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 | 2.7M | $130M | 1% | Mar 2025 |
|
| Colony | 2.0M | $95M | 4% | Mar 2025 |
|
| Foster Group | 1.5M | $71M | 36% | Jun 2025 |
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| Beaird Harris Wealth Management | 803k | $38M | -2% | Mar 2025 |
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| Buckingham Strategic Partners | 768k | $37M | 64% | Mar 2025 |
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| Pathstone Holdings | 749k | $36M | 7% | Mar 2025 |
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| Sequoia Financial Advisors | 745k | $35M | 21% | Mar 2025 |
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| MBL Wealth | 694k | $33M | 0% | Mar 2025 |
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| Austin Wealth Management | 642k | $30M | 7% | Mar 2025 |
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| Apella Capital | 611k | $29M | -5% | Jun 2025 |
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| Commonwealth Equity Services | 585k | $28M | -7% | Mar 2025 |
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| Mattern Wealth Management | 554k | $26M | 76% | Jun 2025 |
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| HighTower Advisors | 550k | $26M | 57% | Mar 2025 |
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| PBMares Wealth Management | 509k | $24M | 4% | Jun 2025 |
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| RAM Investment Partners | 426k | $20M | 5% | Mar 2025 |
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| Assetmark | 404k | $19M | -1% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 384k | $18M | -9% | Jun 2025 |
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| HFM Investment Advisors | 365k | $17M | 100% | Mar 2025 |
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| Awm Capital | 344k | $16M | -14% | Mar 2025 |
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| LPL Financial | 301k | $14M | 10% | Mar 2025 |
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| Yardley Wealth Management | 297k | $14M | -4% | Mar 2025 |
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| Asset Planning Corporation | 273k | $13M | 7% | Mar 2025 |
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| Strathmore Capital Advisors | 260k | $12M | -29% | Jun 2025 |
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| Graves-Light Private Wealth Management | 246k | $12M | -2% | Jun 2025 |
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| Resonant Capital Advisors | 236k | $11M | 26% | Mar 2025 |
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| Vestment Financial | 228k | $11M | 11% | Jun 2025 |
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| Integrated Wealth Concepts | 196k | $9.3M | -2% | Mar 2025 |
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| West Financial Advisors | 184k | $8.7M | 6% | Mar 2025 |
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| Vested Financial Planning | 183k | $8.7M | -2% | Mar 2025 |
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| Compass Financial | 178k | $8.5M | -3% | Mar 2025 |
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| David Wealth Management | 173k | $8.2M | 4% | Mar 2025 |
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| Confluence Investment Management | 168k | $8.0M | -3% | Jun 2025 |
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| Entrewealth | 159k | $7.6M | 13% | Mar 2025 |
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| Brady Martz Wealth Solutions | 157k | $7.4M | 291% | Jun 2025 |
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| Porter White Investment Advisors | 156k | $7.4M | 58% | Jun 2025 |
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| Collective Family Office | 139k | $6.6M | -10% | Jun 2025 |
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| Advisor Group Holdings | 131k | $6.2M | 88% | Mar 2025 |
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| Maryland Capital Advisors | 127k | $6.0M | -31% | Jun 2025 |
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| Dopkins Wealth Management | 119k | $5.6M | 54% | Jun 2025 |
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| Core Wealth Management | 118k | $5.6M | 31% | Mar 2025 |
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| Envestnet Asset Management | 117k | $5.6M | 1% | Mar 2025 |
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| Vestia Personal Wealth Advisors | 116k | $5.5M | -5% | Jun 2025 |
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| CI Private Wealth | 110k | $5.2M | -2% | Mar 2025 |
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| Citrine Capital | 107k | $5.1M | 0% | Jun 2025 |
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| United Wealth Management | 100k | $4.7M | 4% | Mar 2025 |
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| Wheelhouse Advisory Group | 96k | $4.5M | 133% | Mar 2025 |
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| Jpmorgan Chase & Co | 93k | $4.4M | 9% | Mar 2025 |
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| Legacy Financial Group | 93k | $4.4M | -2% | Mar 2025 |
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| Forza Wealth Management | 90k | $4.3M | 100% | Jun 2025 |
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| American Investment Services | 90k | $4.3M | -3% | Mar 2025 |
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| Kuehl Shepherd Kozlowski & Associates | 85k | $4.0M | 5% | Mar 2025 |
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| RW Investment Management | 82k | $3.9M | 0% | Mar 2025 |
