Q4 2022 13F Holders as of 12/31/2022
-
Type / Class
-
Equity / NATL MUN BD ETF
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Number of holders
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105
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Total 13F shares, excl. options
-
9.04M
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Shares change
-
+2.82M
-
Total reported value, excl. options
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$432M
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Value change
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+$135M
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Number of buys
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72
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Number of sells
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-18
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Price
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$47.81
Significant Holders of DIMENSIONAL ETF TRUST - NATL MUN BD ETF (DFNM) as of Q4 2022
113 filings reported holding DFNM - DIMENSIONAL ETF TRUST - NATL MUN BD ETF as of Q4 2022.
DIMENSIONAL ETF TRUST - NATL MUN BD ETF (DFNM) has 105 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9.04M shares
.
Largest 10 shareholders include Sequoia Financial Advisors, LLC (1.35M shares), First Ascent Asset Management, LLC (874K shares), Rather & Kittrell, Inc. (402K shares), ASSET PLANNING CORPORATION (308K shares), COMMONWEALTH EQUITY SERVICES, LLC (282K shares), MATHER GROUP, LLC. (251K shares), MBL Wealth, LLC (250K shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (237K shares), PBMares Wealth Management LLC (230K shares), and Relaxing Retirement Coach (228K shares).
This table shows the top 105 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.