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 |
|---|---|---|---|---|---|
|
Citrine Capital LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
106,685
shares
|
$5.04 Million
2.69% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
May 01, 2025 Q1 2025 |
99,714
shares
|
$4.71 Million
1.49% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Apr 29, 2025 Q1 2025 |
95,639
shares
|
$4.52 Million
2.6% of portfolio
|
Q1 2025
Added 132.92%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
94,002
shares
|
$4.44 Million
0.46% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
92,977
shares
|
$4.39 Million
0.0% of portfolio
|
Q1 2025
Added 9.08%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
92,937
shares
|
$4.39 Million
1.42% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
90,000
shares
|
$4.25 Million
1.75% of portfolio
|
Q2 2025
New holding
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
89,542
shares
|
$4.23 Million
0.78% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Rw Investment Management LLC
Eagle, ID |
May 13, 2025 Q1 2025 |
82,238
shares
|
$3.88 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
81,687
shares
|
$3.86 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
81,265
shares
|
$3.84 Million
0.0% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
79,701
shares
|
$3.76 Million
0.44% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
79,316
shares
|
$3.74 Million
2.14% of portfolio
|
Q2 2023
Reduced 14.13%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
77,558
shares
|
$3.66 Million
0.27% of portfolio
|
Q1 2025
Reduced 23.86%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
76,203
shares
|
$3.6 Million
0.29% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
75,876
shares
|
$3.58 Million
1.72% of portfolio
|
Q2 2025
Added 8.72%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
74,791
shares
|
$3.53 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
74,778
shares
|
$3.53 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jul 18, 2025 Q2 2025 |
73,321
shares
|
$3.46 Million
2.48% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
73,211
shares
|
$3.46 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.8%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
72,279
shares
|
$3.41 Million
0.36% of portfolio
|
Q1 2025
Added 35.76%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
70,628
shares
|
$3.33 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
70,058
shares
|
$3.31 Million
0.01% of portfolio
|
Q1 2025
Added 18.07%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
69,632
shares
|
$3.29 Million
0.82% of portfolio
|
Q2 2025
Added 51.26%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
67,054
shares
|
$3.17 Million
1.63% of portfolio
|
Q2 2025
Reduced 6.72%
|