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 251 institutions that hold shares in the stock, with a total of 26.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
301,351
shares
|
$14.2 Million
0.01% of portfolio
|
Q1 2025
Added 10.25%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Apr 25, 2025 Q1 2025 |
297,286
shares
|
$14.1 Million
8.33% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Asset Planning Corporation
|
May 12, 2025 Q1 2025 |
272,813
shares
|
$12.9 Million
7.7% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
251,198
shares
|
$11.9 Million
1.47% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
236,140
shares
|
$11.2 Million
0.8% of portfolio
|
Q1 2025
Added 25.59%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
222,984
shares
|
$10.5 Million
3.32% of portfolio
|
Q2 2023
Reduced 0.81%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Apr 15, 2025 Q1 2025 |
204,585
shares
|
$9.67 Million
7.0% of portfolio
|
Q1 2025
Added 10.61%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
196,429
shares
|
$9.29 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
183,677
shares
|
$8.68 Million
1.66% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
182,970
shares
|
$8.65 Million
3.96% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Apr 29, 2025 Q1 2025 |
182,823
shares
|
$8.64 Million
8.69% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Compass Financial Group, Inc.
|
May 06, 2025 Q1 2025 |
178,003
shares
|
$8.41 Million
4.71% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
173,223
shares
|
$8.19 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Apr 16, 2025 Q1 2025 |
173,079
shares
|
$8.18 Million
6.89% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
159,113
shares
|
$7.52 Million
5.82% of portfolio
|
Q1 2025
Added 13.17%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
154,367
shares
|
$7.3 Million
2.01% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
131,175
shares
|
$6.2 Million
0.01% of portfolio
|
Q1 2025
Added 87.76%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
121,413
shares
|
$5.74 Million
4.57% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Apr 29, 2025 Q1 2025 |
117,759
shares
|
$5.57 Million
2.15% of portfolio
|
Q1 2025
Added 30.92%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
117,388
shares
|
$5.55 Million
0.0% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
110,262
shares
|
$5.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Apr 22, 2025 Q1 2025 |
106,763
shares
|
$5.05 Million
3.18% of portfolio
|
Q1 2025
Added 106.62%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
May 01, 2025 Q1 2025 |
99,714
shares
|
$4.71 Million
1.49% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Apr 29, 2025 Q1 2025 |
95,639
shares
|
$4.52 Million
2.6% of portfolio
|
Q1 2025
Added 132.92%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
92,977
shares
|
$4.4 Million
0.0% of portfolio
|
Q1 2025
Added 9.08%
|