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 |
|---|---|---|---|---|---|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
5,570
shares
|
$266,970
0.07% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
5,414
shares
|
$259,493
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
5,400
shares
|
$258,822
0.12% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
5,393
shares
|
$258,486
0.01% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
5,209
shares
|
$249,667
0.09% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
5,208
shares
|
$249,619
0.01% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
5,197
shares
|
$249,092
0.05% of portfolio
|
Q4 2024
Added 11.09%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
5,081
shares
|
$243,532
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
5,073
shares
|
$243,148
0.03% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
5,056
shares
|
$242,334
0.03% of portfolio
|
Q4 2023
Reduced 52.77%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
5,031
shares
|
$241,135
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
4,986
shares
|
$238,978
0.03% of portfolio
|
Q2 2024
Reduced 5.82%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
4,958
shares
|
$237,636
0.03% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
4,951
shares
|
$237,301
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
4,946
shares
|
$237,061
0.11% of portfolio
|
Q4 2024
Reduced 16.11%
|
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
4,870
shares
|
$233,419
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4,864
shares
|
$233,131
0.12% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
4,334
shares
|
$207,728
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
4,139
shares
|
$198,382
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
4,112
shares
|
$197,088
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
3,705
shares
|
$177,580
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,329
shares
|
$159,558
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
2,010
shares
|
$96,339
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
1,744
shares
|
$83,589
0.02% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,400
shares
|
$67,102
0.0% of portfolio
|
Q2 2024
New holding
|