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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
831
shares
|
$40,070
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
801
shares
|
$38,624
0.0% of portfolio
|
Q4 2024
Added 15.75%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
471
shares
|
$22,711
0.0% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
462
shares
|
$22,277
0.02% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
412
shares
|
$19,866
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
312
shares
|
$15,044
0.0% of portfolio
|
Q4 2024
Reduced 72.99%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
307
shares
|
$14,803
0.0% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
306
shares
|
$14,755
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
176
shares
|
$8,486
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
138
shares
|
$6,654
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
82
shares
|
$3,954
0.0% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|