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 | 3.7M | $176M | 43% | Dec 2025 |
|
| Truepoint | 3.0M | $143M | 4% | Dec 2025 |
|
| Foster Group | 1.5M | $70M | 0% | Mar 2026 |
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| Symmetry Partner | 1.3M | $64M | 100% | Dec 2025 |
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| GeoWealth Management | 883k | $43M | 2% | Dec 2025 |
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| Sequoia Financial Advisors | 850k | $41M | 4% | Dec 2025 |
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| Beaird Harris Wealth Management | 848k | $41M | 1% | Dec 2025 |
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| Rather & Kittrell | 837k | $40M | 8% | Dec 2025 |
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| Pathstone Holdings | 805k | $39M | -1% | Dec 2025 |
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| MBL Wealth | 707k | $34M | 4% | Dec 2025 |
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| Awm Capital | 701k | $34M | 7% | Dec 2025 |
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| HighTower Advisors | 697k | $34M | 13% | Dec 2025 |
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| Apella Capital | 682k | $33M | 4% | Dec 2025 |
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| Commonwealth Equity Services | 612k | $30M | 1% | Dec 2025 |
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| Mattern Wealth Management | 531k | $26M | 0% | Dec 2025 |
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| Waterford Advisors | 527k | $24M | 100% | Dec 2025 |
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| Savant Capital Management | 524k | $25M | 399% | Dec 2025 |
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| RAM Investment Partners | 509k | $25M | 23% | Dec 2025 |
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| Graves-Light Private Wealth Management | 483k | $23M | 33% | Mar 2026 |
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| LPL Financial | 479k | $23M | 13% | Dec 2025 |
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| Aspiriant | 400k | $19M | 9% | Dec 2025 |
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| HFM Investment Advisors | 367k | $18M | -2% | Dec 2025 |
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| Assetmark | 342k | $17M | 2% | Dec 2025 |
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| Austin Wealth Management | 327k | $16M | -37% | Mar 2026 |
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| Yardley Wealth Management | 303k | $15M | 6% | Dec 2025 |
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| Strathmore Capital Advisors | 289k | $14M | 25% | Dec 2025 |
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| Resonant Capital Advisors | 286k | $14M | 20% | Dec 2025 |
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| Vestment Financial | 285k | $14M | 12% | Dec 2025 |
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| Brady Martz Wealth Solutions | 248k | $12M | 24% | Mar 2026 |
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| Wheelhouse Advisory Group | 227k | $11M | 46% | Dec 2025 |
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| Dopkins Wealth Management | 219k | $11M | 31% | Dec 2025 |
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| Confluence Investment Management | 205k | $9.8M | -2% | Mar 2026 |
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| Entrewealth | 203k | $9.9M | 21% | Dec 2025 |
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| Vested Financial Planning | 203k | $9.7M | -1% | Mar 2026 |
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| 25 | 203k | $9.8M | 215% | Dec 2025 |
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| West Financial Advisors | 202k | $9.7M | 6% | Mar 2026 |
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| Integrated Wealth Concepts | 191k | $9.2M | 2% | Dec 2025 |
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| Plan | 176k | $8.5M | 0% | Mar 2026 |
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| Porter White Investment Advisors | 169k | $8.1M | 5% | Dec 2025 |
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| Citrine Capital | 167k | $8.0M | 17% | Dec 2025 |
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| Compass Financial | 166k | $8.0M | -2% | Dec 2025 |
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| Advisor Group Holdings | 150k | $7.2M | 8% | Dec 2025 |
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| Vestia Personal Wealth Advisors | 148k | $7.1M | 8% | Mar 2026 |
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| Maryland Capital Advisors | 147k | $7.1M | 8% | Dec 2025 |
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| Core Wealth Management | 138k | $6.6M | 0% | Dec 2025 |
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| Hanson McClain Advisors | 130k | $6.3M | 60% | Dec 2025 |
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| United Wealth Management | 129k | $6.2M | 3% | Dec 2025 |
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| 55 North Private Wealth | 119k | $5.7M | 15% | Mar 2026 |
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| Collective Family Office | 117k | $5.6M | -2% | Mar 2026 |
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| BCO Wealth Management | 108k | $5.2M | 5% | Mar 2026 |
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| Helen Stephens Group | 104k | $5.0M | 43% | Mar 2026 |
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| Sentinel Wealth Management | 103k | $5.0M | 0% | Dec 2025 |
