Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / NATL MUN BD ETF
-
Number of holders
-
236
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Total 13F shares, excl. options
-
25,408,881
-
Shares change
-
+1,272,693
-
Total reported value, excl. options
-
$1,207,860,396
-
Value change
-
+$60,447,302
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Number of buys
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118
-
Number of sells
-
-95
-
Price
-
$47.57
Significant Holders of DIMENSIONAL ETF TRUST - NATL MUN BD ETF (DFNM) as of Q1 2025
250 filings reported holding DFNM - DIMENSIONAL ETF TRUST - NATL MUN BD ETF as of Q1 2025.
DIMENSIONAL ETF TRUST - NATL MUN BD ETF (DFNM) has 236 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 25,408,881 shares
.
Largest 10 shareholders include Truepoint, Inc. (2,735,267 shares), Focus Partners Wealth (2,001,930 shares), Foster Group, Inc. (1,104,373 shares), GeoWealth Management, LLC (879,000 shares), Beaird Harris Wealth Management, LLC (803,070 shares), Rather & Kittrell, Inc. (767,756 shares), Focus Partners Advisor Solutions, LLC (767,754 shares), Pathstone Holdings, LLC (748,499 shares), Sequoia Financial Advisors, LLC (744,689 shares), and MBL Wealth, LLC (693,911 shares).
This table shows the top 236 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.