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 252 institutions that hold shares in the stock, with a total of 27.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
4,986
shares
|
$235,389
0.03% of portfolio
|
Q2 2024
Reduced 5.82%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
4,875
shares
|
$230,148
0.03% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
4,611
shares
|
$217,685
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
4,421
shares
|
$208,715
0.09% of portfolio
|
Q2 2025
Reduced 10.61%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
4,320
shares
|
$203,947
0.0% of portfolio
|
Q1 2025
Added 357.14%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
4,224
shares
|
$199,415
0.1% of portfolio
|
Q1 2025
Reduced 54.52%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
4,082
shares
|
$192,711
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
3,705
shares
|
$174,913
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,062
shares
|
$97,347
0.0% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
1,940
shares
|
$91,587
0.02% of portfolio
|
Q2 2025
Added 11.24%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,223
shares
|
$57,737
0.0% of portfolio
|
Q1 2025
Reduced 53.8%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
1,040
shares
|
$49,098
0.01% of portfolio
|
Q1 2025
Added 239.87%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
1,038
shares
|
$49,003
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
961
shares
|
$45,368
0.0% of portfolio
|
Q4 2023
Reduced 2.34%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
842
shares
|
$39,750
0.0% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
831
shares
|
$39,231
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
809
shares
|
$38,192
0.0% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
478
shares
|
$22,566
0.0% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
453
shares
|
$21,386
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
412
shares
|
$19,450
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
311
shares
|
$14,682
0.0% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
138
shares
|
$6,514
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
125
shares
|
$5,901
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
82
shares
|
$3,871
0.0% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
71
shares
|
$3,351
0.0% of portfolio
|
Q1 2025
New holding
|