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 |
|---|---|---|---|---|---|
|
One Degree Advisors Inc
San Diego, CA |
Jul 24, 2025 Q2 2025 |
22,814
shares
|
$1.1 Million
0.39% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
22,765
shares
|
$1.09 Million
0.83% of portfolio
|
Q2 2025
Reduced 28.17%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
22,685
shares
|
$1.09 Million
0.22% of portfolio
|
Q2 2025
Reduced 16.45%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Jul 10, 2025 Q2 2025 |
22,638
shares
|
$1.09 Million
0.74% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
22,393
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Added 91.39%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
22,300
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Jul 30, 2025 Q2 2025 |
22,204
shares
|
$1.07 Million
0.62% of portfolio
|
Q2 2025
Added 131.05%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
22,084
shares
|
$1.06 Million
0.52% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
21,347
shares
|
$1.03 Million
0.08% of portfolio
|
Q2 2025
Reduced 41.87%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
21,251
shares
|
$1.02 Million
0.19% of portfolio
|
Q2 2025
Reduced 17.52%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
21,030
shares
|
$1.01 Million
0.18% of portfolio
|
Q1 2025
Reduced 9.25%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
21,011
shares
|
$1.01 Million
0.64% of portfolio
|
Q2 2025
Added 21.88%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
20,600
shares
|
$990,654
0.29% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
20,480
shares
|
$984,883
0.04% of portfolio
|
Q2 2025
Added 14.19%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
20,202
shares
|
$971,514
0.24% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Scratch Capital LLC
Boise, ID |
Jul 11, 2025 Q2 2025 |
19,795
shares
|
$951,941
0.76% of portfolio
|
Q2 2025
Reduced 19.27%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
19,756
shares
|
$950,066
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
19,366
shares
|
$931,310
0.45% of portfolio
|
Q2 2025
Reduced 25.6%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
19,272
shares
|
$926,790
0.01% of portfolio
|
Q2 2023
Added 3776.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
19,243
shares
|
$925,395
0.0% of portfolio
|
Q2 2025
Reduced 37.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,661
shares
|
$897,407
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jul 16, 2025 Q2 2025 |
18,086
shares
|
$869,755
0.61% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Aug 06, 2025 Q2 2025 |
17,877
shares
|
$859,704
0.77% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
17,764
shares
|
$854,270
0.35% of portfolio
|
Q2 2025
Reduced 41.83%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
17,674
shares
|
$849,942
0.29% of portfolio
|
Q2 2025
Added 74.47%
|