Who owns DIMENSIONAL ETF TRUST NATIONAL MUNICIP?

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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
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Colony 2.0M $95M 4% Mar 2025
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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
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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
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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
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Jacobi Capital Management 11k $499k 100% Mar 2025
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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
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Aptus Capital Advisors 6.8k $324k -37% Mar 2025
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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