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 237 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 |
|---|---|---|---|---|---|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
2,700,098
shares
|
$130 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
|
$57.7 Million
0.64% of portfolio
|
Q2 2024
Added 29.49%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
1,144,068
shares
|
$55.2 Million
2.17% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,006,570
shares
|
$48.5 Million
1.65% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
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%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
819,122
shares
|
$39.5 Million
3.61% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
698,195
shares
|
$33.7 Million
8.54% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
697,218
shares
|
$33.6 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
695,758
shares
|
$33.5 Million
3.9% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
631,891
shares
|
$30.5 Million
0.04% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
613,517
shares
|
$29.6 Million
0.25% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
601,424
shares
|
$29 Million
5.96% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
552,649
shares
|
$26.6 Million
1.04% of portfolio
|
Q4 2024
Added 17.43%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
488,958
shares
|
$23.6 Million
0.05% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
468,347
shares
|
$22.6 Million
0.41% of portfolio
|
Q4 2024
Added 84.2%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
417,058
shares
|
$20.1 Million
4.12% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
406,869
shares
|
$19.6 Million
0.05% of portfolio
|
Q4 2024
Added 45.03%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
404,211
shares
|
$19.5 Million
4.75% of portfolio
|
Q4 2024
Added 9.25%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
398,444
shares
|
$19.2 Million
3.19% of portfolio
|
Q4 2024
Reduced 14.21%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
367,620
shares
|
$17.7 Million
12.78% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
350,658
shares
|
$16.9 Million
0.02% of portfolio
|
Q4 2024
Added 48.32%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
337,148
shares
|
$16.3 Million
6.03% of portfolio
|
Q4 2023
Added 83.04%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Feb 10, 2025 Q4 2024 |
308,855
shares
|
$14.9 Million
7.18% of portfolio
|
Q4 2024
Added 22.41%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
293,088
shares
|
$14.1 Million
3.32% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
275,960
shares
|
$13.3 Million
0.0% of portfolio
|
Q4 2024
Added 34.12%
|