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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
37,952
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.71%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
37,250
shares
|
$1.76 Million
1.47% of portfolio
|
Q2 2025
Reduced 27.6%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
37,138
shares
|
$1.75 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
36,938
shares
|
$1.74 Million
0.02% of portfolio
|
Q2 2025
Reduced 26.28%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
36,726
shares
|
$1.73 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
36,156
shares
|
$1.71 Million
1.12% of portfolio
|
Q1 2025
Added 16.88%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
34,490
shares
|
$1.63 Million
1.16% of portfolio
|
Q1 2025
Reduced 16.46%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
33,309
shares
|
$1.57 Million
0.04% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
33,207
shares
|
$1.57 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
32,810
shares
|
$1.55 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
30,965
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
30,375
shares
|
$1.43 Million
0.89% of portfolio
|
Q1 2025
Added 155.23%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
28,034
shares
|
$1.32 Million
0.56% of portfolio
|
Q1 2023
Added 44.48%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
27,868
shares
|
$1.32 Million
1.0% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
27,357
shares
|
$1.29 Million
0.42% of portfolio
|
Q2 2025
Added 29.11%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
27,152
shares
|
$1.28 Million
0.3% of portfolio
|
Q1 2025
Reduced 15.08%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
26,937
shares
|
$1.27 Million
0.01% of portfolio
|
Q1 2025
Added 160.92%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
26,028
shares
|
$1.23 Million
0.67% of portfolio
|
Q1 2025
Reduced 18.52%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
24,918
shares
|
$1.18 Million
0.43% of portfolio
|
Q3 2023
Reduced 8.34%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
23,538
shares
|
$1.11 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
|
$1.11 Million
0.68% of portfolio
|
Q2 2025
Added 3762.93%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
23,437
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
22,818
shares
|
$1.08 Million
0.14% of portfolio
|
Q1 2025
Added 55.56%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
22,765
shares
|
$1.07 Million
0.83% of portfolio
|
Q2 2025
Reduced 28.17%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Jul 10, 2025 Q2 2025 |
22,638
shares
|
$1.07 Million
0.74% of portfolio
|
Q2 2025
Added 2.51%
|