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 |
|---|---|---|---|---|---|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
66,526
shares
|
$3.21 Million
0.52% of portfolio
|
Q3 2025
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
66,227
shares
|
$3.19 Million
0.3% of portfolio
|
Q2 2025
Reduced 8.37%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
65,939
shares
|
$3.18 Million
0.29% of portfolio
|
Q3 2022
Added 3.23%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
65,072
shares
|
$3.14 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
25 LLC
St. Louis, MO |
Oct 16, 2025 Q3 2025 |
64,372
shares
|
$3.1 Million
1.05% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
64,110
shares
|
$3.09 Million
0.78% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
63,114
shares
|
$3.04 Million
0.83% of portfolio
|
Q3 2025
Reduced 17.12%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Oct 27, 2025 Q3 2025 |
62,794
shares
|
$3.03 Million
1.93% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
61,695
shares
|
$2.97 Million
0.0% of portfolio
|
Q3 2025
Added 21.77%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
57,817
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2025
Reduced 32.26%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
56,946
shares
|
$2.75 Million
0.07% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
56,056
shares
|
$2.7 Million
0.05% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
55,830
shares
|
$2.69 Million
0.02% of portfolio
|
Q3 2025
Reduced 15.61%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
55,304
shares
|
$2.67 Million
0.1% of portfolio
|
Q3 2023
Reduced 64.09%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
55,193
shares
|
$2.66 Million
1.27% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
54,555
shares
|
$2.63 Million
0.03% of portfolio
|
Q3 2025
Reduced 32.37%
|
|
|
Scratch Capital LLC
Boise, ID |
Oct 14, 2025 Q3 2025 |
53,640
shares
|
$2.59 Million
1.7% of portfolio
|
Q3 2025
Added 170.98%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
49,639
shares
|
$2.39 Million
1.22% of portfolio
|
Q3 2025
Added 29.18%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
48,639
shares
|
$2.34 Million
0.15% of portfolio
|
Q3 2025
Reduced 40.46%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
48,174
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2025
Added 37.53%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
46,309
shares
|
$2.23 Million
0.73% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Oct 09, 2025 Q3 2025 |
46,233
shares
|
$2.23 Million
0.94% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Oct 02, 2025 Q3 2025 |
45,916
shares
|
$2.21 Million
1.04% of portfolio
|
Q3 2025
Added 20.7%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
45,007
shares
|
$2.17 Million
0.01% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
44,552
shares
|
$2.15 Million
0.13% of portfolio
|
Q3 2025
Added 503.93%
|
|