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 204 institutions that hold shares in the stock, with a total of 22.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
10,940
shares
|
$521,291
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
10,934
shares
|
$521,005
0.0% of portfolio
|
Q3 2024
Added 21.66%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
10,785
shares
|
$513,905
0.08% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Oct 08, 2024 Q3 2024 |
10,750
shares
|
$512,237
0.26% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
10,740
shares
|
$511,761
0.02% of portfolio
|
Q3 2024
Added 36.89%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
10,676
shares
|
$508,711
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
10,521
shares
|
$501,325
0.0% of portfolio
|
Q3 2024
Added 11.97%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
10,505
shares
|
$500,563
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
10,116
shares
|
$482,027
0.07% of portfolio
|
Q1 2023
Added 11.7%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
10,098
shares
|
$481,169
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
9,592
shares
|
$457,058
0.3% of portfolio
|
Q3 2024
Added 26.93%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 15, 2025 Q4 2024 |
9,514
shares
|
$453,342
0.15% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
9,469
shares
|
$451,197
0.08% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
9,287
shares
|
$442,525
0.23% of portfolio
|
Q2 2024
Reduced 38.23%
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
9,096
shares
|
$433,424
0.22% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
9,053
shares
|
$431,375
0.05% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,035
shares
|
$430,517
0.0% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
8,831
shares
|
$420,797
0.09% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Oct 22, 2024 Q3 2024 |
8,651
shares
|
$412,220
0.23% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
8,542
shares
|
$407,026
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
8,512
shares
|
$405,596
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
8,306
shares
|
$395,780
0.0% of portfolio
|
Q3 2024
Reduced 10.14%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
8,203
shares
|
$390,872
0.01% of portfolio
|
Q4 2023
Reduced 20.15%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
8,060
shares
|
$384,059
0.02% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
7,967
shares
|
$379,627
0.13% of portfolio
|
Q3 2024
Added 7.73%
|