Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / NATL MUN BD ETF
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Number of holders
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160
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Total 13F shares, excl. options
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16.2M
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Shares change
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+1.13M
-
Total reported value, excl. options
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$784M
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Value change
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+$55.1M
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Number of buys
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87
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Number of sells
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-57
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Price
-
$48.51
Significant Holders of DIMENSIONAL ETF TRUST - NATL MUN BD ETF (DFNM) as of Q4 2023
171 filings reported holding DFNM - DIMENSIONAL ETF TRUST - NATL MUN BD ETF as of Q4 2023.
DIMENSIONAL ETF TRUST - NATL MUN BD ETF (DFNM) has 160 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 16.2M shares
.
Largest 10 shareholders include Truepoint, Inc. (2.38M shares), First Ascent Asset Management, LLC (901K shares), Beaird Harris Wealth Management, LLC (854K shares), Sequoia Financial Advisors, LLC (760K shares), Pathstone Holdings, LLC (727K shares), BUCKINGHAM STRATEGIC WEALTH, LLC (706K shares), MBL Wealth, LLC (652K shares), COMMONWEALTH EQUITY SERVICES, LLC (555K shares), Austin Wealth Management, LLC (491K shares), and Rather & Kittrell, Inc. (436K shares).
This table shows the top 160 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.