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 |
|---|---|---|---|---|---|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
8,856
shares
|
$418,623
0.3% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Claris Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
8,852
shares
|
$418,434
0.18% of portfolio
|
Q1 2025
Reduced 14.92%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
8,836
shares
|
$417,677
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
8,831
shares
|
$417,441
0.08% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
8,598
shares
|
$406,427
0.0% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
8,541
shares
|
$403,733
0.13% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
8,462
shares
|
$399,998
0.33% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
8,444
shares
|
$399,147
0.07% of portfolio
|
Q1 2025
Added 89.8%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
May 23, 2025 Q1 2025 |
8,439
shares
|
$398,911
0.13% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
8,430
shares
|
$398,486
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
8,203
shares
|
$387,755
0.01% of portfolio
|
Q4 2023
Reduced 20.15%
|
|
|
Jentner Corp
|
May 15, 2025 Q1 2025 |
8,123
shares
|
$383,974
0.16% of portfolio
|
Q1 2025
Reduced 21.2%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
7,899
shares
|
$373,385
0.2% of portfolio
|
Q1 2025
Reduced 9.91%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
7,711
shares
|
$364,498
0.0% of portfolio
|
Q1 2025
Added 42.43%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
7,642
shares
|
$361,237
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
7,486
shares
|
$353,863
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
7,439
shares
|
$351,641
0.01% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
7,315
shares
|
$345,780
0.02% of portfolio
|
Q1 2025
Added 10.3%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
6,853
shares
|
$323,941
0.14% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
6,842
shares
|
$323,421
0.16% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
6,819
shares
|
$322,334
0.0% of portfolio
|
Q1 2025
Reduced 36.69%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
6,637
shares
|
$313,730
0.16% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
6,545
shares
|
$309,382
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
6,520
shares
|
$308,200
0.1% of portfolio
|
Q2 2024
Added 68.61%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Apr 25, 2025 Q1 2025 |
6,495
shares
|
$307,018
0.22% of portfolio
|
Q1 2025
Reduced 73.09%
|