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 |
|---|---|---|---|---|---|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jan 28, 2025 Q4 2024 |
17,946
shares
|
$858,716
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
17,053
shares
|
$815,986
0.17% of portfolio
|
Q4 2024
Added 99.64%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Feb 14, 2025 Q4 2024 |
16,703
shares
|
$799,238
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
16,600
shares
|
$794,310
0.01% of portfolio
|
Q4 2024
Reduced 39.36%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
15,722
shares
|
$752,297
0.38% of portfolio
|
Q4 2023
Added 0.41%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
15,333
shares
|
$733,684
0.37% of portfolio
|
Q3 2024
Reduced 8.55%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
15,266
shares
|
$730,478
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Note Advisors, LLC
Buffalo, NY |
Feb 14, 2025 Q4 2024 |
15,059
shares
|
$720,573
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
14,668
shares
|
$701,863
0.09% of portfolio
|
Q4 2024
Added 10.78%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,266
shares
|
$682,628
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Friday Financial
Dubuque, IA |
Feb 11, 2025 Q4 2024 |
14,159
shares
|
$677,508
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
14,156
shares
|
$677,364
0.16% of portfolio
|
Q4 2024
Reduced 12.08%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
13,779
shares
|
$659,325
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
13,656
shares
|
$653,439
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
12,647
shares
|
$605,158
0.12% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
12,548
shares
|
$600,421
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
12,351
shares
|
$590,995
0.0% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
12,131
shares
|
$580,468
0.0% of portfolio
|
Q4 2024
Added 42.52%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
11,942
shares
|
$571,424
0.02% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
11,901
shares
|
$569,462
0.34% of portfolio
|
Q4 2024
Added 24.07%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,708
shares
|
$560,227
0.06% of portfolio
|
Q4 2022
Added 47.01%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
11,585
shares
|
$554,342
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Mar 10, 2025 Q4 2024 |
11,374
shares
|
$544,245
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jan 24, 2025 Q4 2024 |
10,850
shares
|
$519,172
0.25% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
10,785
shares
|
$516,062
0.08% of portfolio
|
Q4 2024
Added 6.62%
|