Who owns DIMENSIONAL ETF TRUST NATIONAL MUNICIP?
- Ticker: DFNM
- CUSIP Number: 25434v849
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Analyze quarterly positions in Dimensional Etf Trust National Municip with up to 7 years of data, all consolidated into one spreadsheet
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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 | 2.9M | $137M | 8% | Sep 2025 |
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| Colony | 2.6M | $123M | 23% | Sep 2025 |
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| Foster Group | 1.5M | $72M | -1% | Sep 2025 |
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| GeoWealth Management | 865k | $42M | 0% | Sep 2025 |
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| Beaird Harris Wealth Management | 836k | $40M | 2% | Sep 2025 |
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| Buckingham Strategic Partners | 831k | $40M | 20% | Sep 2025 |
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| Sequoia Financial Advisors | 818k | $39M | 5% | Sep 2025 |
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| Pathstone Holdings | 812k | $39M | 2% | Sep 2025 |
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| Rather & Kittrell | 772k | $37M | -1% | Sep 2025 |
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| MBL Wealth | 680k | $33M | 2% | Sep 2025 |
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| Apella Capital | 657k | $32M | 7% | Sep 2025 |
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| Awm Capital | 654k | $31M | 38% | Sep 2025 |
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| HighTower Advisors | 616k | $30M | 6% | Sep 2025 |
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| Commonwealth Equity Services | 608k | $29M | 3% | Sep 2025 |
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| PBMares Wealth Management | 536k | $26M | 5% | Sep 2025 |
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| Mattern Wealth Management | 529k | $25M | -4% | Sep 2025 |
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| Austin Wealth Management | 450k | $22M | 19% | Sep 2025 |
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| LPL Financial | 423k | $20M | 6% | Sep 2025 |
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| RAM Investment Partners | 415k | $20M | 23% | Sep 2025 |
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| HFM Investment Advisors | 375k | $18M | 1% | Sep 2025 |
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| Aspiriant | 367k | $18M | 6% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 354k | $17M | -8% | Sep 2025 |
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| Assetmark | 335k | $16M | -1% | Sep 2025 |
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| Yardley Wealth Management | 284k | $14M | 1% | Sep 2025 |
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| Graves-Light Private Wealth Management | 274k | $13M | 11% | Sep 2025 |
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| Vestment Financial | 254k | $12M | 11% | Sep 2025 |
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| Resonant Capital Advisors | 239k | $12M | 10% | Sep 2025 |
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| Strathmore Capital Advisors | 231k | $11M | -11% | Sep 2025 |
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| Confluence Investment Management | 216k | $10M | 29% | Sep 2025 |
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| Kovitz Investment Group Partners | 216k | $10M | -8% | Sep 2025 |
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| Asset Planning Corporation | 215k | $10M | -1% | Sep 2025 |
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| West Financial Advisors | 194k | $9.3M | 3% | Sep 2025 |
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| Vested Financial Planning | 194k | $9.3M | 4% | Sep 2025 |
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| Integrated Wealth Concepts | 188k | $9.0M | 1% | Sep 2025 |
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| Brady Martz Wealth Solutions | 173k | $8.3M | 10% | Sep 2025 |
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| David Wealth Management | 173k | $8.2M | 0% | Jun 2025 |
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| Compass Financial | 170k | $8.2M | -4% | Sep 2025 |
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| Entrewealth | 168k | $8.1M | 36% | Sep 2025 |
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| Dopkins Wealth Management | 168k | $8.0M | 41% | Sep 2025 |
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| Plan | 167k | $8.0M | 1% | Sep 2025 |
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| Porter White Investment Advisors | 160k | $7.7M | 2% | Sep 2025 |
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| Wheelhouse Advisory Group | 155k | $7.4M | 30% | Sep 2025 |
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| Citrine Capital | 142k | $6.8M | 33% | Sep 2025 |
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| Advisor Group Holdings | 139k | $6.7M | 4% | Sep 2025 |
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| Core Wealth Management | 138k | $6.6M | 25% | Sep 2025 |
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| Maryland Capital Advisors | 136k | $6.5M | 7% | Sep 2025 |
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| Vestia Personal Wealth Advisors | 126k | $6.0M | 9% | Sep 2025 |
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| United Wealth Management | 125k | $6.0M | 16% | Sep 2025 |
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| Collective Family Office | 119k | $5.7M | -15% | Sep 2025 |
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| Savant Capital Management | 115k | $5.5M | 284% | Sep 2025 |
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| Sentinel Wealth Management | 103k | $4.9M | -4% | Sep 2025 |
