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 218 institutions that hold shares in the stock, with a total of 23.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
87,999
shares
|
$4.23 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
82,292
shares
|
$3.95 Million
0.48% of portfolio
|
Q4 2024
Reduced 6.8%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
82,068
shares
|
$3.94 Million
0.32% of portfolio
|
Q4 2024
Reduced 97.92%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
80,692
shares
|
$3.88 Million
0.43% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
79,316
shares
|
$3.81 Million
2.14% of portfolio
|
Q2 2023
Reduced 14.13%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
76,491
shares
|
$3.68 Million
0.04% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
74,880
shares
|
$3.6 Million
0.07% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
73,884
shares
|
$3.55 Million
3.13% of portfolio
|
Q4 2024
New holding
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
73,723
shares
|
$3.54 Million
1.96% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
69,862
shares
|
$3.36 Million
0.01% of portfolio
|
Q4 2024
Added 21.18%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
65,939
shares
|
$3.17 Million
0.29% of portfolio
|
Q3 2022
Added 3.23%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
64,750
shares
|
$3.11 Million
0.5% of portfolio
|
Q4 2024
Added 22.56%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
62,065
shares
|
$2.98 Million
1.52% of portfolio
|
Q4 2024
New holding
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
60,102
shares
|
$2.89 Million
1.45% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
58,124
shares
|
$2.79 Million
0.0% of portfolio
|
Q1 2024
Reduced 11.09%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
55,935
shares
|
$2.69 Million
1.82% of portfolio
|
Q4 2024
Reduced 22.07%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Feb 05, 2025 Q4 2024 |
55,371
shares
|
$2.66 Million
1.5% of portfolio
|
Q4 2024
Reduced 25.35%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
55,304
shares
|
$2.66 Million
0.1% of portfolio
|
Q3 2023
Reduced 64.09%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
53,240
shares
|
$2.56 Million
0.27% of portfolio
|
Q4 2024
Added 87.67%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
52,327
shares
|
$2.51 Million
0.2% of portfolio
|
Q3 2024
Reduced 12.99%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
51,671
shares
|
$2.48 Million
1.82% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
49,477
shares
|
$2.38 Million
0.0% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
47,837
shares
|
$2.3 Million
1.01% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
47,557
shares
|
$2.29 Million
1.57% of portfolio
|
Q3 2024
Added 17.35%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
46,462
shares
|
$2.23 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.29%
|