Who owns DIMENSIONAL ETF TRUST NATIONAL MUNICIP?
- Ticker: DFNM
- CUSIP Number: 25434v849
Tip: Access positions for across all investors
Analyze quarterly positions in Dimensional Etf Trust National Municip with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Dimensional Etf Trust National Municip stock
Who bought or sold DIMENSIONAL ETF TRUST NATIONAL MUNICIP this quarter?
Fund or Company Name |
Shares Held |
Valued At |
Change in Shares |
As Of |
Actions |
|---|---|---|---|---|---|
| Truepoint | 2.7M | $129M | 3% | Dec 2024 |
|
| Colony | 1.9M | $92M | 32% | Dec 2024 |
|
| Foster Group | 1.1M | $53M | -3% | Mar 2025 |
|
| GeoWealth Management | 1.0M | $48M | 5% | Dec 2024 |
|
| Beaird Harris Wealth Management | 819k | $39M | -4% | Dec 2024 |
|
| Rather & Kittrell | 698k | $33M | 10% | Dec 2024 |
|
| Pathstone Holdings | 697k | $33M | -3% | Dec 2024 |
|
| Apella Capital | 644k | $30M | 16% | Mar 2025 |
|
| Commonwealth Equity Services | 632k | $30M | 5% | Dec 2024 |
|
| Sequoia Financial Advisors | 614k | $29M | 10% | Dec 2024 |
|
| Austin Wealth Management | 601k | $29M | 2% | Dec 2024 |
|
| Buckingham Strategic Partners | 468k | $22M | 84% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 420k | $20M | -17% | Mar 2025 |
|
| PBMares Wealth Management | 417k | $20M | 4% | Dec 2024 |
|
| Assetmark | 407k | $19M | 45% | Dec 2024 |
|
| RAM Investment Partners | 404k | $19M | 9% | Dec 2024 |
|
| Awm Capital | 398k | $19M | -14% | Dec 2024 |
|
| Strathmore Capital Advisors | 368k | $18M | 100% | Dec 2024 |
|
| HighTower Advisors | 351k | $17M | 48% | Dec 2024 |
|
| Yardley Wealth Management | 309k | $15M | 22% | Dec 2024 |
|
| Mattern Wealth Management | 293k | $14M | 4% | Dec 2024 |
|
| Bank of America Corporation | 276k | $13M | 34% | Dec 2024 |
|
| LPL Financial | 273k | $13M | 7% | Dec 2024 |
|
| Asset Planning Corporation | 255k | $12M | 5% | Dec 2024 |
|
| Graves-Light Private Wealth Management | 251k | $12M | 8% | Mar 2025 |
|
| Vestment Financial | 205k | $9.8M | 100% | Mar 2025 |
|
| Integrated Wealth Concepts | 200k | $9.5M | 3% | Dec 2024 |
|
| Maryland Capital Advisors | 189k | $9.0M | 3% | Dec 2024 |
|
| Resonant Capital Advisors | 188k | $9.0M | 17% | Dec 2024 |
|
| Vested Financial Planning | 187k | $8.9M | 100% | Dec 2024 |
|
| West Financial Advisors | 184k | $8.7M | 6% | Mar 2025 |
|
| Compass Financial | 184k | $8.8M | -3% | Dec 2024 |
|
| Confluence Investment Management | 177k | $8.5M | -5% | Dec 2024 |
|
| David Wealth Management | 173k | $8.2M | 4% | Mar 2025 |
|
| Collective Family Office | 154k | $7.3M | -7% | Mar 2025 |
|
| Entrewealth | 141k | $6.8M | 100% | Dec 2024 |
|
| Envestnet Asset Management | 116k | $5.6M | 5% | Dec 2024 |
|
| Vestia Personal Wealth Advisors | 116k | $5.5M | 87% | Dec 2024 |
|
| CI Private Wealth | 112k | $5.3M | -14% | Dec 2024 |
|
| Sax Wealth Advisors | 102k | $4.9M | -8% | Dec 2024 |
|
| United Wealth Management | 96k | $4.6M | 100% | Dec 2024 |
|
| Evanson Asset Management | 96k | $4.6M | 0% | Dec 2024 |
|
| Legacy Financial Group | 95k | $4.5M | -5% | Dec 2024 |
|
| American Investment Services | 93k | $4.4M | 2% | Dec 2024 |
|
| Wescott Financial Advisory Group | 90k | $4.3M | -1% | Dec 2024 |
|
| Core Wealth Management | 90k | $4.3M | 5% | Dec 2024 |
|
| Hanson McClain Advisors | 88k | $4.2M | -8% | Dec 2024 |
|
| Jpmorgan Chase & Co | 85k | $4.1M | -6% | Dec 2024 |
|
| RW Investment Management | 82k | $3.9M | -7% | Dec 2024 |
