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 |
|---|---|---|---|---|---|
|
Meredith Wealth Planning
Maryville, IL |
May 07, 2025 Q1 2025 |
6,490
shares
|
$306,782
0.14% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
May 09, 2025 Q1 2025 |
6,465
shares
|
$305,600
0.1% of portfolio
|
Q1 2025
Added 17.52%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
6,377
shares
|
$301,440
0.12% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
6,152
shares
|
$290,805
0.01% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
5,918
shares
|
$279,743
0.14% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
5,901
shares
|
$278,940
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
5,870
shares
|
$277,474
0.1% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
5,859
shares
|
$276,954
0.04% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
5,786
shares
|
$273,504
0.0% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Anson Capital, Inc.
|
May 07, 2025 Q1 2025 |
5,735
shares
|
$271,093
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
5,570
shares
|
$263,293
0.07% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
5,400
shares
|
$255,258
0.11% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
5,355
shares
|
$253,130
0.01% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
5,320
shares
|
$251,476
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
5,265
shares
|
$248,876
0.01% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
5,239
shares
|
$247,647
0.09% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
5,200
shares
|
$245,804
0.23% of portfolio
|
Q4 2024
Reduced 97.91%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
5,156
shares
|
$243,724
0.03% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
5,061
shares
|
$239,233
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
5,056
shares
|
$238,997
0.03% of portfolio
|
Q4 2023
Reduced 52.77%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
4,986
shares
|
$235,688
0.03% of portfolio
|
Q2 2024
Reduced 5.82%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
4,946
shares
|
$233,797
0.11% of portfolio
|
Q4 2024
Reduced 16.11%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
4,875
shares
|
$230,441
0.03% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
4,673
shares
|
$220,892
0.05% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
4,611
shares
|
$217,961
0.19% of portfolio
|
Q1 2025
New holding
|