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 250 institutions that hold shares in the stock, with a total of 27.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
5,320
shares
|
$255,838
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 12, 2025 Q2 2025 |
5,267
shares
|
$253,290
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
4,986
shares
|
$239,776
0.03% of portfolio
|
Q2 2024
Reduced 5.82%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
4,497
shares
|
$216,260
0.02% of portfolio
|
Q2 2025
Reduced 54.77%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
4,421
shares
|
$212,605
0.09% of portfolio
|
Q2 2025
Reduced 10.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
4,269
shares
|
$205,296
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
4,082
shares
|
$196,303
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
2,101
shares
|
$101,037
0.05% of portfolio
|
Q2 2025
Reduced 64.4%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
2,063
shares
|
$99,209
0.0% of portfolio
|
Q2 2025
Added 68.68%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,062
shares
|
$99,161
0.0% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,000
shares
|
$96,180
0.01% of portfolio
|
Q2 2025
Reduced 46.02%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
1,940
shares
|
$93,294
0.02% of portfolio
|
Q2 2025
Added 11.24%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
1,460
shares
|
$70,211
0.01% of portfolio
|
Q2 2025
Added 40.38%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,147
shares
|
$55,159
0.0% of portfolio
|
Q2 2025
Added 19.35%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
1,038
shares
|
$49,917
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
842
shares
|
$40,491
0.0% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
478
shares
|
$22,987
0.0% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
412
shares
|
$19,813
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
311
shares
|
$14,955
0.0% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
138
shares
|
$6,636
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
114
shares
|
$5,482
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
76
shares
|
$3,654
0.0% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
70
shares
|
$3,366
0.0% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
48
shares
|
$2,308
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|