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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
335,038
shares
|
$16.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Oct 23, 2025 Q3 2025 |
284,228
shares
|
$13.7 Million
8.33% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
274,291
shares
|
$13.2 Million
1.47% of portfolio
|
Q3 2025
Added 11.47%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
253,856
shares
|
$12.2 Million
6.95% of portfolio
|
Q3 2025
Added 11.39%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
239,065
shares
|
$11.5 Million
0.68% of portfolio
|
Q3 2025
Added 10.46%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
231,311
shares
|
$11.2 Million
4.55% of portfolio
|
Q3 2025
Reduced 10.94%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
222,984
shares
|
$10.8 Million
3.32% of portfolio
|
Q2 2023
Reduced 0.81%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
216,392
shares
|
$10.4 Million
0.15% of portfolio
|
Q3 2025
Added 28.89%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
216,090
shares
|
$10.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.87%
|
|
|
Asset Planning Corporation
|
Nov 06, 2025 Q3 2025 |
215,251
shares
|
$10.4 Million
5.05% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
193,740
shares
|
$9.34 Million
1.54% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Oct 28, 2025 Q3 2025 |
193,524
shares
|
$9.33 Million
7.53% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
187,606
shares
|
$9.04 Million
0.09% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
172,822
shares
|
$8.33 Million
1.51% of portfolio
|
Q3 2025
Added 10.3%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
172,600
shares
|
$8.32 Million
6.09% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Compass Financial Group, Inc.
|
Nov 05, 2025 Q3 2025 |
170,078
shares
|
$8.2 Million
3.95% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Entrewealth, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
168,214
shares
|
$8.11 Million
4.15% of portfolio
|
Q3 2025
Added 36.22%
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
167,485
shares
|
$8.07 Million
3.54% of portfolio
|
Q3 2025
Added 40.64%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
166,513
shares
|
$8.03 Million
0.26% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
160,175
shares
|
$7.72 Million
3.3% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Oct 28, 2025 Q3 2025 |
154,996
shares
|
$7.47 Million
3.2% of portfolio
|
Q3 2025
Added 30.24%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
142,390
shares
|
$6.86 Million
3.16% of portfolio
|
Q3 2025
Added 33.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
138,601
shares
|
$6.68 Million
0.01% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 23, 2025 Q3 2025 |
138,159
shares
|
$6.66 Million
2.13% of portfolio
|
Q3 2025
Added 25.43%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
135,947
shares
|
$6.55 Million
2.43% of portfolio
|
Q3 2025
Added 7.24%
|
|