Institutional Ownership Dimensional ETF Tr Natl Mun Bd (DFNM)
Currently, there are no institutions holding Dimensional ETF Tr Natl Mun Bd (DFNM). This information is based on the latest data available and is subject to change as new information becomes available.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
9,333
shares
|
$449,943
0.01% of portfolio
|
Q3 2025
Reduced 6.98%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
9,315
shares
|
$449,076
0.02% of portfolio
|
Q3 2025
Reduced 12.04%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
9,224
shares
|
$444,689
0.2% of portfolio
|
Q3 2025
Added 9.1%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
9,215
shares
|
$444,255
0.02% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
9,068
shares
|
$437,168
0.23% of portfolio
|
Q3 2025
Added 9.38%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Oct 29, 2025 Q3 2025 |
9,016
shares
|
$434,661
0.31% of portfolio
|
Q3 2025
Added 20.04%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
8,992
shares
|
$433,504
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
8,961
shares
|
$432,009
0.31% of portfolio
|
Q3 2025
Added 9.45%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
8,887
shares
|
$428,442
0.27% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
8,789
shares
|
$423,717
0.0% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
8,569
shares
|
$413,111
0.09% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
8,391
shares
|
$404,530
0.22% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
8,203
shares
|
$395,466
0.01% of portfolio
|
Q4 2023
Reduced 20.15%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
8,123
shares
|
$391,609
0.14% of portfolio
|
Q1 2025
Reduced 21.2%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
8,098
shares
|
$390,404
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Anson Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
7,935
shares
|
$382,546
0.34% of portfolio
|
Q2 2025
Added 38.36%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
7,926
shares
|
$382,112
0.0% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
7,371
shares
|
$355,355
0.02% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
7,164
shares
|
$345,376
0.09% of portfolio
|
Q3 2025
Reduced 34.33%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Nov 07, 2025 Q3 2025 |
7,094
shares
|
$342,001
0.21% of portfolio
|
Q3 2025
Added 7.13%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
6,946
shares
|
$334,866
0.0% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
6,940
shares
|
$334,577
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
6,918
shares
|
$333,516
0.13% of portfolio
|
Q3 2025
Added 16.37%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
6,749
shares
|
$325,369
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
6,520
shares
|
$314,329
0.1% of portfolio
|
Q2 2024
Added 68.61%
|
|