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 213 institutions that hold shares in the stock, with a total of 23.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
27,000
shares
|
$1.29 Million
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
26,986
shares
|
$1.29 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
26,473
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
25,896
shares
|
$1.24 Million
0.62% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
24,918
shares
|
$1.19 Million
0.43% of portfolio
|
Q3 2023
Reduced 8.34%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
24,312
shares
|
$1.17 Million
0.27% of portfolio
|
Q3 2024
Reduced 20.55%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jan 29, 2025 Q4 2024 |
24,132
shares
|
$1.16 Million
0.86% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
23,635
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
23,586
shares
|
$1.13 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
22,908
shares
|
$1.1 Million
0.32% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
22,357
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Added 3613.79%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
22,202
shares
|
$1.06 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
21,863
shares
|
$1.05 Million
0.75% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
21,728
shares
|
$1.04 Million
0.52% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
20,807
shares
|
$997,279
0.09% of portfolio
|
Q2 2024
Added 0.69%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
20,600
shares
|
$987,358
0.29% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
19,272
shares
|
$923,706
0.01% of portfolio
|
Q2 2023
Added 3776.85%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,661
shares
|
$894,421
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
18,184
shares
|
$871,559
0.02% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jan 28, 2025 Q4 2024 |
17,946
shares
|
$860,151
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
16,101
shares
|
$771,720
0.18% of portfolio
|
Q3 2024
Reduced 27.08%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
15,722
shares
|
$753,555
0.38% of portfolio
|
Q4 2023
Added 0.41%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
15,333
shares
|
$734,910
0.38% of portfolio
|
Q3 2024
Reduced 8.55%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
15,266
shares
|
$731,699
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,341
shares
|
$687,364
0.04% of portfolio
|
Q3 2024
Added 7.53%
|