Dimensional ETF Tr Natl Mun Bd DFNM
Institutional shares held
25 Million
0
calls
0
puts
Total value of holdings
$1.18B
$0
calls
$0
puts
# of Institutions
240
We take great care to ensure that the data presented and summarized in this overview for DIMENSIONAL ETF TR NATL MUN BD is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding DFNM
View all-
Truepoint, Inc.2.7MShares$127 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.2 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$51.9 Million2.05% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$47.3 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.4 Million4.9% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX819KShares$38.5 Million3.61% of portfolio
-
Rather & Kittrell, Inc. Knoxville, TN698KShares$32.8 Million8.54% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ697KShares$32.8 Million0.15% of portfolio
-
Mbl Wealth, LLC Charlotte, NC696KShares$32.7 Million3.9% of portfolio
-
Apella Capital, LLC643KShares$30.3 Million1.06% of portfolio