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| Mainsail Asset Management | 101k | $4.9M | 100% | Dec 2025 |
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| Elequin Capital | 99k | $4.8M | 99224% | Dec 2025 |
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| Forza Wealth Management | 98k | $4.7M | -2% | Dec 2025 |
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| Kuehl Shepherd Kozlowski & Associates | 94k | $4.5M | 3% | Dec 2025 |
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| Tillman Hartley | 89k | $4.3M | 21% | Dec 2025 |
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| Penney Financial | 88k | $4.3M | 178% | Dec 2025 |
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| CI Private Wealth | 59k | $2.8M | 2% | Dec 2025 |
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| DiNuzzo Private Wealth | 86k | $4.1M | 8% | Mar 2026 |
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| Envestnet Asset Management | 84k | $4.0M | -10% | Dec 2025 |
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| Washington Trust Advisors | 82k | $3.9M | 2% | Mar 2026 |
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| Wescott Financial Advisory Group | 79k | $3.8M | 0% | Dec 2025 |
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| American Investment Services | 79k | $3.8M | 23% | Dec 2025 |
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| Stifel Financial | 78k | $3.8M | 0% | Dec 2025 |
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| Modera Wealth Management | 71k | $3.4M | 4% | Dec 2025 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 70k | $3.4M | 20% | Mar 2026 |
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| Aurelius Family Office | 70k | $3.3M | 0% | Mar 2026 |
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| Vermillion Wealth Management | 69k | $3.3M | 4% | Mar 2026 |
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| Branch Banking & Trust Company | 67k | $3.2M | 8% | Dec 2025 |
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| Summit Wealth Group | 65k | $3.1M | 0% | Dec 2025 |
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| Root Financial Partners | 64k | $3.1M | 44% | Dec 2025 |
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| Quarry Hill Advisors | 64k | $3.1M | 29% | Dec 2025 |
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| Tassel Capital Management | 64k | $3.1M | 1% | Dec 2025 |
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| GEM Asset Management | 61k | $2.9M | -6% | Mar 2026 |
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| Warren Averett Asset Management | 60k | $2.9M | 10% | Dec 2025 |
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| Baker Avenue Asset Management | 60k | $2.9M | 7% | Dec 2025 |
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| Jackson Thornton Asset Management | 59k | $2.9M | 134% | Dec 2025 |
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| Scratch Capital | 59k | $2.8M | 9% | Dec 2025 |
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| Legacy Financial Group | 56k | $2.7M | -11% | Dec 2025 |
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| HB Wealth Management | 56k | $2.7M | 0% | Dec 2025 |
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| Cary Street Partners Financial | 55k | $2.7M | -3% | Dec 2025 |
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| FF Advisors | 55k | $2.7M | 0% | Dec 2025 |
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| Note Advisors | 53k | $2.5M | 34% | Dec 2025 |
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| Hiley Hunt Wealth Management | 52k | $2.5M | 5% | Mar 2026 |
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| Private Advisor | 52k | $2.5M | 15% | Dec 2025 |
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| Verisail Partners | 49k | $2.4M | 6% | Dec 2025 |
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| Financial Engines Advisors L.L.C | 48k | $2.3M | 0% | Dec 2025 |
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| North Ridge Wealth Advisors | 48k | $2.3M | 9% | Dec 2025 |
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| Park Avenue Securities | 46k | $2.2M | 7% | Mar 2026 |
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| Timonier Family Office | 44k | $2.1M | -4% | Dec 2025 |
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| Shearwater Capital | 44k | $2.1M | -1% | Mar 2026 |
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| BWM Planning | 44k | $2.1M | 311% | Dec 2025 |
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| Meredith Wealth Planning | 43k | $2.1M | 124% | Dec 2025 |
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| Warburton Capital Management | 43k | $2.1M | 89% | Dec 2025 |
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| Old Mission Capital | 43k | $2.1M | 100% | Dec 2025 |
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| Concord Wealth Partners | 42k | $2.0M | 32% | Dec 2025 |
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| Sax Wealth Advisors | 41k | $2.0M | 0% | Mar 2026 |
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| Mather Group | 41k | $2.0M | 5% | Mar 2026 |
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| MB Generational Wealth | 41k | $2.0M | 231% | Dec 2025 |
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| Vise Technologies | 40k | $1.9M | 345% | Dec 2025 |
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| Raymond James Financial | 40k | $1.9M | 50% | Dec 2025 |
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| Pure Financial Advisors | 40k | $1.9M | 1% | Mar 2026 |
