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 |
|---|---|---|---|---|---|
|
United Wealth Management, LLC
Charlottesville, VA |
Aug 13, 2025 Q2 2025 |
107,625
shares
|
$5.18 Million
1.48% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Aug 14, 2025 Q2 2025 |
107,077
shares
|
$5.15 Million
4.77% of portfolio
|
Q2 2025
New holding
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
106,685
shares
|
$5.13 Million
2.69% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
94,608
shares
|
$4.55 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.41%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
94,002
shares
|
$4.52 Million
0.46% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
92,977
shares
|
$4.47 Million
0.0% of portfolio
|
Q1 2025
Added 9.08%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
90,000
shares
|
$4.33 Million
1.75% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
85,352
shares
|
$4.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 22.59%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
81,687
shares
|
$3.93 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
80,670
shares
|
$3.88 Million
0.04% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
79,580
shares
|
$3.83 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
79,316
shares
|
$3.81 Million
2.14% of portfolio
|
Q2 2023
Reduced 14.13%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
79,108
shares
|
$3.8 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
76,239
shares
|
$3.67 Million
0.4% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
76,154
shares
|
$3.66 Million
1.07% of portfolio
|
Q2 2025
Reduced 18.06%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
75,876
shares
|
$3.65 Million
1.72% of portfolio
|
Q2 2025
Added 8.72%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jul 18, 2025 Q2 2025 |
73,321
shares
|
$3.53 Million
2.48% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
70,628
shares
|
$3.4 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
69,668
shares
|
$3.35 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
69,632
shares
|
$3.35 Million
0.82% of portfolio
|
Q2 2025
Added 51.26%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
67,054
shares
|
$3.22 Million
1.63% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
66,227
shares
|
$3.18 Million
0.3% of portfolio
|
Q2 2025
Reduced 8.37%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
66,155
shares
|
$3.18 Million
0.03% of portfolio
|
Q2 2025
Added 187.71%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
65,939
shares
|
$3.17 Million
0.29% of portfolio
|
Q3 2022
Added 3.23%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
65,171
shares
|
$3.13 Million
0.79% of portfolio
|
Q2 2025
Added 1187.71%
|