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 |
|---|---|---|---|---|---|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
36,156
shares
|
$1.71 Million
1.12% of portfolio
|
Q1 2025
Added 16.88%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
34,490
shares
|
$1.63 Million
1.16% of portfolio
|
Q1 2025
Reduced 16.46%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
33,309
shares
|
$1.57 Million
0.04% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
33,207
shares
|
$1.57 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
32,810
shares
|
$1.55 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
31,692
shares
|
$1.5 Million
1.32% of portfolio
|
Q1 2025
Added 17.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
30,965
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Apr 21, 2025 Q1 2025 |
30,539
shares
|
$1.44 Million
0.64% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
30,375
shares
|
$1.44 Million
0.89% of portfolio
|
Q1 2025
Added 155.23%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
28,711
shares
|
$1.36 Million
0.4% of portfolio
|
Q1 2025
Reduced 14.55%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
28,034
shares
|
$1.33 Million
0.56% of portfolio
|
Q1 2023
Added 44.48%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
27,868
shares
|
$1.32 Million
1.0% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
27,152
shares
|
$1.28 Million
0.3% of portfolio
|
Q1 2025
Reduced 15.08%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
26,937
shares
|
$1.27 Million
0.01% of portfolio
|
Q1 2025
Added 160.92%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
26,028
shares
|
$1.23 Million
0.67% of portfolio
|
Q1 2025
Reduced 18.52%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
25,764
shares
|
$1.22 Million
0.25% of portfolio
|
Q1 2025
Added 51.08%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
May 06, 2025 Q1 2025 |
25,538
shares
|
$1.21 Million
0.61% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
24,918
shares
|
$1.18 Million
0.43% of portfolio
|
Q3 2023
Reduced 8.34%
|
|
|
Scratch Capital LLC
Boise, ID |
Apr 16, 2025 Q1 2025 |
24,519
shares
|
$1.16 Million
1.2% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
23,437
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
22,994
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
22,818
shares
|
$1.08 Million
0.14% of portfolio
|
Q1 2025
Added 55.56%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
22,395
shares
|
$1.06 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
22,084
shares
|
$1.04 Million
0.53% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Apr 21, 2025 Q1 2025 |
22,084
shares
|
$1.04 Million
0.79% of portfolio
|
Q1 2025
Reduced 19.82%
|