Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / NATL MUN BD ETF
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Number of holders
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159
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Total 13F shares, excl. options
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18.5M
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Shares change
-
+3.35M
-
Total reported value, excl. options
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$889M
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Value change
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+$161M
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Number of buys
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89
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Number of sells
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-55
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Price
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$48.09
Significant Holders of DIMENSIONAL ETF TRUST - NATL MUN BD ETF (DFNM) as of Q1 2024
172 filings reported holding DFNM - DIMENSIONAL ETF TRUST - NATL MUN BD ETF as of Q1 2024.
DIMENSIONAL ETF TRUST - NATL MUN BD ETF (DFNM) has 159 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 18.5M shares
.
Largest 10 shareholders include Truepoint, Inc. (2.66M shares), Foster Group, Inc. (1.26M shares), GeoWealth Management, LLC (932K shares), BUCKINGHAM STRATEGIC WEALTH, LLC (924K shares), Beaird Harris Wealth Management, LLC (841K shares), Pathstone Holdings, LLC (734K shares), MBL Wealth, LLC (690K shares), Sequoia Financial Advisors, LLC (634K shares), COMMONWEALTH EQUITY SERVICES, LLC (584K shares), and Rather & Kittrell, Inc. (517K shares).
This table shows the top 159 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.