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 |
|---|---|---|---|---|---|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
5,501
shares
|
$263,057
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
5,414
shares
|
$258,897
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
5,400
shares
|
$258,228
0.12% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
5,393
shares
|
$257,893
0.01% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
5,320
shares
|
$254,402
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
5,209
shares
|
$249,094
0.09% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
5,200
shares
|
$248,664
0.23% of portfolio
|
Q4 2024
Reduced 97.91%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
5,197
shares
|
$248,520
0.05% of portfolio
|
Q4 2024
Added 11.09%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
5,073
shares
|
$242,590
0.03% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
5,056
shares
|
$241,777
0.03% of portfolio
|
Q4 2023
Reduced 52.77%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
5,031
shares
|
$240,582
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
4,986
shares
|
$238,430
0.03% of portfolio
|
Q2 2024
Reduced 5.82%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
4,958
shares
|
$237,091
0.03% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
4,946
shares
|
$236,517
0.11% of portfolio
|
Q4 2024
Reduced 16.11%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
4,670
shares
|
$223,319
0.05% of portfolio
|
Q4 2024
Reduced 80.79%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
4,449
shares
|
$212,751
0.04% of portfolio
|
Q4 2024
Reduced 58.33%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
4,334
shares
|
$207,251
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
4,082
shares
|
$195,201
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
3,705
shares
|
$177,173
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
2,010
shares
|
$96,118
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
1,744
shares
|
$83,398
0.02% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,617
shares
|
$77,324
0.0% of portfolio
|
Q4 2024
Reduced 67.34%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,432
shares
|
$68,478
0.0% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
1,038
shares
|
$49,637
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
961
shares
|
$45,955
0.0% of portfolio
|
Q4 2023
Reduced 2.34%
|