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 253 institutions that hold shares in the stock, with a total of 28.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
2,637,846
shares
|
$127 Million
3.2% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
1,491,283
shares
|
$72 Million
2.36% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,196,198
shares
|
$57.7 Million
0.64% of portfolio
|
Q2 2024
Added 29.49%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
901,027
shares
|
$43.5 Million
4.9% of portfolio
|
Q4 2023
Reduced 3.98%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
862,408
shares
|
$41.6 Million
1.71% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
821,988
shares
|
$39.7 Million
3.28% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
817,821
shares
|
$39.5 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
793,418
shares
|
$38.3 Million
0.15% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
771,652
shares
|
$37.2 Million
7.31% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
694,395
shares
|
$33.5 Million
0.47% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
680,415
shares
|
$32.8 Million
3.2% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
656,842
shares
|
$31.7 Million
0.74% of portfolio
|
Q3 2025
Added 7.43%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
653,511
shares
|
$31.5 Million
3.87% of portfolio
|
Q3 2025
Added 38.37%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
615,488
shares
|
$29.7 Million
0.03% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
608,447
shares
|
$29.4 Million
0.04% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
536,316
shares
|
$25.9 Million
4.22% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
529,294
shares
|
$25.5 Million
5.57% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
450,340
shares
|
$21.7 Million
3.41% of portfolio
|
Q3 2025
Added 19.05%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
414,648
shares
|
$20 Million
3.73% of portfolio
|
Q3 2025
Added 23.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
399,622
shares
|
$19.3 Million
0.01% of portfolio
|
Q2 2025
Added 32.61%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
370,076
shares
|
$17.9 Million
7.72% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
367,049
shares
|
$17.7 Million
0.55% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
353,484
shares
|
$17.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.91%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
337,148
shares
|
$16.3 Million
6.03% of portfolio
|
Q4 2023
Added 83.04%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
335,038
shares
|
$16.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.77%
|