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 262 institutions that hold shares in the stock, with a total of 29.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
745
shares
|
$35,916
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
690
shares
|
$33,264
0.01% of portfolio
|
Q3 2025
Reduced 64.43%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
470
shares
|
$22,658
0.0% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
412
shares
|
$19,862
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
313
shares
|
$15,089
0.0% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
138
shares
|
$6,652
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
100
shares
|
$4,821
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
90
shares
|
$4,338
0.0% of portfolio
|
Q3 2025
Added 18.42%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
70
shares
|
$3,374
0.0% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
46
shares
|
$2,217
0.0% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
12
shares
|
$578
0.0% of portfolio
|
Q3 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
|