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 |
|---|---|---|---|---|---|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
31,972
shares
|
$1.53 Million
0.36% of portfolio
|
Q4 2024
Reduced 30.75%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
31,945
shares
|
$1.53 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jan 28, 2025 Q4 2024 |
30,935
shares
|
$1.48 Million
0.99% of portfolio
|
Q4 2024
Added 13.34%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
30,383
shares
|
$1.45 Million
0.67% of portfolio
|
Q4 2024
Added 12.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
29,076
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Added 9.83%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
28,034
shares
|
$1.34 Million
0.56% of portfolio
|
Q1 2023
Added 44.48%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Feb 03, 2025 Q4 2024 |
27,543
shares
|
$1.32 Million
0.99% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
27,000
shares
|
$1.29 Million
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Feb 06, 2025 Q4 2024 |
25,896
shares
|
$1.24 Million
0.62% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
25,872
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.54%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
25,833
shares
|
$1.24 Million
0.89% of portfolio
|
Q4 2024
Added 18.16%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
25,554
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 22.58%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
24,918
shares
|
$1.19 Million
0.43% of portfolio
|
Q3 2023
Reduced 8.34%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jan 29, 2025 Q4 2024 |
24,132
shares
|
$1.15 Million
0.86% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
23,586
shares
|
$1.13 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Feb 14, 2025 Q4 2024 |
23,465
shares
|
$1.12 Million
0.31% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Scratch Capital LLC
Boise, ID |
Feb 06, 2025 Q4 2024 |
23,117
shares
|
$1.11 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
One Degree Advisors Inc
San Diego, CA |
Feb 13, 2025 Q4 2024 |
22,569
shares
|
$1.08 Million
0.44% of portfolio
|
Q4 2024
Reduced 21.46%
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
22,084
shares
|
$1.06 Million
0.53% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
21,082
shares
|
$1.01 Million
0.1% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
20,600
shares
|
$985,710
0.3% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
19,517
shares
|
$933,888
0.19% of portfolio
|
Q4 2024
Reduced 12.09%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
19,272
shares
|
$922,165
0.01% of portfolio
|
Q2 2023
Added 3776.85%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,661
shares
|
$892,928
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
18,184
shares
|
$870,104
0.02% of portfolio
|
Q4 2024
Reduced 5.96%
|