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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
66,155
shares
|
$3.12 Million
0.03% of portfolio
|
Q2 2025
Added 187.71%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
65,939
shares
|
$3.11 Million
0.29% of portfolio
|
Q3 2022
Added 3.23%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
64,040
shares
|
$3.02 Million
1.44% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Apr 23, 2025 Q1 2025 |
61,420
shares
|
$2.9 Million
1.29% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
60,980
shares
|
$2.88 Million
2.22% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
58,120
shares
|
$2.74 Million
1.01% of portfolio
|
Q2 2025
Added 48.08%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
56,482
shares
|
$2.67 Million
0.08% of portfolio
|
Q1 2025
Added 18.85%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
55,952
shares
|
$2.64 Million
1.38% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
55,304
shares
|
$2.61 Million
0.1% of portfolio
|
Q3 2023
Reduced 64.09%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
52,703
shares
|
$2.49 Million
1.67% of portfolio
|
Q1 2025
Added 13.45%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
51,377
shares
|
$2.43 Million
0.31% of portfolio
|
Q2 2025
Added 24.18%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
51,169
shares
|
$2.42 Million
1.29% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
51,064
shares
|
$2.41 Million
1.07% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
50,665
shares
|
$2.39 Million
0.0% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
48,890
shares
|
$2.31 Million
0.07% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
44,468
shares
|
$2.1 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
44,323
shares
|
$2.09 Million
0.0% of portfolio
|
Q1 2025
Added 32.48%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Apr 17, 2025 Q1 2025 |
43,745
shares
|
$2.07 Million
0.96% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
42,496
shares
|
$2.01 Million
0.02% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
42,127
shares
|
$1.99 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
40,051
shares
|
$1.89 Million
1.21% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jul 15, 2025 Q2 2025 |
39,624
shares
|
$1.87 Million
0.54% of portfolio
|
Q2 2025
Added 316.48%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
38,351
shares
|
$1.81 Million
0.03% of portfolio
|
Q2 2025
Added 98.99%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
38,320
shares
|
$1.81 Million
1.73% of portfolio
|
Q1 2025
Reduced 11.38%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jul 09, 2025 Q2 2025 |
38,041
shares
|
$1.8 Million
0.91% of portfolio
|
Q2 2025
Added 0.35%
|