Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / NATL MUN BD ETF
-
Number of holders
-
107
-
Total 13F shares, excl. options
-
9,171,156
-
Shares change
-
+2,841,883
-
Total reported value, excl. options
-
$438,526,332
-
Value change
-
+$136,043,479
-
Number of buys
-
73
-
Number of sells
-
-18
-
Price
-
$47.81
Significant Holders of DIMENSIONAL ETF TRUST - NATL MUN BD ETF (DFNM) as of Q4 2022
114 filings reported holding DFNM - DIMENSIONAL ETF TRUST - NATL MUN BD ETF as of Q4 2022.
DIMENSIONAL ETF TRUST - NATL MUN BD ETF (DFNM) has 107 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9,171,156 shares
.
Largest 10 shareholders include Sequoia Financial Advisors, LLC (1,354,567 shares), First Ascent Asset Management, LLC (873,762 shares), Rather & Kittrell, Inc. (401,581 shares), ASSET PLANNING CORPORATION (308,283 shares), COMMONWEALTH EQUITY SERVICES, LLC (281,693 shares), MATHER GROUP, LLC. (251,315 shares), MBL Wealth, LLC (249,680 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (237,073 shares), PBMares Wealth Management LLC (229,746 shares), and Relaxing Retirement Coach (227,597 shares).
This table shows the top 107 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.