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 |
|---|---|---|---|---|---|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
43,789
shares
|
$2.11 Million
1.2% of portfolio
|
Q3 2025
Added 16.28%
|
|
|
Shearwater Capital LLC
|
Oct 16, 2025 Q3 2025 |
42,255
shares
|
$2.04 Million
1.22% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
41,976
shares
|
$2.02 Million
0.93% of portfolio
|
Q3 2025
Added 7.24%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
41,893
shares
|
$2.02 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
39,126
shares
|
$1.89 Million
1.12% of portfolio
|
Q3 2025
Added 9.18%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
38,661
shares
|
$1.86 Million
0.03% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
37,952
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.71%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
37,770
shares
|
$1.82 Million
0.02% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
37,726
shares
|
$1.82 Million
0.98% of portfolio
|
Q2 2025
Added 293.8%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Oct 20, 2025 Q3 2025 |
37,250
shares
|
$1.8 Million
1.28% of portfolio
|
Q2 2025
Reduced 27.6%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Nov 13, 2025 Q3 2025 |
36,771
shares
|
$1.77 Million
1.28% of portfolio
|
Q3 2025
Added 7.75%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
36,699
shares
|
$1.77 Million
1.28% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
36,669
shares
|
$1.77 Million
0.1% of portfolio
|
Q3 2025
Reduced 11.56%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 17, 2025 Q3 2025 |
35,811
shares
|
$1.73 Million
0.45% of portfolio
|
Q3 2025
Reduced 9.62%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 10, 2025 Q3 2025 |
34,856
shares
|
$1.68 Million
0.68% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
33,943
shares
|
$1.64 Million
0.78% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
33,710
shares
|
$1.63 Million
0.04% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
32,833
shares
|
$1.58 Million
0.48% of portfolio
|
Q3 2025
Added 20.02%
|
|
|
Penney Financial, LLC
Houston, TX |
Oct 21, 2025 Q3 2025 |
31,737
shares
|
$1.53 Million
0.68% of portfolio
|
Q3 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
31,632
shares
|
$1.52 Million
0.21% of portfolio
|
Q3 2025
Added 13.54%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
29,531
shares
|
$1.42 Million
0.95% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
29,166
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2025
Added 30.79%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
28,215
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2025
Added 26.0%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
28,034
shares
|
$1.35 Million
0.56% of portfolio
|
Q1 2023
Added 44.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
27,825
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.23%
|
|