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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
12,126
shares
|
$584,594
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,708
shares
|
$564,442
0.06% of portfolio
|
Q4 2022
Added 47.01%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Nov 04, 2025 Q3 2025 |
11,374
shares
|
$548,340
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Iowa State Bank
|
Oct 03, 2025 Q3 2025 |
11,271
shares
|
$543,374
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 06, 2025 Q3 2025 |
11,191
shares
|
$539,518
0.13% of portfolio
|
Q3 2025
Added 22.07%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
11,053
shares
|
$532,865
0.31% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
10,785
shares
|
$519,944
0.07% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 31, 2025 Q3 2025 |
10,726
shares
|
$517,100
0.15% of portfolio
|
Q3 2025
Added 56.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
10,721
shares
|
$516,859
0.0% of portfolio
|
Q3 2025
Added 32.75%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
10,685
shares
|
$515,123
0.02% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
10,634
shares
|
$512,665
0.03% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
10,521
shares
|
$507,217
0.02% of portfolio
|
Q3 2025
Added 23.88%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
10,510
shares
|
$506,687
0.0% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
10,288
shares
|
$495,984
0.18% of portfolio
|
Q2 2025
Added 16.22%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
10,130
shares
|
$488,367
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Life Planning Partners, Inc
|
Oct 23, 2025 Q3 2025 |
10,124
shares
|
$488,078
0.38% of portfolio
|
Q3 2025
Added 28.62%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
10,116
shares
|
$487,692
0.07% of portfolio
|
Q1 2023
Added 11.7%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
10,074
shares
|
$485,667
0.04% of portfolio
|
Q3 2025
Added 124.02%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
10,062
shares
|
$485,089
0.13% of portfolio
|
Q3 2025
Reduced 16.86%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
10,007
shares
|
$482,437
0.19% of portfolio
|
Q2 2025
Added 122.28%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
9,980
shares
|
$481,135
0.0% of portfolio
|
Q3 2025
Reduced 11.15%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
9,965
shares
|
$480,412
0.17% of portfolio
|
Q3 2025
Added 12.73%
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
9,620
shares
|
$463,780
0.21% of portfolio
|
Q1 2025
Reduced 38.81%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Oct 16, 2025 Q3 2025 |
9,440
shares
|
$455,102
0.11% of portfolio
|
Q3 2025
Added 57.75%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
9,344
shares
|
$450,474
0.11% of portfolio
|
Q2 2025
Reduced 7.47%
|
|