Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / NATL MUN BD ETF
-
Number of holders
-
239
-
Total 13F shares, excl. options
-
27,047,441
-
Shares change
-
+1,149,768
-
Total reported value, excl. options
-
$1,282,866,600
-
Value change
-
+$54,540,149
-
Number of buys
-
126
-
Number of sells
-
-109
-
Price
-
$47.43
Significant Holders of DIMENSIONAL ETF TRUST - NATL MUN BD ETF (DFNM) as of Q2 2025
258 filings reported holding DFNM - DIMENSIONAL ETF TRUST - NATL MUN BD ETF as of Q2 2025.
DIMENSIONAL ETF TRUST - NATL MUN BD ETF (DFNM) has 239 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 27,047,441 shares
.
Largest 10 shareholders include Truepoint, Inc. (2,637,846 shares), Focus Partners Wealth (2,090,487 shares), Foster Group, Inc. (1,503,402 shares), GeoWealth Management, LLC (862,408 shares), Beaird Harris Wealth Management, LLC (821,988 shares), Pathstone Holdings, LLC (793,418 shares), Rather & Kittrell, Inc. (782,727 shares), Sequoia Financial Advisors, LLC (781,593 shares), Focus Partners Advisor Solutions, LLC (694,395 shares), and MBL Wealth, LLC (667,113 shares).
This table shows the top 239 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.