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 239 institutions that hold shares in the stock, with a total of 25 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
10,785
shares
|
$515,738
0.08% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
10,770
shares
|
$515,021
0.01% of portfolio
|
Q4 2024
Reduced 51.83%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
10,746
shares
|
$513,873
0.0% of portfolio
|
Q4 2024
Added 90.33%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
10,709
shares
|
$512,104
0.11% of portfolio
|
Q4 2024
Added 46.34%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
10,505
shares
|
$502,349
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
10,404
shares
|
$497,519
0.22% of portfolio
|
Q4 2024
Added 113.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
10,324
shares
|
$493,693
0.0% of portfolio
|
Q4 2024
Added 24.3%
|
|
|
Jentner Corp
|
Feb 14, 2025 Q4 2024 |
10,308
shares
|
$492,928
0.19% of portfolio
|
Q4 2024
Added 111.66%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
10,116
shares
|
$483,747
0.07% of portfolio
|
Q1 2023
Added 11.7%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
10,098
shares
|
$482,886
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Feb 07, 2025 Q4 2024 |
9,871
shares
|
$472,031
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,667
shares
|
$462,275
0.0% of portfolio
|
Q4 2024
Added 7.0%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
9,589
shares
|
$458,545
0.22% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 15, 2025 Q4 2024 |
9,514
shares
|
$454,959
0.15% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Feb 12, 2025 Q4 2024 |
9,481
shares
|
$453,381
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
9,287
shares
|
$444,104
0.22% of portfolio
|
Q2 2024
Reduced 38.23%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
9,131
shares
|
$436,644
0.09% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
9,022
shares
|
$431,432
0.0% of portfolio
|
Q4 2024
Reduced 14.25%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
8,835
shares
|
$422,489
0.0% of portfolio
|
Q4 2024
Reduced 19.2%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
8,811
shares
|
$421,342
0.34% of portfolio
|
Q4 2024
Added 24.73%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
8,768
shares
|
$419,285
0.22% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Feb 26, 2025 Q4 2024 |
8,615
shares
|
$411,969
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
8,550
shares
|
$408,861
0.33% of portfolio
|
Q4 2024
Added 13.58%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
8,541
shares
|
$408,430
0.13% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
8,391
shares
|
$401,257
0.13% of portfolio
|
Q4 2024
Reduced 25.66%
|