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 |
|---|---|---|---|---|---|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
37,774
shares
|
$1.82 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
37,726
shares
|
$1.81 Million
0.98% of portfolio
|
Q2 2025
Added 293.8%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
37,657
shares
|
$1.81 Million
1.1% of portfolio
|
Q2 2025
Reduced 28.55%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
37,250
shares
|
$1.79 Million
1.47% of portfolio
|
Q2 2025
Reduced 27.6%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
36,938
shares
|
$1.78 Million
0.02% of portfolio
|
Q2 2025
Reduced 26.28%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Jul 30, 2025 Q2 2025 |
35,995
shares
|
$1.73 Million
0.78% of portfolio
|
Q2 2025
Reduced 29.65%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
35,968
shares
|
$1.73 Million
1.21% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
35,837
shares
|
$1.72 Million
1.18% of portfolio
|
Q2 2025
Added 89.04%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
35,029
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
34,125
shares
|
$1.64 Million
1.33% of portfolio
|
Q2 2025
Reduced 10.95%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
33,685
shares
|
$1.62 Million
0.04% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 30, 2025 Q2 2025 |
31,047
shares
|
$1.49 Million
0.77% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
29,827
shares
|
$1.43 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
28,171
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
28,034
shares
|
$1.35 Million
0.56% of portfolio
|
Q1 2023
Added 44.48%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
27,888
shares
|
$1.34 Million
0.88% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
27,861
shares
|
$1.34 Million
0.2% of portfolio
|
Q2 2025
Added 156.55%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
27,861
shares
|
$1.34 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
27,357
shares
|
$1.32 Million
0.42% of portfolio
|
Q2 2025
Added 29.11%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
26,486
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2025
Reduced 28.68%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
24,918
shares
|
$1.2 Million
0.43% of portfolio
|
Q3 2023
Reduced 8.34%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
24,099
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
23,903
shares
|
$1.15 Million
0.13% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
23,538
shares
|
$1.13 Million
0.52% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
23,448
shares
|
$1.13 Million
0.68% of portfolio
|
Q2 2025
Added 3762.93%
|