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 |
|---|---|---|---|---|---|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
21,189
shares
|
$1 Million
0.35% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
20,600
shares
|
$973,762
0.31% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
20,138
shares
|
$951,923
0.08% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
19,517
shares
|
$922,568
0.19% of portfolio
|
Q4 2024
Reduced 12.09%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
19,273
shares
|
$911,034
0.02% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
19,272
shares
|
$910,987
0.01% of portfolio
|
Q2 2023
Added 3776.85%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
19,026
shares
|
$899,359
0.25% of portfolio
|
Q1 2025
Reduced 18.92%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
18,957
shares
|
$896,097
0.74% of portfolio
|
Q1 2025
Added 25.88%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,661
shares
|
$882,105
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
May 15, 2025 Q1 2025 |
18,160
shares
|
$858,423
0.86% of portfolio
|
Q1 2025
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
17,935
shares
|
$847,787
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
May 12, 2025 Q1 2025 |
17,522
shares
|
$828,264
0.64% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Apr 23, 2025 Q1 2025 |
17,239
shares
|
$814,887
0.61% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
16,600
shares
|
$784,682
0.01% of portfolio
|
Q4 2024
Reduced 39.36%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
15,333
shares
|
$724,790
0.35% of portfolio
|
Q3 2024
Reduced 8.55%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
15,258
shares
|
$721,245
0.58% of portfolio
|
Q1 2025
Added 11.73%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
14,523
shares
|
$686,502
0.59% of portfolio
|
Q1 2025
Added 235.09%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
14,367
shares
|
$679,128
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Friday Financial
Dubuque, IA |
Apr 22, 2025 Q1 2025 |
14,159
shares
|
$669,295
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
12,935
shares
|
$611,437
0.0% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
12,772
shares
|
$603,732
0.44% of portfolio
|
Q1 2025
Reduced 11.85%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
12,647
shares
|
$597,823
0.12% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
12,548
shares
|
$593,143
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
12,295
shares
|
$581,184
0.0% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
12,210
shares
|
$577,166
0.1% of portfolio
|
Q1 2025
Added 5.39%
|