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 |
|---|---|---|---|---|---|
|
Yardley Wealth Management LLC
Yardley, PA |
Jul 22, 2025 Q2 2025 |
280,206
shares
|
$13.5 Million
7.27% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
259,734
shares
|
$12.5 Million
5.45% of portfolio
|
Q2 2025
Reduced 29.35%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
246,063
shares
|
$11.8 Million
1.4% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
234,555
shares
|
$11.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 94.83%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
227,907
shares
|
$11 Million
6.86% of portfolio
|
Q2 2025
Added 11.4%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
222,984
shares
|
$10.7 Million
3.32% of portfolio
|
Q2 2023
Reduced 0.81%
|
|
|
Asset Planning Corporation
|
Jul 23, 2025 Q2 2025 |
217,686
shares
|
$10.5 Million
5.51% of portfolio
|
Q2 2025
Reduced 20.21%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
216,429
shares
|
$10.4 Million
0.67% of portfolio
|
Q2 2025
Reduced 8.35%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
187,521
shares
|
$9.02 Million
1.55% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
186,045
shares
|
$8.95 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jul 21, 2025 Q2 2025 |
185,768
shares
|
$8.93 Million
7.84% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Compass Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
176,441
shares
|
$8.49 Million
4.55% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
172,600
shares
|
$8.3 Million
6.09% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
167,895
shares
|
$8.07 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
164,192
shares
|
$7.9 Million
0.27% of portfolio
|
Q2 2025
Added 158.62%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
156,680
shares
|
$7.53 Million
1.44% of portfolio
|
Q2 2025
Added 291.37%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
156,384
shares
|
$7.52 Million
3.45% of portfolio
|
Q2 2025
Added 57.83%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
139,105
shares
|
$6.69 Million
1.72% of portfolio
|
Q2 2025
Reduced 9.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
133,499
shares
|
$6.42 Million
0.01% of portfolio
|
Q2 2025
Added 319.37%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
126,773
shares
|
$6.1 Million
2.44% of portfolio
|
Q2 2025
Reduced 30.71%
|
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
123,484
shares
|
$5.94 Million
4.05% of portfolio
|
Q2 2025
Reduced 22.39%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
119,085
shares
|
$5.73 Million
2.65% of portfolio
|
Q2 2025
Added 53.9%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jul 23, 2025 Q2 2025 |
119,012
shares
|
$5.72 Million
2.78% of portfolio
|
Q2 2025
Added 24.44%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
115,657
shares
|
$5.56 Million
3.76% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jul 31, 2025 Q2 2025 |
110,149
shares
|
$5.3 Million
1.84% of portfolio
|
Q2 2025
Reduced 6.46%
|