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 |
|---|---|---|---|---|---|
|
Anson Capital, Inc.
|
Aug 01, 2025 Q2 2025 |
7,935
shares
|
$381,594
0.37% of portfolio
|
Q2 2025
Added 38.36%
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
7,871
shares
|
$378,516
0.31% of portfolio
|
Q2 2025
Added 51.37%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
7,775
shares
|
$373,899
0.13% of portfolio
|
Q2 2025
Added 19.8%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
7,710
shares
|
$370,773
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
7,686
shares
|
$369,619
0.06% of portfolio
|
Q2 2025
Reduced 18.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
7,573
shares
|
$364,185
0.0% of portfolio
|
Q2 2025
Added 1571.74%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Aug 01, 2025 Q2 2025 |
7,511
shares
|
$361,203
0.27% of portfolio
|
Q2 2025
Reduced 48.28%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
7,504
shares
|
$360,867
0.0% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
7,423
shares
|
$356,972
0.02% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
7,377
shares
|
$354,759
0.03% of portfolio
|
Q2 2025
Added 43.08%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
7,264
shares
|
$349,325
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
6,853
shares
|
$329,560
0.14% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
6,622
shares
|
$318,451
0.21% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
6,526
shares
|
$313,835
0.14% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
6,520
shares
|
$313,546
0.1% of portfolio
|
Q2 2024
Added 68.61%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
6,252
shares
|
$300,658
0.09% of portfolio
|
Q2 2025
Added 19.34%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
6,197
shares
|
$298,013
0.01% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
6,141
shares
|
$295,320
0.11% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
5,984
shares
|
$287,770
0.08% of portfolio
|
Q2 2025
Reduced 29.09%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
5,945
shares
|
$285,895
0.12% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
5,921
shares
|
$284,740
0.04% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
5,775
shares
|
$277,719
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
5,729
shares
|
$275,507
0.01% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
5,579
shares
|
$268,294
0.06% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
5,370
shares
|
$258,243
0.0% of portfolio
|
Q2 2025
New holding
|