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 |
|---|---|---|---|---|---|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
8,768
shares
|
$420,250
0.22% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
8,550
shares
|
$409,801
0.33% of portfolio
|
Q4 2024
Added 13.58%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
8,542
shares
|
$409,418
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
8,512
shares
|
$407,980
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
8,306
shares
|
$398,106
0.0% of portfolio
|
Q3 2024
Reduced 10.14%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
8,300
shares
|
$397,819
0.02% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
8,203
shares
|
$393,169
0.01% of portfolio
|
Q4 2023
Reduced 20.15%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
7,967
shares
|
$381,858
0.13% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
7,486
shares
|
$358,803
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
7,390
shares
|
$354,202
0.15% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
7,318
shares
|
$350,751
0.03% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
6,876
shares
|
$329,566
0.17% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
6,673
shares
|
$319,836
0.13% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
6,545
shares
|
$313,701
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
6,521
shares
|
$312,551
0.01% of portfolio
|
Q4 2024
Reduced 39.28%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
6,520
shares
|
$312,503
0.1% of portfolio
|
Q2 2024
Added 68.61%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
6,240
shares
|
$299,083
0.13% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
6,060
shares
|
$290,455
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
5,954
shares
|
$285,375
0.15% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
5,941
shares
|
$284,752
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
5,912
shares
|
$283,362
0.04% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
5,859
shares
|
$280,821
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
5,856
shares
|
$280,678
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
5,654
shares
|
$270,996
0.09% of portfolio
|
Q4 2024
Reduced 35.5%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
5,646
shares
|
$270,612
0.0% of portfolio
|
Q3 2024
Added 1.26%
|