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 253 institutions that hold shares in the stock, with a total of 27.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
2,735,267
shares
|
$130 Million
3.62% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
1,503,402
shares
|
$71.4 Million
2.55% of portfolio
|
Q2 2025
Added 36.13%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,196,198
shares
|
$56.8 Million
0.64% of portfolio
|
Q2 2024
Added 29.49%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
901,027
shares
|
$42.8 Million
4.9% of portfolio
|
Q4 2023
Reduced 3.98%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
879,000
shares
|
$41.7 Million
1.79% of portfolio
|
Q1 2025
Reduced 12.67%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
803,070
shares
|
$38.1 Million
3.48% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
767,756
shares
|
$36.4 Million
8.74% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
767,754
shares
|
$36.4 Million
0.59% of portfolio
|
Q1 2025
Added 63.93%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
748,499
shares
|
$35.5 Million
0.16% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
744,689
shares
|
$35.4 Million
0.31% of portfolio
|
Q1 2025
Added 21.38%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
693,911
shares
|
$32.9 Million
3.58% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
642,423
shares
|
$30.5 Million
6.06% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
611,392
shares
|
$29 Million
0.83% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
585,114
shares
|
$27.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
553,864
shares
|
$26.3 Million
5.98% of portfolio
|
Q2 2025
Added 75.64%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
549,979
shares
|
$26.1 Million
0.04% of portfolio
|
Q1 2025
Added 56.84%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
509,241
shares
|
$24.2 Million
4.48% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
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%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
403,652
shares
|
$19.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
383,826
shares
|
$18.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
364,661
shares
|
$17.3 Million
8.41% of portfolio
|
Q1 2025
New holding
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
343,689
shares
|
$16.3 Million
2.58% of portfolio
|
Q1 2025
Reduced 13.74%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
337,148
shares
|
$16 Million
6.03% of portfolio
|
Q4 2023
Added 83.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
316,453
shares
|
$15 Million
0.0% of portfolio
|
Q1 2025
Added 14.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
301,351
shares
|
$14.3 Million
0.01% of portfolio
|
Q1 2025
Added 10.25%
|