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 251 institutions that hold shares in the stock, with a total of 26.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
2,735,267
shares
|
$129 Million
3.62% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,196,198
shares
|
$56.6 Million
0.64% of portfolio
|
Q2 2024
Added 29.49%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
1,104,373
shares
|
$52.2 Million
2.05% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
901,027
shares
|
$42.6 Million
4.9% of portfolio
|
Q4 2023
Reduced 3.98%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
879,000
shares
|
$41.6 Million
1.79% of portfolio
|
Q1 2025
Reduced 12.67%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
803,070
shares
|
$38 Million
3.48% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
767,756
shares
|
$36.3 Million
8.74% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
767,754
shares
|
$36.3 Million
0.59% of portfolio
|
Q1 2025
Added 63.93%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
748,499
shares
|
$35.4 Million
0.16% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
744,689
shares
|
$35.2 Million
0.31% of portfolio
|
Q1 2025
Added 21.38%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
693,911
shares
|
$32.8 Million
3.58% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
643,483
shares
|
$30.4 Million
1.06% of portfolio
|
Q1 2025
Added 16.44%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
642,423
shares
|
$30.4 Million
6.06% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
585,114
shares
|
$27.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
549,979
shares
|
$26 Million
0.04% of portfolio
|
Q1 2025
Added 56.84%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
489,037
shares
|
$23.1 Million
4.73% of portfolio
|
Q1 2025
Added 17.26%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
426,342
shares
|
$20.2 Million
5.01% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
420,114
shares
|
$19.9 Million
0.04% of portfolio
|
Q1 2025
Reduced 16.81%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
403,652
shares
|
$19.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
367,620
shares
|
$17.4 Million
12.78% of portfolio
|
Q4 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
364,661
shares
|
$17.2 Million
8.41% of portfolio
|
Q1 2025
New holding
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
343,689
shares
|
$16.3 Million
2.58% of portfolio
|
Q1 2025
Reduced 13.74%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
337,148
shares
|
$15.9 Million
6.03% of portfolio
|
Q4 2023
Added 83.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
316,453
shares
|
$15 Million
0.0% of portfolio
|
Q1 2025
Added 14.67%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
315,341
shares
|
$14.9 Million
3.59% of portfolio
|
Q1 2025
Added 7.59%
|