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 213 institutions that hold shares in the stock, with a total of 23.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Life Planning Partners, Inc
|
Jan 29, 2025 Q4 2024 |
248,404
shares
|
$11.9 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
236,422
shares
|
$11.3 Million
0.02% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
233,305
shares
|
$11.2 Million
1.39% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
222,984
shares
|
$10.7 Million
3.32% of portfolio
|
Q2 2023
Reduced 0.81%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
205,757
shares
|
$9.86 Million
0.0% of portfolio
|
Q3 2024
Added 45.26%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
193,353
shares
|
$9.27 Million
0.12% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Compass Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
189,890
shares
|
$9.1 Million
4.58% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
189,177
shares
|
$9.07 Million
4.29% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
188,028
shares
|
$9.01 Million
0.67% of portfolio
|
Q4 2024
Added 16.66%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jan 28, 2025 Q4 2024 |
186,803
shares
|
$8.95 Million
8.45% of portfolio
|
Q4 2024
New holding
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
177,417
shares
|
$8.5 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
173,115
shares
|
$8.3 Million
1.6% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jan 29, 2025 Q4 2024 |
166,489
shares
|
$7.98 Million
6.57% of portfolio
|
Q4 2024
New holding
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
165,347
shares
|
$7.93 Million
2.19% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
130,165
shares
|
$6.24 Million
0.01% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
115,991
shares
|
$5.56 Million
4.56% of portfolio
|
Q4 2024
Added 86.51%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
110,472
shares
|
$5.29 Million
0.0% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
101,865
shares
|
$4.88 Million
0.39% of portfolio
|
Q4 2024
Reduced 8.37%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
100,881
shares
|
$4.84 Million
0.01% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
99,711
shares
|
$4.78 Million
1.62% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
95,834
shares
|
$4.59 Million
0.33% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
91,152
shares
|
$4.37 Million
0.76% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
90,795
shares
|
$4.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
90,704
shares
|
$4.35 Million
0.54% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jan 23, 2025 Q4 2024 |
89,948
shares
|
$4.31 Million
1.68% of portfolio
|
Q4 2024
Added 4.71%
|