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 262 institutions that hold shares in the stock, with a total of 30.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
45,007
shares
|
$2.17 Million
0.01% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Shearwater Capital LLC
|
Jan 13, 2026 Q4 2025 |
44,700
shares
|
$2.15 Million
1.28% of portfolio
|
Q4 2025
Added 5.79%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
44,552
shares
|
$2.15 Million
0.13% of portfolio
|
Q3 2025
Added 503.93%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 13, 2026 Q4 2025 |
44,072
shares
|
$2.12 Million
0.57% of portfolio
|
Q4 2025
Added 310.89%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
43,789
shares
|
$2.11 Million
1.2% of portfolio
|
Q3 2025
Added 16.28%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 16, 2026 Q4 2025 |
43,449
shares
|
$2.09 Million
0.62% of portfolio
|
Q4 2025
Added 123.96%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
42,437
shares
|
$2.05 Million
0.02% of portfolio
|
Q4 2025
Added 1.3%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
41,976
shares
|
$2.02 Million
0.93% of portfolio
|
Q3 2025
Added 7.24%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
41,199
shares
|
$1.99 Million
0.1% of portfolio
|
Q4 2025
Added 12.35%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
39,126
shares
|
$1.89 Million
1.12% of portfolio
|
Q3 2025
Added 9.18%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
39,039
shares
|
$1.88 Million
0.02% of portfolio
|
Q4 2025
Added 3.36%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
38,661
shares
|
$1.86 Million
0.03% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
37,952
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.71%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
37,726
shares
|
$1.82 Million
0.98% of portfolio
|
Q2 2025
Added 293.8%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jan 15, 2026 Q4 2025 |
37,250
shares
|
$1.8 Million
1.21% of portfolio
|
Q2 2025
Reduced 27.6%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Nov 13, 2025 Q3 2025 |
36,771
shares
|
$1.77 Million
1.28% of portfolio
|
Q3 2025
Added 7.75%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
36,699
shares
|
$1.77 Million
1.28% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 06, 2026 Q4 2025 |
36,264
shares
|
$1.75 Million
0.44% of portfolio
|
Q4 2025
Added 1.26%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 10, 2025 Q3 2025 |
34,856
shares
|
$1.68 Million
0.68% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
33,943
shares
|
$1.64 Million
0.78% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
33,710
shares
|
$1.63 Million
0.04% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
31,698
shares
|
$1.53 Million
0.46% of portfolio
|
Q4 2025
Reduced 3.46%
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
31,662
shares
|
$1.53 Million
0.25% of portfolio
|
Q4 2025
Added 25.87%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
31,632
shares
|
$1.52 Million
0.21% of portfolio
|
Q3 2025
Added 13.54%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
29,531
shares
|
$1.42 Million
0.95% of portfolio
|
Q3 2025
Added 5.89%
|
|