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 202 institutions that hold shares in the stock, with a total of 22.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
222,984
shares
|
$10.7 Million
3.32% of portfolio
|
Q2 2023
Reduced 0.81%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
221,039
shares
|
$10.6 Million
1.32% of portfolio
|
Q3 2024
Reduced 54.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
205,757
shares
|
$9.84 Million
0.0% of portfolio
|
Q3 2024
Added 45.26%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
193,353
shares
|
$9.24 Million
0.12% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Compass Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
189,890
shares
|
$9.08 Million
4.58% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
184,134
shares
|
$8.8 Million
1.73% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
183,545
shares
|
$8.78 Million
4.39% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
177,417
shares
|
$8.48 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
161,179
shares
|
$7.71 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
157,541
shares
|
$7.53 Million
2.1% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
130,165
shares
|
$6.22 Million
0.01% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
111,168
shares
|
$5.31 Million
0.49% of portfolio
|
Q3 2024
Added 20.72%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
110,472
shares
|
$5.28 Million
0.0% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
100,881
shares
|
$4.82 Million
0.01% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
99,711
shares
|
$4.77 Million
1.62% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
95,760
shares
|
$4.58 Million
0.34% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
95,236
shares
|
$4.55 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
91,152
shares
|
$4.36 Million
0.76% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
90,795
shares
|
$4.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
90,704
shares
|
$4.34 Million
0.54% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 12, 2024 Q3 2024 |
88,296
shares
|
$4.22 Million
0.53% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 31, 2024 Q3 2024 |
85,899
shares
|
$4.11 Million
1.66% of portfolio
|
Q2 2024
Reduced 7.43%
|
|
|
Verus Financial Partners, Inc.
|
Nov 01, 2024 Q3 2024 |
79,414
shares
|
$3.8 Million
0.42% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
79,316
shares
|
$3.79 Million
2.14% of portfolio
|
Q2 2023
Reduced 14.13%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
74,880
shares
|
$3.58 Million
0.07% of portfolio
|
Q3 2024
Added 1.98%
|