DIMENSIONAL ETF TRUST - NATL MUN BD ETF (DFNM)

CUSIP: 25434V849

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Equity / NATL MUN BD ETF
Total 13F shares
12,053,456
Share change
+1,345,165
Total reported value
$574,111,809
Price per share
$47.63
Number of holders
123
Value change
+$64,027,959
Number of buys
69
Number of sells
46

Quarterly Holders Quick Answers

What is CUSIP 25434V849?
CUSIP 25434V849 identifies DFNM - DIMENSIONAL ETF TRUST - NATL MUN BD ETF in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of DFNM - DIMENSIONAL ETF TRUST - NATL MUN BD ETF (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of DIMENSIONAL ETF TRUST - NATL MUN BD ETF (DFNM) as of Q2 2023

As of 30 Jun 2023, DIMENSIONAL ETF TRUST - NATL MUN BD ETF (DFNM) was held by 123 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 12,053,456 shares. The largest 10 holders included Beaird Harris Wealth Management, LLC, Sequoia Financial Advisors, LLC, First Ascent Asset Management, LLC, PATHSTONE FAMILY OFFICE, LLC, MBL Wealth, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Rather & Kittrell, Inc., RAM Investment Partners, LLC, ASSET PLANNING CORPORATION, and MATHER GROUP, LLC.. This page lists 123 institutional shareholders reporting positions in this security for the Q2 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders
125
Q2 2023 holders
123
Holder diff
-2
Investor Q1 2023 Shares Q2 2023 Shares Share Diff Share Chg % Q1 2023 Value $ Q2 2023 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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