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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
8,300
shares
|
$396,906
0.02% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
8,203
shares
|
$392,267
0.01% of portfolio
|
Q4 2023
Reduced 20.15%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
7,686
shares
|
$367,544
0.06% of portfolio
|
Q4 2024
Reduced 18.83%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
7,622
shares
|
$364,484
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
7,486
shares
|
$357,980
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
7,390
shares
|
$353,389
0.15% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
6,876
shares
|
$328,810
0.17% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Feb 14, 2025 Q4 2024 |
6,847
shares
|
$327,423
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
6,839
shares
|
$327,040
0.13% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
6,821
shares
|
$326,180
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Feb 13, 2025 Q4 2024 |
6,642
shares
|
$317,620
0.16% of portfolio
|
Q4 2024
Added 11.56%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
6,632
shares
|
$317,142
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
6,545
shares
|
$312,981
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
6,521
shares
|
$311,834
0.01% of portfolio
|
Q4 2024
Reduced 39.28%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
6,520
shares
|
$311,786
0.1% of portfolio
|
Q2 2024
Added 68.61%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,327
shares
|
$302,557
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
6,240
shares
|
$298,396
0.13% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
6,117
shares
|
$292,514
0.01% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
5,941
shares
|
$284,098
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
5,913
shares
|
$282,759
0.04% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
5,870
shares
|
$280,703
0.1% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
5,824
shares
|
$278,503
0.0% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
5,654
shares
|
$270,374
0.09% of portfolio
|
Q4 2024
Reduced 35.5%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
5,570
shares
|
$266,357
0.07% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
5,565
shares
|
$266,118
0.01% of portfolio
|
Q4 2024
Added 6.85%
|