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 |
|---|---|---|---|---|---|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
13,241
shares
|
$634,641
0.09% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
12,548
shares
|
$601,425
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
11,942
shares
|
$572,380
0.02% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
11,901
shares
|
$570,414
0.34% of portfolio
|
Q4 2024
Added 24.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
11,811
shares
|
$566,101
0.0% of portfolio
|
Q3 2024
Added 142.08%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,708
shares
|
$561,164
0.06% of portfolio
|
Q4 2022
Added 47.01%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
11,624
shares
|
$557,138
0.11% of portfolio
|
Q2 2024
Added 6.72%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
11,585
shares
|
$555,269
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Nov 01, 2024 Q3 2024 |
11,288
shares
|
$541,033
0.17% of portfolio
|
Q4 2022
Added 88.47%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
10,940
shares
|
$524,354
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
10,934
shares
|
$524,066
0.0% of portfolio
|
Q3 2024
Added 21.66%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jan 24, 2025 Q4 2024 |
10,850
shares
|
$520,040
0.25% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
10,785
shares
|
$516,925
0.08% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
10,676
shares
|
$511,700
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
10,521
shares
|
$504,271
0.0% of portfolio
|
Q3 2024
Added 11.97%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
10,505
shares
|
$503,504
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
10,116
shares
|
$484,859
0.07% of portfolio
|
Q1 2023
Added 11.7%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
10,098
shares
|
$483,997
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
9,589
shares
|
$459,600
0.22% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 15, 2025 Q4 2024 |
9,514
shares
|
$456,006
0.15% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
9,469
shares
|
$453,849
0.08% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
9,287
shares
|
$445,125
0.22% of portfolio
|
Q2 2024
Reduced 38.23%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
9,131
shares
|
$437,648
0.09% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,035
shares
|
$433,047
0.0% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
8,811
shares
|
$422,311
0.34% of portfolio
|
Q4 2024
Added 24.73%
|