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 |
|---|---|---|---|---|---|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
7,528
shares
|
$359,612
0.32% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
7,486
shares
|
$357,606
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
7,390
shares
|
$353,020
0.15% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
7,318
shares
|
$349,580
0.03% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
7,064
shares
|
$337,447
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
6,876
shares
|
$328,466
0.17% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
6,673
shares
|
$318,769
0.13% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
6,545
shares
|
$312,654
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
6,520
shares
|
$311,460
0.1% of portfolio
|
Q2 2024
Added 68.61%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
6,183
shares
|
$295,361
0.14% of portfolio
|
Q3 2024
Added 28.68%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
6,060
shares
|
$289,486
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
5,954
shares
|
$284,422
0.15% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
5,941
shares
|
$283,801
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
5,912
shares
|
$282,416
0.04% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
5,896
shares
|
$281,651
0.13% of portfolio
|
Q3 2024
Added 124.18%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
5,859
shares
|
$279,884
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
5,856
shares
|
$279,741
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
5,693
shares
|
$271,954
0.03% of portfolio
|
Q3 2024
Reduced 24.87%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
5,654
shares
|
$270,091
0.09% of portfolio
|
Q4 2024
Reduced 35.5%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
5,646
shares
|
$269,709
0.0% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
5,570
shares
|
$266,078
0.07% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
5,414
shares
|
$258,626
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
5,402
shares
|
$258,053
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
5,400
shares
|
$257,958
0.12% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
5,209
shares
|
$248,833
0.09% of portfolio
|
Q4 2024
Added 0.93%
|