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 262 institutions that hold shares in the stock, with a total of 29.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
2,859,809
shares
|
$138 Million
3.28% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
1,491,283
shares
|
$71.9 Million
2.36% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,196,198
shares
|
$57.7 Million
0.64% of portfolio
|
Q2 2024
Added 29.49%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
901,027
shares
|
$43.4 Million
4.9% of portfolio
|
Q4 2023
Reduced 3.98%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
864,504
shares
|
$41.7 Million
1.61% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
836,330
shares
|
$40.3 Million
3.13% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
830,728
shares
|
$40 Million
0.48% of portfolio
|
Q3 2025
Added 19.63%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
817,821
shares
|
$39.4 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
811,864
shares
|
$39.1 Million
0.15% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
771,652
shares
|
$37.2 Million
7.31% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
680,415
shares
|
$32.8 Million
3.2% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
656,842
shares
|
$31.7 Million
0.74% of portfolio
|
Q3 2025
Added 7.43%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
653,511
shares
|
$31.5 Million
3.87% of portfolio
|
Q3 2025
Added 38.37%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
615,488
shares
|
$29.7 Million
0.03% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
608,447
shares
|
$29.3 Million
0.04% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
536,316
shares
|
$25.9 Million
4.22% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
529,294
shares
|
$25.5 Million
5.57% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
450,340
shares
|
$21.7 Million
3.41% of portfolio
|
Q3 2025
Added 19.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
423,200
shares
|
$20.4 Million
0.01% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
414,648
shares
|
$20 Million
3.73% of portfolio
|
Q3 2025
Added 23.44%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
375,124
shares
|
$18.1 Million
7.3% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
367,049
shares
|
$17.7 Million
0.55% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
353,484
shares
|
$17 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
341,011
shares
|
$16.4 Million
0.0% of portfolio
|
Q3 2025
Added 10.98%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
337,148
shares
|
$16.3 Million
6.03% of portfolio
|
Q4 2023
Added 83.04%
|
|