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 179 institutions that hold shares in the stock, with a total of 20.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truepoint, Inc.
|
Aug 05, 2024 Q2 2024 |
2,590,947
shares
|
$125 Million
3.59% of portfolio
|
Q2 2024
Reduced 2.71%
|
|
|
Foster Group, Inc.
|
Jul 30, 2024 Q2 2024 |
1,219,501
shares
|
$59 Million
2.38% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,196,198
shares
|
$57.9 Million
0.64% of portfolio
|
Q2 2024
Added 29.49%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
901,027
shares
|
$43.6 Million
4.9% of portfolio
|
Q4 2023
Reduced 3.98%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
884,605
shares
|
$42.8 Million
1.92% of portfolio
|
Q2 2024
Reduced 5.07%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
847,601
shares
|
$41 Million
4.01% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
728,068
shares
|
$35.2 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
698,473
shares
|
$33.8 Million
4.01% of portfolio
|
Q2 2024
Added 1.27%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
601,798
shares
|
$29.1 Million
0.05% of portfolio
|
Q2 2024
Added 2.98%
|
|
|
Sequoia Financial Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
592,414
shares
|
$28.7 Million
0.35% of portfolio
|
Q2 2024
Reduced 6.51%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Jul 29, 2024 Q2 2024 |
580,239
shares
|
$28.1 Million
8.11% of portfolio
|
Q2 2024
Added 12.23%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Jul 31, 2024 Q2 2024 |
564,237
shares
|
$27.3 Million
6.35% of portfolio
|
Q2 2024
Added 9.4%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Aug 14, 2024 Q2 2024 |
481,054
shares
|
$23.3 Million
2.63% of portfolio
|
Q2 2024
Added 8.71%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
476,417
shares
|
$23 Million
0.06% of portfolio
|
Q2 2024
Added 0.82%
|
|
|
Apella Capital, LLC
|
Jul 10, 2024 Q2 2024 |
430,157
shares
|
$20.8 Million
0.94% of portfolio
|
Q2 2024
Added 58.07%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 22, 2024 Q2 2024 |
356,127
shares
|
$17.2 Million
4.21% of portfolio
|
Q2 2024
Added 14.13%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jul 29, 2024 Q2 2024 |
346,512
shares
|
$16.8 Million
4.8% of portfolio
|
Q2 2024
Added 7.67%
|
|
|
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
|
Aug 13, 2024 Q2 2024 |
292,290
shares
|
$14.1 Million
0.04% of portfolio
|
Q2 2024
Added 12.33%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2024 Q2 2024 |
267,924
shares
|
$13 Million
3.19% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
249,403
shares
|
$12.1 Million
0.01% of portfolio
|
Q2 2024
Added 2.64%
|
|
|
Asset Planning Corporation
|
Jul 31, 2024 Q2 2024 |
243,449
shares
|
$11.8 Million
8.74% of portfolio
|
Q2 2024
Reduced 2.88%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2024 Q2 2024 |
229,615
shares
|
$11.1 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
222,984
shares
|
$10.8 Million
3.32% of portfolio
|
Q2 2023
Reduced 0.81%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
220,992
shares
|
$10.7 Million
0.02% of portfolio
|
Q2 2024
Added 9.24%
|