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| Evanson Asset Management | 82k | $3.9M | -4% | Jun 2025 |
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| Stifel Financial | 81k | $3.9M | 4% | Mar 2025 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 76k | $3.6M | -7% | Mar 2025 |
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| Vermillion Wealth Management | 76k | $3.6M | 9% | Jun 2025 |
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| Warren Averett Asset Management | 75k | $3.6M | -3% | Mar 2025 |
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| Modera Wealth Management | 75k | $3.6M | -2% | Mar 2025 |
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| BCO Wealth Management | 73k | $3.5M | 8% | Jun 2025 |
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| Hanson McClain Advisors | 73k | $3.4M | -17% | Mar 2025 |
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| PrairieView Partners | 72k | $3.4M | 36% | Mar 2025 |
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| DiNuzzo Private Wealth | 71k | $3.3M | -1% | Jun 2025 |
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| Financial Engines Advisors L.L.C | 70k | $3.3M | 18% | Mar 2025 |
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| Helen Stephens Group | 70k | $3.3M | 51% | Jun 2025 |
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| GEM Asset Management | 67k | $3.2M | -7% | Jun 2025 |
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| HB Wealth Management | 66k | $3.1M | 188% | Jun 2025 |
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| Aurelius Family Office | 64k | $3.0M | 0% | Jun 2025 |
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| Plan | 64k | $3.0M | 100% | Mar 2025 |
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| Timonier Family Office | 61k | $2.9M | -1% | Mar 2025 |
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| Tassel Capital Management | 60k | $2.9M | -18% | Mar 2025 |
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| Baker Avenue Asset Management | 57k | $2.7M | 19% | Mar 2025 |
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| FF Advisors | 56k | $2.7M | 0% | Jun 2025 |
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| North Ridge Wealth Advisors | 53k | $2.5M | 13% | Mar 2025 |
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| Mills Wealth Advisors | 51k | $2.4M | -8% | Mar 2025 |
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| Landmark Wealth Management | 51k | $2.4M | 7% | Mar 2025 |
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| Branch Banking & Trust Company | 51k | $2.4M | 0% | Jun 2025 |
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| Liberty Capital Management | 45k | $2.1M | -3% | Jun 2025 |
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| Jane Street | 44k | $2.1M | 32% | Mar 2025 |
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| Verisail Partners | 44k | $2.1M | 1% | Mar 2025 |
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| Park Avenue Securities | 43k | $2.0M | 5% | Jun 2025 |
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| Private Advisor | 42k | $2.0M | -2% | Mar 2025 |
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| Patriot Financial Group Insurance Agency | 41k | $2.0M | 4% | Mar 2025 |
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| Shearwater Capital | 40k | $1.9M | 1% | Jun 2025 |
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| Great Oak Capital Partners | 40k | $1.9M | 316% | Jun 2025 |
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| 25 | 39k | $1.9M | -4% | Mar 2025 |
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| Pure Financial Advisors | 38k | $1.8M | 99% | Jun 2025 |
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| SwitchPoint Financial Planning | 38k | $1.8M | 100% | Mar 2025 |
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| Hiley Hunt Wealth Management | 38k | $1.8M | 0% | Jun 2025 |
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| Us Bancorp | 38k | $1.8M | -35% | Mar 2025 |
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| Hartmann Taylor Wealth Management | 37k | $1.8M | 100% | Jun 2025 |
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| Resources Investment Advisors | 37k | $1.8M | -3% | Mar 2025 |
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| Mather Group | 37k | $1.8M | -26% | Jun 2025 |
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| Phillips Financial Management | 37k | $1.7M | -2% | Mar 2025 |
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| Quarry Hill Advisors | 36k | $1.7M | 17% | Mar 2025 |
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| Elevate Wealth Advisory | 35k | $1.6M | -16% | Mar 2025 |
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| Great Valley Advisor Group | 33k | $1.6M | 1% | Mar 2025 |
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| Elequin Capital | 33k | $1.6M | 100% | Mar 2025 |
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| Savant Capital Management | 33k | $1.6M | -3% | Mar 2025 |
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| Royal Bank of Canada | 31k | $1.5M | 6% | Mar 2025 |
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| Paul Damon & Associates | 30k | $1.4M | 155% | Mar 2025 |
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| Heritage Wealth Management | 28k | $1.3M | 8% | Mar 2025 |
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| Websterrogers Financial Advisors | 27k | $1.3M | 29% | Jun 2025 |
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| Blume Capital Management | 27k | $1.3M | -15% | Mar 2025 |
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| Goss Wealth Management | 27k | $1.3M | 161% | Mar 2025 |