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| Forza Wealth Management | 99k | $4.8M | 10% | Sep 2025 |
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| Envestnet Asset Management | 94k | $4.5M | -1% | Sep 2025 |
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| Kuehl Shepherd Kozlowski & Associates | 91k | $4.4M | -3% | Sep 2025 |
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| BCO Wealth Management | 85k | $4.1M | 16% | Sep 2025 |
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| Washington Trust Advisors | 82k | $3.9M | 100% | Sep 2025 |
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| Hanson McClain Advisors | 81k | $3.9M | 32% | Sep 2025 |
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| Wescott Financial Advisory Group | 79k | $3.8M | 0% | Sep 2025 |
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| Goldman Sachs Group | 79k | $3.8M | 100% | Sep 2025 |
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| Stifel Financial | 78k | $3.8M | -2% | Sep 2025 |
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| Vermillion Wealth Management | 77k | $3.7M | 1% | Sep 2025 |
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| RW Investment Management | 75k | $3.6M | -2% | Sep 2025 |
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| DiNuzzo Private Wealth | 74k | $3.5M | 5% | Sep 2025 |
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| Tillman Hartley | 74k | $3.5M | 38% | Sep 2025 |
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| Aurelius Family Office | 69k | $3.3M | 8% | Sep 2025 |
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| Helen Stephens Group | 69k | $3.3M | -2% | Sep 2025 |
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| Modera Wealth Management | 68k | $3.3M | -2% | Sep 2025 |
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| Jpmorgan Chase & Co | 68k | $3.3M | -27% | Sep 2025 |
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| GEM Asset Management | 67k | $3.2M | 0% | Sep 2025 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 67k | $3.2M | -2% | Sep 2025 |
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| Seven Mile Advisory | 67k | $3.2M | 100% | Sep 2025 |
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| PrairieView Partners | 66k | $3.1M | -8% | Jun 2025 |
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| Summit Wealth Group | 65k | $3.1M | 0% | Sep 2025 |
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| 25 | 64k | $3.1M | 11% | Sep 2025 |
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| American Investment Services | 64k | $3.1M | -2% | Sep 2025 |
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| Legacy Financial Group | 63k | $3.0M | -17% | Sep 2025 |
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| Tassel Capital Management | 63k | $3.0M | 3% | Sep 2025 |
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| Branch Banking & Trust Company | 62k | $3.0M | 22% | Sep 2025 |
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| CI Private Wealth | 58k | $2.8M | -32% | Sep 2025 |
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| Cary Street Partners Financial | 57k | $2.7M | 4% | Sep 2025 |
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| Baker Avenue Asset Management | 56k | $2.7M | 2% | Sep 2025 |
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| HB Wealth Management | 56k | $2.7M | -16% | Sep 2025 |
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| FF Advisors | 55k | $2.6M | -1% | Sep 2025 |
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| Warren Averett Asset Management | 55k | $2.6M | -32% | Sep 2025 |
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| Scratch Capital | 54k | $2.6M | 171% | Sep 2025 |
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| Quarry Hill Advisors | 50k | $2.4M | 29% | Sep 2025 |
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| Evanson Asset Management | 49k | $2.3M | -40% | Sep 2025 |
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| Financial Engines Advisors L.L.C | 48k | $2.3M | 38% | Sep 2025 |
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| Timonier Family Office | 46k | $2.2M | -2% | Sep 2025 |
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| Verisail Partners | 46k | $2.2M | 3% | Sep 2025 |
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| Hiley Hunt Wealth Management | 46k | $2.2M | 21% | Sep 2025 |
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| Private Advisor | 45k | $2.2M | 4% | Sep 2025 |
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| Root Financial Partners | 45k | $2.1M | 504% | Sep 2025 |
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| North Ridge Wealth Advisors | 44k | $2.1M | 16% | Sep 2025 |
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| Shearwater Capital | 42k | $2.0M | 6% | Sep 2025 |
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| Landmark Wealth Management | 42k | $2.0M | 7% | Sep 2025 |
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| Park Avenue Securities | 42k | $2.0M | -1% | Sep 2025 |
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| Note Advisors | 39k | $1.9M | 9% | Sep 2025 |
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| Pure Financial Advisors | 39k | $1.9M | 1% | Sep 2025 |
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| Us Bancorp | 38k | $1.8M | 0% | Sep 2025 |
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| Mather Group | 38k | $1.8M | 2% | Sep 2025 |
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| Martin Worley Group | 38k | $1.8M | 294% | Jun 2025 |
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| Hartmann Taylor Wealth Management | 37k | $1.8M | 0% | Sep 2025 |
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| SwitchPoint Financial Planning | 37k | $1.8M | 8% | Sep 2025 |