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 82k | $3.9M | 10% | Dec 2024 |
|
| Kuehl Shepherd Kozlowski & Associates | 81k | $3.8M | 2% | Dec 2024 |
|
| Vermillion Wealth Management | 81k | $3.8M | 100% | Dec 2024 |
|
| Stifel Financial | 78k | $3.7M | -23% | Dec 2024 |
|
| Warren Averett Asset Management | 77k | $3.7M | 3% | Dec 2024 |
|
| Modera Wealth Management | 77k | $3.7M | 2% | Dec 2024 |
|
| Tassel Capital Management | 74k | $3.5M | 100% | Dec 2024 |
|
| GEM Asset Management | 72k | $3.4M | -2% | Mar 2025 |
|
| Advisor Group Holdings | 70k | $3.4M | 21% | Dec 2024 |
|
| DiNuzzo Private Wealth | 65k | $3.1M | 23% | Dec 2024 |
|
| Timonier Family Office | 62k | $3.0M | 100% | Dec 2024 |
|
| Aurelius Family Office | 60k | $2.9M | 100% | Dec 2024 |
|
| Financial Engines Advisors L.L.C | 59k | $2.8M | 100% | Dec 2024 |
|
| Us Bancorp | 58k | $2.8M | 0% | Dec 2024 |
|
| Dopkins Wealth Management | 58k | $2.7M | 1300% | Dec 2024 |
|
| FF Advisors | 56k | $2.7M | -22% | Dec 2024 |
|
| Mills Wealth Advisors | 55k | $2.6M | -25% | Dec 2024 |
|
| PrairieView Partners | 53k | $2.5M | 88% | Dec 2024 |
|
| Citrine Capital | 52k | $2.5M | 100% | Dec 2024 |
|
| Branch Banking & Trust Company | 50k | $2.4M | 5% | Dec 2024 |
|
| Landmark Wealth Management | 48k | $2.3M | 3% | Dec 2024 |
|
| Baker Avenue Asset Management | 48k | $2.3M | 12% | Dec 2024 |
|
| Mather Group | 47k | $2.2M | -6% | Dec 2024 |
|
| Liberty Capital Management | 46k | $2.2M | 0% | Mar 2025 |
|
| Verisail Partners | 44k | $2.1M | 1% | Mar 2025 |
|
| Private Advisor | 43k | $2.0M | -1% | Dec 2024 |
|
| Patriot Financial Group Insurance Agency | 41k | $2.0M | 4% | Mar 2025 |
|
| Elevate Wealth Advisory | 41k | $2.0M | 2% | Dec 2024 |
|
| Wheelhouse Advisory Group | 41k | $2.0M | 181% | Dec 2024 |
|
| Helen Stephens Group | 41k | $1.9M | 3% | Dec 2024 |
|
| Park Avenue Securities | 40k | $1.9M | 0% | Mar 2025 |
|
| Shearwater Capital | 40k | $1.9M | 7% | Mar 2025 |
|
| 25 | 39k | $1.9M | -4% | Mar 2025 |
|
| Resources Investment Advisors | 38k | $1.8M | -2% | Dec 2024 |
|
| Hiley Hunt Wealth Management | 38k | $1.8M | -2% | Mar 2025 |
|
| Phillips Financial Management | 37k | $1.8M | -29% | Dec 2024 |
|
| Savant Capital Management | 34k | $1.6M | -18% | Dec 2024 |
|
| Strategic Investment Solutions | 34k | $1.6M | 15% | Dec 2024 |
|
| Jane Street | 34k | $1.6M | 42% | Dec 2024 |
|
| Great Valley Advisor Group | 33k | $1.6M | 5% | Dec 2024 |
|
| Blume Capital Management | 32k | $1.5M | -31% | Dec 2024 |
|
| Integrity Wealth Solutions | 32k | $1.5M | -1% | Dec 2024 |
|
| Quarry Hill Advisors | 31k | $1.5M | 13% | Dec 2024 |
|
| CPA Asset Management | 30k | $1.5M | 13% | Dec 2024 |
|
| Royal Bank of Canada | 29k | $1.4M | 10% | Dec 2024 |
|
| White Wing Wealth Management | 28k | $1.3M | -5% | Dec 2024 |
|
| CogentBlue Wealth Advisors | 27k | $1.3M | 100% | Dec 2024 |
|
| Physician Wealth Solutions | 26k | $1.2M | 0% | Dec 2024 |
|
| Mml Investors Services | 26k | $1.2M | -13% | Dec 2024 |
|
| Heritage Wealth Management | 26k | $1.2M | 18% | Dec 2024 |
|
| Mercer Global Advisors | 26k | $1.2M | -23% | Dec 2024 |
|
| Oceanside Advisors | 24k | $1.2M | 3% | Dec 2024 |
|
| Safeguard Investment Advisory Group | 24k | $1.1M | 2% | Dec 2024 |
|
| Scratch Capital | 23k | $1.1M | 100% | Dec 2024 |
|
| One Degree Advisors | 23k | $1.1M | -21% | Dec 2024 |
|
| Investmark Advisory Group | 22k | $1.1M | 2% | Dec 2024 |
|
| Websterrogers Financial Advisors | 21k | $1.0M | -10% | Mar 2025 |
