|
$1.98 Million
1.48% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jan 21, 2025 Q4 2024 |
41,060
shares
|
$1.96 Million
1.16% of portfolio
|
Q4 2024
Added 180.64%
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2025 Q4 2024 |
40,741
shares
|
$1.95 Million
0.82% of portfolio
|
Q4 2024
Added 162.19%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
40,496
shares
|
$1.94 Million
0.57% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
40,159
shares
|
$1.92 Million
0.02% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
39,710
shares
|
$1.9 Million
0.27% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2025 Q4 2024 |
38,505
shares
|
$1.84 Million
1.02% of portfolio
|
Q4 2024
Added 20.06%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
38,279
shares
|
$1.83 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
37,341
shares
|
$1.79 Million
0.15% of portfolio
|
Q4 2024
Reduced 28.64%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
36,983
shares
|
$1.77 Million
1.21% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
33,666
shares
|
$1.61 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.77%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
33,600
shares
|
$1.61 Million
0.62% of portfolio
|
Q4 2024
Added 15.5%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
33,457
shares
|
$1.6 Million
0.0% of portfolio
|
Q4 2024
Added 41.56%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
32,965
shares
|
$1.58 Million
0.04% of portfolio
|
Q4 2024
Added 5.28%
|