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 |
|---|---|---|---|---|---|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
22,395
shares
|
$1.06 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
22,084
shares
|
$1.04 Million
0.53% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
21,251
shares
|
$1 Million
0.19% of portfolio
|
Q2 2025
Reduced 17.52%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
21,011
shares
|
$991,929
0.64% of portfolio
|
Q2 2025
Added 21.88%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
20,600
shares
|
$972,526
0.31% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
20,138
shares
|
$950,714
0.08% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Scratch Capital LLC
Boise, ID |
Jul 11, 2025 Q2 2025 |
19,795
shares
|
$934,521
0.76% of portfolio
|
Q2 2025
Reduced 19.27%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
19,517
shares
|
$921,397
0.19% of portfolio
|
Q4 2024
Reduced 12.09%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
19,272
shares
|
$909,831
0.01% of portfolio
|
Q2 2023
Added 3776.85%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
19,026
shares
|
$898,217
0.25% of portfolio
|
Q1 2025
Reduced 18.92%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
18,957
shares
|
$894,959
0.74% of portfolio
|
Q1 2025
Added 25.88%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,661
shares
|
$880,985
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
May 15, 2025 Q1 2025 |
18,160
shares
|
$857,333
0.86% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jul 16, 2025 Q2 2025 |
18,086
shares
|
$853,840
0.61% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
17,935
shares
|
$846,711
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
17,764
shares
|
$838,638
0.35% of portfolio
|
Q2 2025
Reduced 41.83%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
17,674
shares
|
$834,389
0.29% of portfolio
|
Q2 2025
Added 74.47%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
16,600
shares
|
$783,686
0.01% of portfolio
|
Q4 2024
Reduced 39.36%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
15,333
shares
|
$723,870
0.35% of portfolio
|
Q3 2024
Reduced 8.55%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
15,258
shares
|
$720,330
0.58% of portfolio
|
Q1 2025
Added 11.73%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
14,523
shares
|
$685,630
0.59% of portfolio
|
Q1 2025
Added 235.09%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
14,483
shares
|
$683,742
0.02% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
13,728
shares
|
$648,098
0.33% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
12,935
shares
|
$610,661
0.0% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
12,772
shares
|
$602,966
0.44% of portfolio
|
Q1 2025
Reduced 11.85%
|