Q1 2025 13F Holders as of 3/31/2025
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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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236
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Total 13F shares, excl. options
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25.4M
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Shares change
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+1.27M
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Total reported value, excl. options
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$1.21B
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Value change
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+$60.4M
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Number of buys
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118
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Number of sells
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-95
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Price
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$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 25.4M shares
.
Largest 10 shareholders include Truepoint, Inc. (2.74M shares), Focus Partners Wealth (2M shares), Foster Group, Inc. (1.1M shares), GeoWealth Management, LLC (879K shares), Beaird Harris Wealth Management, LLC (803K shares), Rather & Kittrell, Inc. (768K shares), Focus Partners Advisor Solutions, LLC (768K shares), Pathstone Holdings, LLC (748K shares), Sequoia Financial Advisors, LLC (745K shares), and MBL Wealth, LLC (694K 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.