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 |
|---|---|---|---|---|---|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
92,937
shares
|
$4.39 Million
1.42% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
89,542
shares
|
$4.23 Million
0.78% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
84,812
shares
|
$4.01 Million
0.3% of portfolio
|
Q1 2025
Reduced 11.5%
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
84,788
shares
|
$4.01 Million
0.45% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Rw Investment Management LLC
Eagle, ID |
May 13, 2025 Q1 2025 |
82,238
shares
|
$3.89 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
81,265
shares
|
$3.84 Million
0.0% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
79,701
shares
|
$3.77 Million
0.44% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
79,316
shares
|
$3.75 Million
2.14% of portfolio
|
Q2 2023
Reduced 14.13%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
77,558
shares
|
$3.67 Million
0.27% of portfolio
|
Q1 2025
Reduced 23.86%
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
77,377
shares
|
$3.66 Million
1.94% of portfolio
|
Q1 2025
Added 34.43%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
76,203
shares
|
$3.6 Million
0.29% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
74,791
shares
|
$3.54 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
74,778
shares
|
$3.53 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
73,211
shares
|
$3.46 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.8%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
72,279
shares
|
$3.42 Million
0.36% of portfolio
|
Q1 2025
Added 35.76%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Apr 17, 2025 Q1 2025 |
71,883
shares
|
$3.4 Million
1.92% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
71,350
shares
|
$3.37 Million
0.55% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
70,058
shares
|
$3.31 Million
0.01% of portfolio
|
Q1 2025
Added 18.07%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
69,791
shares
|
$3.3 Million
0.97% of portfolio
|
Q1 2025
Reduced 13.36%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Apr 28, 2025 Q1 2025 |
67,705
shares
|
$3.2 Million
2.53% of portfolio
|
Q1 2025
Added 14.95%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
65,939
shares
|
$3.12 Million
0.29% of portfolio
|
Q3 2022
Added 3.23%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
63,846
shares
|
$3.02 Million
1.54% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
63,487
shares
|
$3 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Apr 23, 2025 Q1 2025 |
61,420
shares
|
$2.9 Million
1.29% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Apr 22, 2025 Q1 2025 |
60,263
shares
|
$2.85 Million
2.51% of portfolio
|
Q1 2025
Reduced 18.44%
|