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 |
|---|---|---|---|---|---|
| Colony | 5.1M | $245M | 20% | Jun 2026 |
|
| Truepoint | 3.2M | $155M | 4% | Jun 2026 |
|
| Buckingham Strategic Partners | 1.6M | $80M | 37% | Jun 2026 |
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| Apella Capital | 1.6M | $77M | 21% | Jun 2026 |
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| Foster Group | 1.5M | $72M | 2% | Jun 2026 |
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| Symmetry Partner | 1.3M | $62M | -2% | Jun 2026 |
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| GeoWealth Management | 1.1M | $51M | 20% | Jun 2026 |
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| Rather & Kittrell | 939k | $45M | 5% | Jun 2026 |
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| Sequoia Financial Advisors | 896k | $43M | 2% | Jun 2026 |
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| Pathstone Holdings | 809k | $39M | 3% | Jun 2026 |
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| Beaird Harris Wealth Management | 796k | $39M | 0% | Jun 2026 |
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| MBL Wealth | 740k | $36M | 5% | Mar 2026 |
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| Awm Capital | 725k | $35M | 1% | Jun 2026 |
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| Commonwealth Equity Services | 672k | $33M | 3% | Jun 2026 |
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| RAM Investment Partners | 584k | $28M | 13% | Jun 2026 |
|
| LPL Financial | 579k | $28M | 12% | Jun 2026 |
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| Graves-Light Private Wealth Management | 557k | $27M | 15% | Jun 2026 |
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| Mattern Wealth Management | 549k | $27M | 4% | Jun 2026 |
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| Waterford Advisors | 545k | $29M | 2% | Jun 2026 |
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| Bank of America Corporation | 481k | $23M | 15% | Jun 2026 |
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| Aspiriant | 433k | $21M | 1% | Jun 2026 |
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| HFM Investment Advisors | 429k | $21M | 20% | Jun 2026 |
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| Integrated Wealth Concepts | 392k | $19M | 91% | Jun 2026 |
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| Savant Capital Management | 376k | $18M | 21% | Jun 2026 |
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| Austin Wealth Management | 365k | $18M | 11% | Jun 2026 |
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| Vestment Financial | 352k | $17M | 10% | Jun 2026 |
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| Assetmark | 351k | $17M | 5% | Jun 2026 |
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| Yardley Wealth Management | 328k | $16M | 2% | Jun 2026 |
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| Wheelhouse Advisory Group | 318k | $15M | 15% | Jun 2026 |
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| HighTower Advisors | 290k | $14M | -51% | Jun 2026 |
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| Resonant Capital Advisors | 281k | $14M | 4% | Jun 2026 |
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| Brady Martz Wealth Solutions | 273k | $13M | 10% | Jun 2026 |
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| Strathmore Capital Advisors | 256k | $12M | -6% | Jun 2026 |
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| Dopkins Wealth Management | 247k | $12M | 3% | Jun 2026 |
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| Vested Financial Planning | 245k | $12M | 21% | Jun 2026 |
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| Hanson McClain Advisors | 238k | $12M | 4% | Jun 2026 |
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| Entrewealth | 233k | $11M | 9% | Jun 2026 |
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| Advisor Group Holdings | 231k | $11M | 273% | Jun 2026 |
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| West Financial Advisors | 216k | $10M | 7% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 212k | $10M | 100% | Jun 2026 |
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| 55 North Private Wealth | 212k | $10M | 78% | Jun 2026 |
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| Envestnet Asset Management | 204k | $9.8M | 47% | Jun 2026 |
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| Plan | 202k | $9.7M | 15% | Jun 2026 |
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| Citrine Capital | 201k | $9.7M | 4% | Jun 2026 |
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| Guardian Wealth Management | 198k | $9.6M | 6% | Jun 2026 |
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| 25 | 195k | $9.4M | -6% | Jun 2026 |
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| Confluence Investment Management | 190k | $9.2M | -8% | Jun 2026 |
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| Vestia Personal Wealth Advisors | 178k | $8.6M | 21% | Jun 2026 |
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| Porter White Investment Advisors | 177k | $8.5M | 4% | Jun 2026 |
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| Forza Wealth Management | 174k | $8.4M | 79% | Jun 2026 |
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| Compass Financial | 165k | $8.0M | -1% | Jun 2026 |
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| RW Investment Management | 164k | $7.9M | -1% | Jun 2026 |
