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 |
|---|---|---|---|---|---|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
125,804
shares
|
$6.07 Million
3.5% of portfolio
|
Q3 2025
Added 8.77%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Nov 12, 2025 Q3 2025 |
124,493
shares
|
$6 Million
1.63% of portfolio
|
Q3 2025
Added 15.67%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
118,896
shares
|
$5.73 Million
1.39% of portfolio
|
Q3 2025
Reduced 14.53%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
114,568
shares
|
$5.52 Million
0.03% of portfolio
|
Q3 2025
Added 284.11%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Nov 10, 2025 Q3 2025 |
102,851
shares
|
$4.96 Million
4.29% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
99,200
shares
|
$4.78 Million
1.82% of portfolio
|
Q3 2025
Added 10.22%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
93,845
shares
|
$4.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
90,861
shares
|
$4.38 Million
0.42% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Oct 14, 2025 Q3 2025 |
85,033
shares
|
$4.1 Million
2.69% of portfolio
|
Q3 2025
Added 15.97%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
81,477
shares
|
$3.93 Million
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
81,219
shares
|
$3.92 Million
0.02% of portfolio
|
Q3 2025
Added 32.23%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
79,316
shares
|
$3.82 Million
2.14% of portfolio
|
Q2 2023
Reduced 14.13%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
79,150
shares
|
$3.82 Million
0.38% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
78,860
shares
|
$3.8 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
78,169
shares
|
$3.77 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
76,998
shares
|
$3.71 Million
1.0% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 13, 2025 Q3 2025 |
74,924
shares
|
$3.61 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
74,108
shares
|
$3.57 Million
0.51% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
73,891
shares
|
$3.56 Million
0.92% of portfolio
|
Q3 2025
Added 37.65%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Oct 20, 2025 Q3 2025 |
68,869
shares
|
$3.32 Million
1.47% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
68,486
shares
|
$3.3 Million
0.74% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
67,994
shares
|
$3.28 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
67,889
shares
|
$3.27 Million
0.0% of portfolio
|
Q3 2025
Reduced 26.98%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 30, 2025 Q3 2025 |
67,259
shares
|
$3.24 Million
1.53% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
66,799
shares
|
$3.22 Million
0.19% of portfolio
|
Q2 2025
Added 2.06%
|
|