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 250 institutions that hold shares in the stock, with a total of 27.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
16,600
shares
|
$798,294
0.01% of portfolio
|
Q4 2024
Reduced 39.36%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
16,593
shares
|
$797,957
0.57% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
15,333
shares
|
$737,363
0.32% of portfolio
|
Q3 2024
Reduced 8.55%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Aug 04, 2025 Q2 2025 |
14,553
shares
|
$699,853
0.61% of portfolio
|
Q2 2025
Added 61.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
14,538
shares
|
$699,132
0.0% of portfolio
|
Q2 2025
Added 18.24%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
14,483
shares
|
$696,487
0.02% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
13,728
shares
|
$660,179
0.33% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
13,523
shares
|
$650,321
0.0% of portfolio
|
Q2 2025
Added 75.37%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
13,501
shares
|
$649,263
0.05% of portfolio
|
Q2 2025
Reduced 32.96%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
12,554
shares
|
$603,721
0.2% of portfolio
|
Q2 2025
Added 113.87%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
12,548
shares
|
$603,433
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
12,210
shares
|
$587,178
0.09% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
12,102
shares
|
$581,985
0.14% of portfolio
|
Q1 2025
Reduced 14.51%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,708
shares
|
$563,037
0.06% of portfolio
|
Q4 2022
Added 47.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
11,698
shares
|
$562,556
0.0% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
11,374
shares
|
$546,975
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
11,271
shares
|
$542,022
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
11,233
shares
|
$540,194
0.0% of portfolio
|
Q2 2025
Added 160.02%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jul 29, 2025 Q2 2025 |
10,993
shares
|
$528,653
0.23% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
10,909
shares
|
$524,613
0.16% of portfolio
|
Q2 2025
Reduced 62.0%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
10,785
shares
|
$518,650
0.07% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
10,682
shares
|
$513,697
0.02% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
10,631
shares
|
$511,244
0.02% of portfolio
|
Q2 2025
Added 1214.09%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
10,594
shares
|
$509,465
0.33% of portfolio
|
Q2 2025
Added 25.67%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
10,590
shares
|
$509,273
0.03% of portfolio
|
Q2 2025
Reduced 5.99%
|