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 |
|---|---|---|---|---|---|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
12,647
shares
|
$597,064
0.12% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
12,548
shares
|
$592,391
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
12,295
shares
|
$580,446
0.0% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
12,210
shares
|
$576,434
0.09% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
12,102
shares
|
$571,335
0.14% of portfolio
|
Q1 2025
Reduced 14.51%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,708
shares
|
$552,734
0.06% of portfolio
|
Q4 2022
Added 47.01%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,700
shares
|
$552,357
0.0% of portfolio
|
Q1 2025
Added 21.03%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
11,612
shares
|
$548,202
0.0% of portfolio
|
Q1 2025
Reduced 55.12%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
11,374
shares
|
$536,966
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
11,271
shares
|
$532,103
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
11,265
shares
|
$531,820
0.04% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
10,986
shares
|
$518,649
0.0% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Apr 24, 2025 Q1 2025 |
10,912
shares
|
$515,155
0.25% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
10,909
shares
|
$515,013
0.16% of portfolio
|
Q2 2025
Reduced 62.0%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
10,860
shares
|
$512,700
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
10,785
shares
|
$509,159
0.08% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
10,526
shares
|
$496,932
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
10,478
shares
|
$494,666
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,288
shares
|
$485,696
0.19% of portfolio
|
Q2 2025
Added 16.22%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
10,116
shares
|
$477,576
0.07% of portfolio
|
Q1 2023
Added 11.7%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
10,098
shares
|
$476,726
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
10,033
shares
|
$473,657
0.02% of portfolio
|
Q2 2025
Reduced 16.06%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
10,007
shares
|
$472,430
0.19% of portfolio
|
Q2 2025
Added 122.28%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
9,942
shares
|
$469,361
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
9,620
shares
|
$454,160
0.22% of portfolio
|
Q1 2025
Reduced 38.81%
|