Q3 2025 13F Holders as of 30 Sep 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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242
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Total 13F shares, excl. options
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28.9M
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Shares change
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+2.2M
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Total reported value, excl. options
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$1.39B
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Value change
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+$106M
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Number of buys
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156
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Number of sells
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-72
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Price
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$47.98
Significant Holders of DIMENSIONAL ETF TRUST - NATL MUN BD ETF (DFNM) as of Q3 2025
254 filings reported holding DFNM - DIMENSIONAL ETF TRUST - NATL MUN BD ETF as of Q3 2025.
DIMENSIONAL ETF TRUST - NATL MUN BD ETF (DFNM) has 242 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 28.9M shares
.
Largest 10 shareholders include Truepoint, Inc. (2.86M shares), Focus Partners Wealth (2.57M shares), Foster Group, Inc. (1.49M shares), GeoWealth Management, LLC (865K shares), Beaird Harris Wealth Management, LLC (836K shares), Focus Partners Advisor Solutions, LLC (831K shares), Sequoia Financial Advisors, LLC (818K shares), Pathstone Holdings, LLC (812K shares), Rather & Kittrell, Inc. (772K shares), and MBL Wealth, LLC (680K shares).
This table shows the top 242 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.