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| Elevate Wealth Advisory | 37k | $1.8M | 2% | Sep 2025 |
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| Sax Wealth Advisors | 37k | $1.8M | -12% | Sep 2025 |
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| Great Oak Capital Partners | 36k | $1.7M | -10% | Sep 2025 |
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| Mills Wealth Advisors | 35k | $1.7M | -3% | Sep 2025 |
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| Paul Damon & Associates | 34k | $1.6M | 9% | Sep 2025 |
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| Great Valley Advisor Group | 34k | $1.6M | 0% | Sep 2025 |
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| Websterrogers Financial Advisors | 33k | $1.6M | 20% | Sep 2025 |
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| Penney Financial | 32k | $1.5M | 100% | Sep 2025 |
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| Concord Wealth Partners | 32k | $1.5M | 14% | Sep 2025 |
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| Heritage Wealth Management | 30k | $1.4M | 6% | Sep 2025 |
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| Sei Investments | 29k | $1.4M | 31% | Sep 2025 |
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| Betterment | 28k | $1.4M | 26% | Sep 2025 |
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| Goss Wealth Management | 28k | $1.3M | -1% | Sep 2025 |
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| Raymond James Financial | 27k | $1.3M | 526% | Sep 2025 |
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| One Capital Management | 27k | $1.3M | 30% | Sep 2025 |
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| Signature Resources Capital Management | 27k | $1.3M | 13% | Sep 2025 |
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| Resources Investment Advisors | 26k | $1.3M | -1% | Sep 2025 |
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| CogentBlue Wealth Advisors | 26k | $1.2M | 14% | Sep 2025 |
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| Mercer Global Advisors | 26k | $1.2M | 7% | Sep 2025 |
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| Jackson Thornton Asset Management | 25k | $1.2M | 6% | Sep 2025 |
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| Northwest Wealth Management | 25k | $1.2M | 18% | Sep 2025 |
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| One Degree Advisors | 25k | $1.2M | 9% | Sep 2025 |
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| WPWealth | 24k | $1.2M | 27% | Sep 2025 |
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| Wealthcare Advisory Partners | 24k | $1.2M | 66% | Sep 2025 |
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| IFP Advisors | 23k | $1.1M | 118% | Sep 2025 |
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| Warburton Capital Management | 23k | $1.1M | 2% | Sep 2025 |
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| Blume Capital Management | 23k | $1.1M | 0% | Sep 2025 |
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| White Wing Wealth Management | 23k | $1.1M | -1% | Sep 2025 |
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| Investmark Advisory Group | 22k | $1.1M | 0% | Sep 2025 |
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| New Dimensions Wealth Management | 22k | $1.1M | 23% | Sep 2025 |
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| Phillips Financial Management | 21k | $1.0M | 0% | Sep 2025 |
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| Roberts Glore & Co | 21k | $988k | 0% | Sep 2025 |
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| Royal Bank of Canada | 20k | $1.5M | 3% | Sep 2025 |
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| Meredith Wealth Planning | 19k | $931k | 150% | Sep 2025 |
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| Sterling Wealth Advisors | 19k | $891k | 2% | Sep 2025 |
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| Farther Finance Advisors | 18k | $865k | 774% | Sep 2025 |
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| PFG Private Wealth Management | 18k | $865k | 100% | Sep 2025 |
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| Integrity Wealth Solutions | 18k | $865k | -7% | Sep 2025 |
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| XY Planning Network | 18k | $838k | 0% | Sep 2025 |
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| Cambridge Investment Research Advisors | 17k | $833k | 19% | Sep 2025 |
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| Crews Bank & Trust | 17k | $833k | 42% | Sep 2025 |
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| Safeguard Investment Advisory Group | 17k | $821k | -15% | Sep 2025 |
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| JP Wealth Management | 17k | $809k | 100% | Sep 2025 |
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| Brown Brothers Harriman & Co. | 17k | $797k | 0% | Sep 2025 |
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| Parkworth Wealth Management | 17k | $787k | 9% | Jun 2025 |
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| ArborFi Advisors | 17k | $792k | 13% | Sep 2025 |
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| Physician Wealth Solutions | 16k | $771k | -32% | Sep 2025 |
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| CPA Asset Management | 16k | $761k | -11% | Sep 2025 |
|
| Oak Wealth Advisors | 5.0k | $238k | -76% | Sep 2025 |
|
Who sold out of Dimensional Etf Trust National Municip?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Patriot Financial Group Insurance Agency | Jun 2025 | 51k | $2.4M |
| Liberty Capital Management | Jun 2025 | 45k | $2.1M |
| Old Mission Capital | Jun 2025 | 38k | $1.8M |
| Concord Asset Management | Jun 2025 | 28k | $1.3M |
| Thrivent Financial for Lutherans | Jun 2025 | 20k | $937k |