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 250 institutions that hold shares in the stock, with a total of 27.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
65,088
shares
|
$3.13 Million
0.83% of portfolio
|
Q2 2025
Reduced 27.31%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
64,040
shares
|
$3.08 Million
1.44% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
61,424
shares
|
$2.95 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.1%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
60,980
shares
|
$2.93 Million
2.22% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
58,120
shares
|
$2.79 Million
1.01% of portfolio
|
Q2 2025
Added 48.08%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
55,952
shares
|
$2.69 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
|
$2.66 Million
0.1% of portfolio
|
Q3 2023
Reduced 64.09%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
54,972
shares
|
$2.64 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
54,775
shares
|
$2.63 Million
0.07% of portfolio
|
Q2 2025
Added 12.04%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
53,681
shares
|
$2.58 Million
0.72% of portfolio
|
Q2 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
51,377
shares
|
$2.47 Million
0.31% of portfolio
|
Q2 2025
Added 24.18%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
50,665
shares
|
$2.44 Million
0.0% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Aug 07, 2025 Q2 2025 |
47,474
shares
|
$2.28 Million
0.84% of portfolio
|
Q2 2025
Reduced 22.71%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Jul 28, 2025 Q2 2025 |
44,840
shares
|
$2.16 Million
0.9% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
44,468
shares
|
$2.14 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
43,070
shares
|
$2.07 Million
0.01% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
42,496
shares
|
$2.04 Million
0.02% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
41,463
shares
|
$1.99 Million
0.12% of portfolio
|
Q2 2025
Reduced 46.54%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
40,051
shares
|
$1.93 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
|
$1.91 Million
0.54% of portfolio
|
Q2 2025
Added 316.48%
|
|
|
Landmark Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
39,142
shares
|
$1.88 Million
0.79% of portfolio
|
Q2 2025
Reduced 23.35%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
38,427
shares
|
$1.85 Million
1.06% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
38,351
shares
|
$1.84 Million
0.03% of portfolio
|
Q2 2025
Added 98.99%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jul 09, 2025 Q2 2025 |
38,041
shares
|
$1.83 Million
0.91% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
37,952
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.71%
|