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 184 institutions that hold shares in the stock, with a total of 21 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
73,133
shares
|
$3.5 Million
2.02% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
71,775
shares
|
$3.44 Million
2.23% of portfolio
|
Q4 2023
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
65,939
shares
|
$3.16 Million
0.29% of portfolio
|
Q3 2022
Added 3.23%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
61,500
shares
|
$2.95 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
60,141
shares
|
$2.88 Million
0.24% of portfolio
|
Q2 2024
Reduced 1.91%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
58,124
shares
|
$2.78 Million
0.0% of portfolio
|
Q1 2024
Reduced 11.09%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
55,304
shares
|
$2.65 Million
0.1% of portfolio
|
Q3 2023
Reduced 64.09%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
52,832
shares
|
$2.53 Million
0.4% of portfolio
|
Q3 2024
Added 21.15%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Aug 09, 2024 Q2 2024 |
52,195
shares
|
$2.5 Million
2.66% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
50,697
shares
|
$2.43 Million
0.01% of portfolio
|
Q2 2024
Added 381.36%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
49,582
shares
|
$2.37 Million
0.03% of portfolio
|
Q3 2024
Reduced 22.32%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
47,557
shares
|
$2.28 Million
1.57% of portfolio
|
Q3 2024
Added 17.35%
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
46,324
shares
|
$2.22 Million
0.98% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
46,172
shares
|
$2.21 Million
0.52% of portfolio
|
Q3 2024
Added 37.74%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
45,661
shares
|
$2.19 Million
0.49% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
44,402
shares
|
$2.13 Million
0.0% of portfolio
|
Q2 2024
Added 3.28%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
43,084
shares
|
$2.06 Million
0.01% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
42,411
shares
|
$2.03 Million
0.02% of portfolio
|
Q2 2024
Reduced 53.55%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
41,516
shares
|
$1.99 Million
0.28% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Aug 12, 2024 Q2 2024 |
40,345
shares
|
$1.93 Million
1.56% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
39,412
shares
|
$1.89 Million
0.02% of portfolio
|
Q2 2024
Added 87.1%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
39,201
shares
|
$1.88 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.82%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
39,162
shares
|
$1.88 Million
0.58% of portfolio
|
Q3 2024
Reduced 14.39%
|
|
|
Shearwater Capital LLC
|
Oct 08, 2024 Q3 2024 |
35,371
shares
|
$1.69 Million
1.19% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
34,229
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2024
Reduced 53.75%
|