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| Mills Wealth Advisors | 164k | $7.9M | 26% | Jun 2026 |
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| Concurrent Investment Advisors | 163k | $7.9M | -15% | Jun 2026 |
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| Jpmorgan Chase & Co | 153k | $7.4M | 100% | Jun 2026 |
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| Optimus Capital Advisors | 152k | $7.4M | 1% | Jun 2026 |
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| Core Wealth Management | 151k | $7.3M | 9% | Jun 2026 |
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| Maryland Capital Advisors | 149k | $7.2M | 1% | Jun 2026 |
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| United Wealth Management | 138k | $6.7M | 4% | Jun 2026 |
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| Collective Family Office | 122k | $5.9M | 5% | Jun 2026 |
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| Kings Path Partners | 118k | $5.7M | 361% | Jun 2026 |
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| Johnson Wealth Management | 117k | $5.6M | 1% | Jun 2026 |
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| BCO Wealth Management | 112k | $5.4M | 4% | Jun 2026 |
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| Kuehl Shepherd Kozlowski & Associates | 108k | $5.2M | 13% | Jun 2026 |
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| Root Financial Partners | 107k | $5.2M | 40% | Jun 2026 |
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| Tillman Hartley | 106k | $5.1M | 4% | Jun 2026 |
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| Sentinel Wealth Management | 103k | $5.0M | 0% | Jun 2026 |
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| Mainsail Asset Management | 102k | $4.9M | 1% | Jun 2026 |
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| American Investment Services | 99k | $4.8M | 1% | Jun 2026 |
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| Elequin Capital | 92k | $4.4M | 100% | Jun 2026 |
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| DiNuzzo Private Wealth | 88k | $4.3M | 3% | Jun 2026 |
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| Mercer Global Advisors | 84k | $4.1M | -5% | Jun 2026 |
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| CI Private Wealth | 82k | $4.0M | 0% | Jun 2026 |
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| Washington Trust Advisors | 81k | $3.9M | -1% | Jun 2026 |
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| Aurelius Family Office | 81k | $3.9M | 16% | Jun 2026 |
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| Wescott Financial Advisory Group | 79k | $3.8M | -1% | Jun 2026 |
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| Vise Technologies | 78k | $3.8M | 94% | Jun 2026 |
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| Stifel Financial | 77k | $3.7M | -7% | Jun 2026 |
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| MB Generational Wealth | 76k | $3.7M | 34% | Jun 2026 |
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| Private Advisor | 76k | $3.7M | 28% | Jun 2026 |
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| Quarry Hill Advisors | 75k | $3.6M | 11% | Jun 2026 |
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| Helen Stephens Group | 75k | $3.6M | -28% | Jun 2026 |
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| Vermillion Wealth Management | 74k | $3.6M | 7% | Jun 2026 |
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| Scratch Capital | 71k | $3.4M | -4% | Jun 2026 |
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| Baker Avenue Asset Management | 70k | $3.4M | 10% | Jun 2026 |
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| Modera Wealth Management | 69k | $3.3M | -2% | Jun 2026 |
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| BWM Planning | 69k | $3.3M | 15% | Jun 2026 |
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| Branch Banking & Trust Company | 68k | $3.3M | 2% | Jun 2026 |
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| E-Wealth Partners | 67k | $3.3M | -31% | Jun 2026 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 64k | $3.1M | -8% | Jun 2026 |
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| Jackson Thornton Asset Management | 63k | $3.1M | 49% | Jun 2026 |
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| Summit Wealth Group | 62k | $3.0M | -5% | Jun 2026 |
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| North Ridge Wealth Advisors | 62k | $3.0M | 30% | Mar 2026 |
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| Note Advisors | 62k | $3.0M | 7% | Jun 2026 |
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| Tassel Capital Management | 61k | $3.0M | -2% | Jun 2026 |
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| Tandemgrowth Financial Advisors | 61k | $3.0M | -2% | Jun 2026 |
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| GEM Asset Management | 61k | $2.9M | 0% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 57k | $2.7M | 18% | Jun 2026 |
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| Park Avenue Securities | 56k | $2.7M | 23% | Jun 2026 |
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| Delap Wealth Advisory | 56k | $2.7M | 299% | Jun 2026 |
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| Meredith Wealth Planning | 56k | $2.7M | 13% | Jun 2026 |
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| FF Advisors | 55k | $2.7M | 0% | Jun 2026 |
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| Kestra Advisory Services | 54k | $2.6M | 13% | Jun 2026 |
