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 262 institutions that hold shares in the stock, with a total of 29.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
6,243
shares
|
$300,975
0.01% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
6,230
shares
|
$300,348
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
6,141
shares
|
$296,057
0.1% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
5,859
shares
|
$282,462
0.08% of portfolio
|
Q3 2025
Reduced 6.29%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
5,831
shares
|
$281,112
0.04% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
5,775
shares
|
$278,412
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
5,754
shares
|
$277,400
0.12% of portfolio
|
Q3 2025
Reduced 11.83%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
5,732
shares
|
$276,339
0.1% of portfolio
|
Q3 2025
Added 29.65%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
5,697
shares
|
$274,652
0.01% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
5,636
shares
|
$271,711
0.11% of portfolio
|
Q2 2025
Added 94.18%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
5,606
shares
|
$270,265
0.06% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
5,320
shares
|
$256,477
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
5,267
shares
|
$253,922
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
4,959
shares
|
$239,073
0.14% of portfolio
|
Q3 2025
Reduced 76.4%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
4,082
shares
|
$196,793
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
3,971
shares
|
$191,441
0.03% of portfolio
|
Q3 2025
Reduced 48.33%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
3,804
shares
|
$183,390
0.01% of portfolio
|
Q3 2025
Added 3236.84%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,041
shares
|
$146,606
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
2,775
shares
|
$133,782
0.06% of portfolio
|
Q3 2025
Added 32.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,474
shares
|
$119,271
0.0% of portfolio
|
Q3 2025
Reduced 67.33%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,052
shares
|
$98,926
0.0% of portfolio
|
Q3 2025
Added 143.71%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,000
shares
|
$96,420
0.01% of portfolio
|
Q2 2025
Reduced 46.02%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
1,631
shares
|
$78,630
0.01% of portfolio
|
Q3 2025
Added 11.71%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,076
shares
|
$51,873
0.0% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
1,038
shares
|
$50,041
0.01% of portfolio
|
Q2 2024
New holding
|
|