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 |
|---|---|---|---|---|---|
|
Warburton Capital Management, LLC
Tulsa, OK |
May 09, 2025 Q1 2025 |
9,610
shares
|
$453,688
0.33% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
9,580
shares
|
$452,271
0.26% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
9,469
shares
|
$447,031
0.08% of portfolio
|
Q1 2025
Added 23.2%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
9,168
shares
|
$432,821
0.12% of portfolio
|
Q2 2025
Added 41.81%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
9,028
shares
|
$426,211
0.43% of portfolio
|
Q1 2025
Added 31.85%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
8,968
shares
|
$423,379
0.21% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
8,856
shares
|
$418,091
0.3% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
8,836
shares
|
$417,147
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
8,831
shares
|
$416,911
0.08% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
8,598
shares
|
$405,911
0.0% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
8,541
shares
|
$403,220
0.13% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
8,462
shares
|
$399,491
0.33% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
8,444
shares
|
$398,641
0.07% of portfolio
|
Q1 2025
Added 89.8%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
May 23, 2025 Q1 2025 |
8,439
shares
|
$398,405
0.13% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
8,430
shares
|
$397,980
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
8,203
shares
|
$387,263
0.01% of portfolio
|
Q4 2023
Reduced 20.15%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
8,123
shares
|
$383,486
0.14% of portfolio
|
Q1 2025
Reduced 21.2%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
7,899
shares
|
$372,911
0.2% of portfolio
|
Q1 2025
Reduced 9.91%
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
7,871
shares
|
$371,589
0.31% of portfolio
|
Q2 2025
Added 51.37%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
7,775
shares
|
$367,057
0.13% of portfolio
|
Q2 2025
Added 19.8%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
7,711
shares
|
$364,036
0.0% of portfolio
|
Q1 2025
Added 42.43%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
7,710
shares
|
$363,989
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
7,642
shares
|
$360,778
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
7,486
shares
|
$353,414
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
7,439
shares
|
$351,195
0.01% of portfolio
|
Q1 2025
Reduced 2.4%
|