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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
18,030
shares
|
$869,226
0.01% of portfolio
|
Q3 2025
Added 774.39%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
18,022
shares
|
$868,840
0.39% of portfolio
|
Q3 2025
Reduced 6.94%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
18,022
shares
|
$868,840
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
17,674
shares
|
$852,063
0.29% of portfolio
|
Q2 2025
Added 74.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
17,369
shares
|
$837,359
0.0% of portfolio
|
Q3 2025
Added 19.47%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
17,352
shares
|
$836,539
0.12% of portfolio
|
Q3 2025
Added 42.11%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
17,100
shares
|
$824,391
0.2% of portfolio
|
Q3 2025
Reduced 15.35%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Oct 15, 2025 Q3 2025 |
16,870
shares
|
$813,302
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
16,600
shares
|
$800,286
0.01% of portfolio
|
Q4 2024
Reduced 39.36%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
16,593
shares
|
$799,948
0.57% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Nov 03, 2025 Q3 2025 |
16,512
shares
|
$796,043
0.65% of portfolio
|
Q3 2025
Added 13.46%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 14, 2025 Q3 2025 |
16,067
shares
|
$774,590
0.34% of portfolio
|
Q3 2025
Reduced 31.74%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2025 Q3 2025 |
15,869
shares
|
$765,044
0.29% of portfolio
|
Q3 2025
Reduced 10.67%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
15,637
shares
|
$753,859
0.23% of portfolio
|
Q3 2025
Added 24.56%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
15,000
shares
|
$723,150
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
14,769
shares
|
$712,013
0.0% of portfolio
|
Q3 2025
Added 9.21%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
14,725
shares
|
$709,892
0.3% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Friday Financial
Dubuque, IA |
Oct 07, 2025 Q3 2025 |
14,701
shares
|
$708,735
0.3% of portfolio
|
Q3 2025
Added 7.09%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
14,642
shares
|
$705,890
0.11% of portfolio
|
Q3 2025
Added 73.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
14,451
shares
|
$696,682
0.0% of portfolio
|
Q3 2025
Added 23.53%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
13,592
shares
|
$655,270
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Oct 09, 2025 Q3 2025 |
13,021
shares
|
$627,742
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
12,548
shares
|
$604,939
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Nov 03, 2025 Q3 2025 |
12,465
shares
|
$600,937
0.24% of portfolio
|
Q3 2025
Added 13.39%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
12,271
shares
|
$591,584
0.37% of portfolio
|
Q3 2025
New holding
|
|