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DFNM · Dimensional National Municipal Bond ETF ETF

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$47.25 -0.03 (-0.06%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 1
Total Value: $3,956,944
Total Shares: 81,865

Institutional Ownership Trend

12 quarters

Holder Concentration

Across 1 13F filers · Δ vs Jun 30, 2024
Top Holder
100.0%
Dec 2021 → Jun 2026 · range 10.4% – 100.0%
+86.4 pts
Top 5
100.0%
Dec 2021 → Jun 2026 · range 34.8% – 100.0%
+64.7 pts
Top 10
100.0%
Dec 2021 → Jun 2026 · range 48.6% – 100.0%
+47.9 pts
HHI
10,000
Dec 2021 → Jun 2026 · range 384 – 10,000
Highly concentrated+9,582

Quarterly Activity

vs Jun 30, 2024
New
0
Increased
0
Decreased
1
Sold Out
165
Unchanged
0
Holder count: -165
Institutional value: -99.6%
Shares held: -99.6%

Top Buyers

vs Jun 30, 2024
No qualifying movers this quarter.

Top Sellers

vs Jun 30, 2024
Institution Sold Now Holds Open
Corient Private Wealth LLC −47,745 81,865

Top New Positions

vs Jun 30, 2024
No new positions this quarter.

Top Sold-Out Positions

vs Jun 30, 2024
Institution Previously Held Last Value (USD) Open
Truepoint, Inc. 2,590,947 $123,769,538
Foster Group, Inc. 1,219,501 $58,255,562
Buckingham Asset Management, LLC 1,196,198 $57,142,378
GeoWealth Management, LLC 884,605 $42,257,580
Beaird Harris Wealth Management, LLC 847,601 $40,489,899
Filter: New 0 Increased 0 Reduced 1 Sold out 165 Unchanged 0
Showing 1 of 1
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC DFNM $3,956,944 100.00% 81,865