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| SwitchPoint Financial Planning | 39k | $1.9M | 7% | Dec 2025 |
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| SB Capital Management | 39k | $1.9M | 100% | Dec 2025 |
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| Farther Finance Advisors | 38k | $1.8M | 40% | Mar 2026 |
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| Hartmann Taylor Wealth Management | 37k | $1.8M | 0% | Dec 2025 |
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| Paul Damon & Associates | 37k | $1.8M | 10% | Dec 2025 |
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| Northwest Wealth Management | 37k | $1.8M | 17% | Mar 2026 |
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| Elevate Wealth Advisory | 37k | $1.8M | 0% | Dec 2025 |
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| Great Oak Capital Partners | 37k | $1.8M | 1% | Mar 2026 |
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| Mercer Global Advisors | 36k | $1.7M | 40% | Dec 2025 |
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| Evanson Asset Management | 35k | $1.7M | -27% | Mar 2026 |
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| Goldman Sachs Group | 35k | $1.7M | -56% | Dec 2025 |
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| Mills Wealth Advisors | 34k | $1.7M | -1% | Dec 2025 |
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| Great Valley Advisor Group | 34k | $1.6M | 0% | Dec 2025 |
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| Wealthcare Advisory Partners | 34k | $1.6M | 25% | Mar 2026 |
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| XY Planning Network | 33k | $1.6M | 7% | Mar 2026 |
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| Heritage Wealth Management | 33k | $1.6M | 10% | Dec 2025 |
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| Sei Investments | 33k | $1.6M | 12% | Dec 2025 |
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| Websterrogers Financial Advisors | 32k | $1.5M | 0% | Mar 2026 |
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| Thrivent Financial for Lutherans | 32k | $1.5M | 100% | Dec 2025 |
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| Landmark Wealth Management | 32k | $1.5M | -25% | Dec 2025 |
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| Flow Traders US | 31k | $1.5M | 100% | Dec 2025 |
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| Demming Financial Services Corp | 31k | $1.5M | 8% | Mar 2026 |
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| Goss Wealth Management | 30k | $1.4M | 8% | Dec 2025 |
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| Kestra Advisory Services | 29k | $1.4M | 100% | Dec 2025 |
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| One Capital Management | 28k | $1.4M | 6% | Dec 2025 |
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| Signature Resources Capital Management | 28k | $1.3M | 6% | Dec 2025 |
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| Sterling Wealth Management | 28k | $1.3M | 79% | Dec 2025 |
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| Kane Co Wealth Management | 28k | $1.3M | 100% | Dec 2025 |
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| One Degree Advisors | 27k | $1.3M | 10% | Dec 2025 |
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| Jones Financial Companies, L.L | 27k | $1.3M | 167% | Dec 2025 |
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| Betterment | 27k | $1.3M | -6% | Dec 2025 |
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| Resources Investment Advisors | 27k | $1.3M | 1% | Dec 2025 |
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| WPWealth | 26k | $1.3M | 8% | Dec 2025 |
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| New Dimensions Wealth Management | 25k | $1.2M | 14% | Dec 2025 |
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| Capstone Wealth Management | 25k | $1.2M | 10% | Mar 2026 |
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| CogentBlue Wealth Advisors | 24k | $1.1M | -1% | Mar 2026 |
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| IFP Advisors | 23k | $1.1M | 0% | Mar 2026 |
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| Claris Advisors, Llc / Mo / | 23k | $1.1M | 23% | Mar 2026 |
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| Blume Capital Management | 23k | $1.1M | 0% | Dec 2025 |
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| Investmark Advisory Group | 22k | $1.1M | 1% | Dec 2025 |
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| Phillips Financial Management | 21k | $986k | 0% | Mar 2026 |
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| Cogent Private Wealth | 20k | $957k | 8% | Mar 2026 |
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| Keb Asset Management | 19k | $912k | 69% | Dec 2025 |
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| Cambridge Investment Research Advisors | 19k | $904k | 8% | Dec 2025 |
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| Sterling Wealth Advisors | 19k | $889k | 0% | Dec 2025 |
|
| Pacific Asset Management | 18k | $885k | 65% | Dec 2025 |
|
| Roberts Glore & Co | 18k | $854k | -14% | Dec 2025 |
|
| Buckingham Strategic Partners | 8.4k | $405k | -99% | Dec 2025 |
|
| Us Bancorp | 6.3k | $302k | -83% | Dec 2025 |
|
Who sold out of Dimensional Etf Trust National Municip?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 345k | $17M |
| Kovitz Investment Group Partners | Sep 2025 | 216k | $10M |
| Seven Mile Advisory | Dec 2025 | 67k | $3.2M |