Q4 2024 13F Holders as of 12/31/2024
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Type / Class
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Equity / NATL MUN BD ETF
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Number of holders
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227
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Total 13F shares, excl. options
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24.1M
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Shares change
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+1.5M
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Total reported value, excl. options
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$1.15B
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Value change
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+$71.4M
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Number of buys
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116
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Number of sells
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-64
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Price
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$47.77
Significant Holders of DIMENSIONAL ETF TRUST - NATL MUN BD ETF (DFNM) as of Q4 2024
238 filings reported holding DFNM - DIMENSIONAL ETF TRUST - NATL MUN BD ETF as of Q4 2024.
DIMENSIONAL ETF TRUST - NATL MUN BD ETF (DFNM) has 227 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 24.1M shares
.
Largest 10 shareholders include Truepoint, Inc. (2.7M shares), Focus Partners Wealth (1.93M shares), Foster Group, Inc. (1.14M shares), GeoWealth Management, LLC (1.01M shares), Beaird Harris Wealth Management, LLC (819K shares), Rather & Kittrell, Inc. (698K shares), Pathstone Holdings, LLC (697K shares), MBL Wealth, LLC (697K shares), COMMONWEALTH EQUITY SERVICES, LLC (632K shares), and Sequoia Financial Advisors, LLC (614K shares).
This table shows the top 227 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.