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| Hiley Hunt Wealth Management | 52k | $2.5M | 0% | Jun 2026 |
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| Warren Averett Asset Management | 48k | $2.3M | -4% | Jun 2026 |
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| Concord Wealth Partners | 47k | $2.3M | 6% | Jun 2026 |
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| Heritage Wealth Management | 46k | $2.2M | 20% | Jun 2026 |
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| Sax Wealth Advisors | 45k | $2.2M | 9% | Jun 2026 |
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| Warburton Capital Management | 44k | $2.1M | 2% | Jun 2026 |
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| Legacy Financial Group | 44k | $2.1M | -22% | Jun 2026 |
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| Verisail Partners | 43k | $2.1M | -12% | Jun 2026 |
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| XY Planning Network | 43k | $2.1M | 32% | Jun 2026 |
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| New Dimensions Wealth Management | 43k | $2.1M | 66% | Jun 2026 |
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| Paul Damon & Associates | 43k | $2.1M | 10% | Jun 2026 |
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| Timonier Family Office | 40k | $2.0M | -9% | Jun 2026 |
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| Cary Street Partners Financial | 40k | $1.9M | -4% | Jun 2026 |
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| Sei Investments | 40k | $1.9M | 11% | Jun 2026 |
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| Shearwater Capital | 40k | $1.9M | -10% | Jun 2026 |
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| Pure Financial Advisors | 39k | $1.9M | -1% | Jun 2026 |
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| Northwest Wealth Management | 39k | $1.9M | 4% | Jun 2026 |
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| Farther Finance Advisors | 39k | $1.9M | 2% | Jun 2026 |
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| Great Oak Capital Partners | 38k | $1.8M | 3% | Jun 2026 |
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| Jones Financial Companies, L.L | 38k | $1.8M | 30% | Jun 2026 |
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| Hartmann Taylor Wealth Management | 37k | $1.8M | 0% | Jun 2026 |
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| White Wing Wealth Management | 37k | $1.8M | 289% | Jun 2026 |
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| SwitchPoint Financial Planning | 37k | $1.8M | -11% | Jun 2026 |
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| Elevate Wealth Advisory | 36k | $1.8M | -1% | Jun 2026 |
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| Landmark Wealth Management | 36k | $1.7M | -3% | Jun 2026 |
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| Penney Financial | 35k | $1.7M | -63% | Jun 2026 |
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| Raymond James Financial | 35k | $1.7M | 28% | Jun 2026 |
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| Evanson Financial | 35k | $1.7M | 100% | Jun 2026 |
|
| Evanson Asset Management | 35k | $1.7M | -27% | Mar 2026 |
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| Resources Investment Advisors | 35k | $1.7M | 33% | Jun 2026 |
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| Great Valley Advisor Group | 34k | $1.7M | 0% | Jun 2026 |
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| Triune Financial Partners | 34k | $1.7M | 47% | Jun 2026 |
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| Signature Resources Capital Management | 34k | $1.6M | 19% | Jun 2026 |
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| Betterment | 34k | $1.6M | 21% | Jun 2026 |
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| IFP Advisors | 33k | $1.6M | 42% | Jun 2026 |
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| Wheels Up Wealth | 33k | $1.6M | 0% | Jun 2026 |
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| Smartleaf Asset Management | 33k | $1.6M | 0% | Jun 2026 |
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| One Capital Management | 33k | $1.6M | 0% | Jun 2026 |
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| Websterrogers Financial Advisors | 31k | $1.5M | -1% | Jun 2026 |
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| WPWealth | 31k | $1.5M | 7% | Jun 2026 |
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| HB Wealth Management | 30k | $1.4M | -47% | Jun 2026 |
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| One Degree Advisors | 30k | $1.4M | 2% | Jun 2026 |
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| Goss Wealth Management | 29k | $1.4M | -2% | Jun 2026 |
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| Mather Group | 29k | $1.4M | -29% | Jun 2026 |
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| Capstone Wealth Management | 29k | $1.4M | 17% | Jun 2026 |
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| Kane Co Wealth Management | 28k | $1.3M | -26% | Jun 2026 |
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| Sterling Wealth Management | 28k | $1.3M | -1% | Jun 2026 |
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| Demming Financial Services Corp | 23k | $1.1M | -26% | Jun 2026 |
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| Generations Wealth | 19k | $899k | -38% | Jun 2026 |
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| Wealthcare Advisory Partners | 17k | $834k | -49% | Jun 2026 |
|