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 240 institutions that hold shares in the stock, with a total of 25.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
2,700,098
shares
|
$128 Million
3.53% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,196,198
shares
|
$56.6 Million
0.64% of portfolio
|
Q2 2024
Added 29.49%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
1,104,373
shares
|
$52.3 Million
2.05% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,006,570
shares
|
$47.6 Million
1.65% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
901,027
shares
|
$42.6 Million
4.9% of portfolio
|
Q4 2023
Reduced 3.98%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
819,122
shares
|
$38.8 Million
3.61% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
744,689
shares
|
$35.2 Million
0.31% of portfolio
|
Q1 2025
Added 21.38%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
698,195
shares
|
$33 Million
8.54% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
697,218
shares
|
$33 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Apr 21, 2025 Q4 2024 |
696,946
shares
|
$33 Million
3.57% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
643,483
shares
|
$30.5 Million
1.06% of portfolio
|
Q1 2025
Added 16.44%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
642,423
shares
|
$30.4 Million
6.06% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
631,891
shares
|
$29.9 Million
0.04% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
489,037
shares
|
$23.1 Million
4.73% of portfolio
|
Q1 2025
Added 17.26%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
468,347
shares
|
$22.2 Million
0.41% of portfolio
|
Q4 2024
Added 84.2%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
426,342
shares
|
$20.2 Million
5.01% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
420,114
shares
|
$19.9 Million
0.04% of portfolio
|
Q1 2025
Reduced 16.81%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
406,869
shares
|
$19.3 Million
0.05% of portfolio
|
Q4 2024
Added 45.03%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
398,444
shares
|
$18.9 Million
3.19% of portfolio
|
Q4 2024
Reduced 14.21%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
367,620
shares
|
$17.4 Million
12.78% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
350,658
shares
|
$16.6 Million
0.02% of portfolio
|
Q4 2024
Added 48.32%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
337,148
shares
|
$16 Million
6.03% of portfolio
|
Q4 2023
Added 83.04%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
315,341
shares
|
$14.9 Million
3.59% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Apr 25, 2025 Q1 2025 |
297,286
shares
|
$14.1 Million
8.33% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
275,960
shares
|
$13.1 Million
0.0% of portfolio
|
Q4 2024
Added 34.12%
|