|
| Main Street Financial Solutions | 21k | $1.0M | 1% | Dec 2024 |
|
| Roberts Glore & Co | 21k | $984k | 0% | Dec 2024 |
|
| WPWealth | 20k | $932k | -12% | Dec 2024 |
|
| Pure Financial Advisors | 18k | $869k | -6% | Dec 2024 |
|
| Sterling Wealth Advisors | 18k | $857k | 100% | Dec 2024 |
|
| Northwest Wealth Management | 17k | $815k | 100% | Dec 2024 |
|
| Brown Brothers Harriman & Co. | 17k | $793k | -39% | Dec 2024 |
|
| Five Oceans Advisors | 16k | $751k | 0% | Dec 2024 |
|
| Disciplined Investments | 15k | $729k | 0% | Mar 2025 |
|
| Rehmann Capital Advisory | 15k | $731k | 42% | Dec 2024 |
|
| Brady Martz Wealth Solutions | 15k | $727k | 100% | Dec 2024 |
|
| Note Advisors | 15k | $719k | 100% | Dec 2024 |
|
| Jackson Thornton Asset Management | 15k | $701k | 11% | Dec 2024 |
|
| Tableaux | 15k | $692k | 100% | Dec 2024 |
|
| Wealthcare Advisory Partners | 14k | $683k | 100% | Mar 2025 |
|
| Flow Traders US | 14k | $681k | 100% | Dec 2024 |
|
| Friday Financial | 14k | $676k | 100% | Dec 2024 |
|
| Eldridge Investment Advisors | 14k | $676k | -12% | Dec 2024 |
|
| Rockefeller Capital Management | 14k | $658k | 100% | Dec 2024 |
|
| Parkworth Wealth Management | 14k | $652k | 100% | Dec 2024 |
|
| Wealthstream Advisors | 13k | $604k | 9% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 12k | $590k | 5% | Dec 2024 |
|
| Kovitz Investment Group Partners | 12k | $580k | 43% | Dec 2024 |
|
| Dynamic Advisors Solutions | 12k | $571k | 3% | Dec 2024 |
|
| Paul Damon & Associates | 12k | $569k | 24% | Dec 2024 |
|
| Western Wealth Management | 12k | $564k | -18% | Dec 2024 |
|
| Crews Bank & Trust | 12k | $553k | 100% | Dec 2024 |
|
| SpringVest Wealth Management | 11k | $543k | 100% | Dec 2024 |
|
| Iowa State Bank | 11k | $536k | 100% | Mar 2025 |
|
| Grunden Financial Advisory | 11k | $518k | 1% | Dec 2024 |
|
| CVA Family Office | 11k | $513k | 0% | Mar 2025 |
|
| Aptus Capital Advisors | 11k | $515k | -52% | Dec 2024 |
|
| Creative Planning | 11k | $513k | 90% | Dec 2024 |
|
| WMS Partners | 11k | $502k | 0% | Dec 2024 |
|
| Goss Wealth Management | 10k | $493k | 24% | Dec 2024 |
|
| Jentner | 10k | $492k | 112% | Dec 2024 |
|
| DecisionPoint Financial | 10k | $482k | 0% | Dec 2024 |
|
| Warburton Capital Management | 9.9k | $471k | 100% | Dec 2024 |
|
| Betterment | 9.7k | $462k | 7% | Dec 2024 |
|
| Beta Wealth | 9.6k | $458k | 5% | Dec 2024 |
|
| Great Oak Capital Partners | 9.5k | $453k | 1% | Dec 2024 |
|
| Martin Worley Group | 9.5k | $453k | 100% | Dec 2024 |
|
| Wealthspan Partners | 9.3k | $444k | 0% | Dec 2024 |
|
| LJI Wealth Management | 9.1k | $436k | 3% | Dec 2024 |
|
| Captrust Financial Advisors | 9.0k | $431k | -14% | Dec 2024 |
|
| Claris Advisors, Llc / Mo / | 8.9k | $421k | -15% | Mar 2025 |
|
| Morgan Stanley | 8.8k | $422k | -19% | Dec 2024 |
|
| Triune Financial Partners | 8.4k | $401k | -26% | Dec 2024 |
|
| McIlrath & Eck | 7.7k | $367k | -19% | Dec 2024 |
|
| Bleakley Financial Group | 6.5k | $312k | -39% | Dec 2024 |
|
| Sage Rhino Capital | 4.7k | $223k | -81% | Dec 2024 |
|
| UMA Financial Services | 4.4k | $213k | -58% | Dec 2024 |
|
Who sold out of Dimensional Etf Trust National Municip?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Texas Capital Bank Wealth Management Services | Sep 2024 | 31k | $1.5M |
| Cary Street Partner Investment Advisory | Sep 2024 | 28k | $1.4M |
| Ruedi Wealth Management | Sep 2024 | 11k | $531k |
| Simplicity Wealth | Dec 2024 | 11k | $512k |