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 |
|---|---|---|---|---|---|
|
Yardley Wealth Management LLC
Yardley, PA |
Jul 22, 2025 Q2 2025 |
280,206
shares
|
$13.3 Million
7.27% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Asset Planning Corporation
|
May 12, 2025 Q1 2025 |
272,813
shares
|
$13 Million
7.7% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
259,734
shares
|
$12.3 Million
5.45% of portfolio
|
Q2 2025
Reduced 29.35%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
246,063
shares
|
$11.7 Million
1.4% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
236,140
shares
|
$11.2 Million
0.8% of portfolio
|
Q1 2025
Added 25.59%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
227,907
shares
|
$10.8 Million
6.86% of portfolio
|
Q2 2025
Added 11.4%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
222,984
shares
|
$10.6 Million
3.32% of portfolio
|
Q2 2023
Reduced 0.81%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
196,429
shares
|
$9.32 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
187,521
shares
|
$8.9 Million
1.55% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jul 21, 2025 Q2 2025 |
185,768
shares
|
$8.82 Million
7.84% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Compass Financial Group, Inc.
|
May 06, 2025 Q1 2025 |
178,003
shares
|
$8.45 Million
4.71% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
172,600
shares
|
$8.19 Million
6.09% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
167,895
shares
|
$7.97 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
164,192
shares
|
$7.79 Million
0.27% of portfolio
|
Q2 2025
Added 158.62%
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
159,113
shares
|
$7.55 Million
5.82% of portfolio
|
Q1 2025
Added 13.17%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
156,680
shares
|
$7.44 Million
1.44% of portfolio
|
Q2 2025
Added 291.37%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
156,384
shares
|
$7.42 Million
3.45% of portfolio
|
Q2 2025
Added 57.83%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
139,105
shares
|
$6.6 Million
1.72% of portfolio
|
Q2 2025
Reduced 9.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
131,175
shares
|
$6.23 Million
0.01% of portfolio
|
Q4 2024
Reduced 46.7%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
126,773
shares
|
$6.02 Million
2.44% of portfolio
|
Q2 2025
Reduced 30.71%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
119,085
shares
|
$5.65 Million
2.65% of portfolio
|
Q2 2025
Added 53.9%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Apr 29, 2025 Q1 2025 |
117,759
shares
|
$5.59 Million
2.15% of portfolio
|
Q1 2025
Added 30.92%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
117,388
shares
|
$5.57 Million
0.0% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
115,657
shares
|
$5.49 Million
3.76% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
110,262
shares
|
$5.23 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.52%
|