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 |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
10,556
shares
|
$507,638
0.03% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
10,478
shares
|
$503,887
0.0% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,288
shares
|
$494,749
0.19% of portfolio
|
Q2 2025
Added 16.22%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
10,116
shares
|
$486,478
0.07% of portfolio
|
Q1 2023
Added 11.7%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
10,033
shares
|
$482,486
0.02% of portfolio
|
Q2 2025
Reduced 16.06%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
10,007
shares
|
$481,236
0.19% of portfolio
|
Q2 2025
Added 122.28%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
9,620
shares
|
$462,625
0.22% of portfolio
|
Q1 2025
Reduced 38.81%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
9,475
shares
|
$455,652
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
9,344
shares
|
$449,352
0.12% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
9,168
shares
|
$440,889
0.12% of portfolio
|
Q2 2025
Added 41.81%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
9,075
shares
|
$436,416
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
9,057
shares
|
$435,551
0.29% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
9,043
shares
|
$434,877
0.07% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
8,840
shares
|
$425,115
0.16% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
8,789
shares
|
$422,663
0.0% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
8,555
shares
|
$411,409
0.25% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
8,493
shares
|
$408,428
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
8,455
shares
|
$406,600
0.2% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
8,444
shares
|
$406,071
0.07% of portfolio
|
Q1 2025
Added 89.8%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
8,326
shares
|
$400,397
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
8,290
shares
|
$398,666
0.21% of portfolio
|
Q2 2025
Reduced 7.56%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
8,203
shares
|
$394,482
0.01% of portfolio
|
Q4 2023
Reduced 20.15%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
8,187
shares
|
$393,712
0.28% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
8,123
shares
|
$390,635
0.14% of portfolio
|
Q1 2025
Reduced 21.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
8,076
shares
|
$388,374
0.0% of portfolio
|
Q2 2025
New holding
|