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 |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
7,315
shares
|
$345,341
0.02% of portfolio
|
Q1 2025
Added 10.3%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
6,853
shares
|
$323,530
0.14% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
6,819
shares
|
$321,924
0.0% of portfolio
|
Q1 2025
Reduced 36.69%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
6,637
shares
|
$313,332
0.16% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
6,622
shares
|
$312,624
0.21% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
6,545
shares
|
$308,989
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
6,520
shares
|
$307,809
0.1% of portfolio
|
Q2 2024
Added 68.61%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
6,377
shares
|
$301,058
0.12% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
6,252
shares
|
$295,156
0.09% of portfolio
|
Q2 2025
Added 19.34%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
6,152
shares
|
$290,435
0.01% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
5,918
shares
|
$279,388
0.14% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
5,901
shares
|
$278,586
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
5,870
shares
|
$277,122
0.1% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
5,859
shares
|
$276,603
0.04% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
5,786
shares
|
$273,157
0.0% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
5,775
shares
|
$272,637
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Anson Capital, Inc.
|
May 07, 2025 Q1 2025 |
5,735
shares
|
$270,749
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
5,579
shares
|
$263,384
0.06% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
5,400
shares
|
$254,934
0.11% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
5,355
shares
|
$252,809
0.01% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
5,320
shares
|
$251,157
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
5,265
shares
|
$248,560
0.01% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
5,156
shares
|
$243,414
0.03% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
5,061
shares
|
$238,929
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
5,056
shares
|
$238,693
0.03% of portfolio
|
Q4 2023
Reduced 52.77%
|