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 |
|---|---|---|---|---|---|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
56,482
shares
|
$2.67 Million
0.08% of portfolio
|
Q1 2025
Added 18.85%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
May 12, 2025 Q1 2025 |
55,952
shares
|
$2.64 Million
1.52% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
55,304
shares
|
$2.61 Million
0.1% of portfolio
|
Q3 2023
Reduced 64.09%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
52,703
shares
|
$2.49 Million
1.67% of portfolio
|
Q1 2025
Added 13.45%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Apr 24, 2025 Q1 2025 |
51,450
shares
|
$2.43 Million
2.19% of portfolio
|
Q1 2025
New holding
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
51,169
shares
|
$2.42 Million
1.29% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
51,064
shares
|
$2.41 Million
1.07% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
50,438
shares
|
$2.38 Million
0.0% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
50,109
shares
|
$2.37 Million
0.03% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
48,890
shares
|
$2.31 Million
0.07% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
46,034
shares
|
$2.18 Million
0.62% of portfolio
|
Q1 2025
Added 13.68%
|
|
|
Liberty Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
45,661
shares
|
$2.16 Million
0.49% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
44,323
shares
|
$2.1 Million
0.0% of portfolio
|
Q1 2025
Added 32.48%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Apr 17, 2025 Q1 2025 |
43,745
shares
|
$2.07 Million
0.96% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
42,127
shares
|
$1.99 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
41,372
shares
|
$1.96 Million
0.29% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
40,299
shares
|
$1.9 Million
0.02% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Apr 21, 2025 Q1 2025 |
40,034
shares
|
$1.89 Million
0.43% of portfolio
|
Q1 2025
Added 162.24%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
39,248
shares
|
$1.86 Million
0.77% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Shearwater Capital LLC
|
Apr 08, 2025 Q1 2025 |
38,975
shares
|
$1.84 Million
1.31% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
38,320
shares
|
$1.81 Million
1.73% of portfolio
|
Q1 2025
Reduced 11.38%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
37,952
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.71%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Apr 03, 2025 Q1 2025 |
37,908
shares
|
$1.79 Million
0.99% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
37,138
shares
|
$1.76 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
36,726
shares
|
$1.74 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.65%
|