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 250 institutions that hold shares in the stock, with a total of 27.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
2,637,846
shares
|
$127 Million
3.2% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
1,503,402
shares
|
$72.3 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
|
$57.5 Million
0.64% of portfolio
|
Q2 2024
Added 29.49%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
901,027
shares
|
$43.3 Million
4.9% of portfolio
|
Q4 2023
Reduced 3.98%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
862,408
shares
|
$41.5 Million
1.71% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
821,988
shares
|
$39.5 Million
3.28% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
793,418
shares
|
$38.2 Million
0.15% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
782,727
shares
|
$37.6 Million
8.21% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
694,395
shares
|
$33.4 Million
0.47% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
667,113
shares
|
$32.1 Million
3.35% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
611,392
shares
|
$29.4 Million
0.83% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
589,215
shares
|
$28.3 Million
0.04% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
578,554
shares
|
$27.8 Million
0.04% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
553,864
shares
|
$26.6 Million
5.98% of portfolio
|
Q2 2025
Added 75.64%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
509,241
shares
|
$24.5 Million
4.48% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
472,297
shares
|
$22.7 Million
2.99% of portfolio
|
Q2 2025
Added 37.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
399,622
shares
|
$19.2 Million
0.01% of portfolio
|
Q2 2025
Added 32.61%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
383,826
shares
|
$18.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
378,263
shares
|
$18.2 Million
3.18% of portfolio
|
Q2 2025
Reduced 41.12%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
370,076
shares
|
$17.8 Million
7.72% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
347,452
shares
|
$16.7 Million
0.53% of portfolio
|
Q2 2025
Added 4541.36%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
337,654
shares
|
$16.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 16.35%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
337,148
shares
|
$16.2 Million
6.03% of portfolio
|
Q4 2023
Added 83.04%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
335,907
shares
|
$16.2 Million
3.34% of portfolio
|
Q2 2025
Reduced 21.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
307,275
shares
|
$14.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.9%
|