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 |
|---|---|---|---|---|---|
|
Baker Avenue Asset Management, LP
|
Aug 07, 2024 Q2 2024 |
33,615
shares
|
$1.61 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
32,266
shares
|
$1.55 Million
0.91% of portfolio
|
Q3 2024
Reduced 15.0%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 15, 2024 Q2 2024 |
31,410
shares
|
$1.5 Million
0.16% of portfolio
|
Q1 2024
Added 127.1%
|
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
31,070
shares
|
$1.49 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
29,091
shares
|
$1.39 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Oct 07, 2024 Q3 2024 |
29,052
shares
|
$1.39 Million
1.1% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
28,736
shares
|
$1.38 Million
0.59% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
28,369
shares
|
$1.36 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
28,344
shares
|
$1.36 Million
0.05% of portfolio
|
Q3 2024
Added 353.58%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
28,034
shares
|
$1.34 Million
0.56% of portfolio
|
Q1 2023
Added 44.48%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
27,293
shares
|
$1.31 Million
0.89% of portfolio
|
Q3 2024
Added 31.88%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
26,986
shares
|
$1.29 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
26,405
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2024
Reduced 47.43%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
25,896
shares
|
$1.24 Million
0.62% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
24,918
shares
|
$1.19 Million
0.43% of portfolio
|
Q3 2023
Reduced 8.34%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
24,312
shares
|
$1.16 Million
0.27% of portfolio
|
Q3 2024
Reduced 20.55%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
23,886
shares
|
$1.14 Million
0.42% of portfolio
|
Q3 2024
Added 13.53%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
23,428
shares
|
$1.12 Million
0.85% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 08, 2024 Q2 2024 |
22,541
shares
|
$1.08 Million
0.26% of portfolio
|
Q2 2024
Added 106.16%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 09, 2024 Q2 2024 |
22,459
shares
|
$1.08 Million
0.33% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Aug 01, 2024 Q2 2024 |
22,080
shares
|
$1.06 Million
0.27% of portfolio
|
Q2 2024
Reduced 15.47%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
21,863
shares
|
$1.05 Million
0.75% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2024 Q2 2024 |
21,728
shares
|
$1.04 Million
0.56% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 14, 2024 Q2 2024 |
21,600
shares
|
$1.03 Million
0.31% of portfolio
|
Q2 2024
Added 10.2%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
20,807
shares
|
$996,655
0.09% of portfolio
|
Q2 2024
Added 0.69%
|