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 |
|---|---|---|---|---|---|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
46,172
shares
|
$2.22 Million
0.52% of portfolio
|
Q3 2024
Added 37.74%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
45,661
shares
|
$2.19 Million
0.49% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
42,805
shares
|
$2.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
42,268
shares
|
$2.03 Million
0.06% of portfolio
|
Q3 2024
Added 25.74%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jan 21, 2025 Q4 2024 |
41,060
shares
|
$1.97 Million
1.16% of portfolio
|
Q4 2024
Added 180.64%
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2025 Q4 2024 |
40,741
shares
|
$1.96 Million
0.82% of portfolio
|
Q4 2024
Added 162.19%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
40,510
shares
|
$1.95 Million
1.46% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
40,496
shares
|
$1.95 Million
0.57% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
40,159
shares
|
$1.93 Million
0.02% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
39,710
shares
|
$1.91 Million
0.27% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
39,228
shares
|
$1.89 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2025 Q4 2024 |
38,505
shares
|
$1.85 Million
1.02% of portfolio
|
Q4 2024
Added 20.06%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
36,983
shares
|
$1.78 Million
1.21% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
33,666
shares
|
$1.62 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.77%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
33,007
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
31,945
shares
|
$1.54 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
31,410
shares
|
$1.51 Million
0.15% of portfolio
|
Q1 2024
Added 127.1%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
31,311
shares
|
$1.5 Million
0.04% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jan 28, 2025 Q4 2024 |
30,935
shares
|
$1.49 Million
0.99% of portfolio
|
Q4 2024
Added 13.34%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
30,383
shares
|
$1.46 Million
0.67% of portfolio
|
Q4 2024
Added 12.59%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
29,668
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
29,581
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2024
Added 86.9%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
29,091
shares
|
$1.4 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
28,736
shares
|
$1.38 Million
0.59% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
28,344
shares
|
$1.36 Million
0.05% of portfolio
|
Q3 2024
Added 353.58%
|