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| Integrity Wealth Solutions | 26k | $1.2M | -19% | Mar 2025 |
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| Physician Wealth Solutions | 24k | $1.1M | -8% | Jun 2025 |
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| Signature Resources Capital Management | 23k | $1.1M | 3763% | Jun 2025 |
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| Mercer Global Advisors | 23k | $1.1M | -8% | Mar 2025 |
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| Jackson Thornton Asset Management | 23k | $1.1M | 56% | Mar 2025 |
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| CogentBlue Wealth Advisors | 23k | $1.1M | -28% | Jun 2025 |
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| White Wing Wealth Management | 23k | $1.1M | 3% | Jun 2025 |
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| One Degree Advisors | 22k | $1.1M | -1% | Mar 2025 |
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| Investmark Advisory Group | 22k | $1.1M | 0% | Mar 2025 |
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| Northwest Wealth Management | 21k | $1.0M | -18% | Jun 2025 |
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| Oak Wealth Advisors | 21k | $997k | 100% | Jun 2025 |
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| Roberts Glore & Co | 21k | $980k | 0% | Mar 2025 |
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| Main Street Financial Solutions | 20k | $958k | -4% | Mar 2025 |
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| Scratch Capital | 20k | $939k | -19% | Jun 2025 |
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| Note Advisors | 19k | $902k | 26% | Mar 2025 |
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| Sterling Wealth Advisors | 18k | $858k | 3% | Jun 2025 |
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| One Capital Management | 18k | $853k | 100% | Mar 2025 |
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| CPA Asset Management | 18k | $843k | -42% | Jun 2025 |
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| XY Planning Network | 18k | $838k | 74% | Jun 2025 |
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| Brown Brothers Harriman & Co. | 17k | $790k | 0% | Mar 2025 |
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| Disciplined Investments | 15k | $729k | 0% | Mar 2025 |
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| Rehmann Capital Advisory | 15k | $728k | 0% | Mar 2025 |
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| Parkworth Wealth Management | 15k | $726k | 12% | Mar 2025 |
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| JDH Wealth Management | 15k | $691k | 100% | Mar 2025 |
|
| Wealthcare Advisory Partners | 14k | $683k | 100% | Mar 2025 |
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| Friday Financial | 14k | $651k | -3% | Jun 2025 |
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| Kovitz Investment Group Partners | 13k | $615k | 7% | Mar 2025 |
|
| Tableaux | 13k | $608k | -12% | Mar 2025 |
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| Wealthstream Advisors | 13k | $602k | 0% | Mar 2025 |
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| Cambridge Investment Research Advisors | 12k | $585k | 0% | Mar 2025 |
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| Crews Bank & Trust | 12k | $581k | 5% | Mar 2025 |
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| Eldridge Investment Advisors | 12k | $576k | -15% | Mar 2025 |
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| Betterment | 12k | $557k | 21% | Mar 2025 |
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| Mml Investors Services | 12k | $552k | -55% | Mar 2025 |
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| SpringVest Wealth Management | 11k | $541k | 0% | Mar 2025 |
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| Iowa State Bank | 11k | $536k | 100% | Mar 2025 |
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| Western Wealth Management | 11k | $536k | -5% | Mar 2025 |
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| Pacific Asset Management | 11k | $530k | 27% | Jun 2025 |
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| Creative Planning | 11k | $523k | 2% | Mar 2025 |
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| Grunden Financial Advisory | 11k | $519k | 1% | Mar 2025 |
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| Strategic Investment Solutions | 11k | $517k | -62% | Jun 2025 |
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| Concord Wealth Partners | 11k | $517k | 100% | Mar 2025 |
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| CVA Family Office | 11k | $513k | 0% | Mar 2025 |
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| Burns Wealth Management | 11k | $501k | 100% | Mar 2025 |
|
| Jacobi Capital Management | 11k | $499k | 100% | Mar 2025 |
|
| Claris Advisors, Llc / Mo / | 10k | $488k | 16% | Jun 2025 |
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| DecisionPoint Financial | 10k | $480k | 0% | Mar 2025 |
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| Dynamic Advisors Solutions | 10k | $476k | -16% | Jun 2025 |
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| Kings Path Partners | 10k | $475k | 122% | Jun 2025 |
|
| Aptus Capital Advisors | 6.8k | $324k | -37% | Mar 2025 |
|
Who sold out of Dimensional Etf Trust National Municip?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Dec 2024 | 14k | $681k |
| Rockefeller Capital Management | Dec 2024 | 14k | $658k |
| Simplicity Wealth | Dec 2024 | 11k | $512k |
| WMS Partners | Dec 2024 | 11k | $502k |