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 |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
26,742
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Added 526.42%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
26,715
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2025
Added 30.44%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
26,475
shares
|
$1.28 Million
0.7% of portfolio
|
Q3 2025
Added 12.91%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
26,250
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Oct 15, 2025 Q3 2025 |
25,881
shares
|
$1.25 Million
0.85% of portfolio
|
Q3 2025
Added 13.69%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
25,817
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Added 7.13%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
25,448
shares
|
$1.23 Million
0.13% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
25,154
shares
|
$1.21 Million
0.2% of portfolio
|
Q3 2025
Added 18.37%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
24,918
shares
|
$1.2 Million
0.43% of portfolio
|
Q3 2023
Reduced 8.34%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 24, 2025 Q3 2025 |
24,758
shares
|
$1.19 Million
0.36% of portfolio
|
Q3 2025
Added 8.52%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
24,320
shares
|
$1.17 Million
0.19% of portfolio
|
Q3 2025
Added 15.64%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
24,035
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2025
Added 65.95%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
23,226
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2025
Added 118.47%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Oct 10, 2025 Q3 2025 |
22,741
shares
|
$1.1 Million
0.66% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
22,685
shares
|
$1.09 Million
0.22% of portfolio
|
Q2 2025
Reduced 16.45%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Oct 31, 2025 Q3 2025 |
22,496
shares
|
$1.08 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
22,084
shares
|
$1.06 Million
0.5% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Nov 04, 2025 Q3 2025 |
21,966
shares
|
$1.06 Million
0.92% of portfolio
|
Q3 2025
Added 22.87%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
21,408
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
20,600
shares
|
$993,126
0.28% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
19,903
shares
|
$959,523
0.0% of portfolio
|
Q2 2025
Reduced 37.86%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 21, 2025 Q3 2025 |
19,400
shares
|
$935,274
0.3% of portfolio
|
Q3 2025
Added 149.52%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
19,272
shares
|
$929,103
0.01% of portfolio
|
Q2 2023
Added 3776.85%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,661
shares
|
$899,646
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Oct 22, 2025 Q3 2025 |
18,461
shares
|
$890,004
0.57% of portfolio
|
Q3 2025
Added 2.07%
|
|