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Get Institutions for : 
Dfa Dimensional National Municipal Bond Etf (DFNM)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 157    10
Total shares held : 
14,494,819  
% of shares held : 
90.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  30  
Amount of shares held : 
1,332,634  
% of shares held change : 
  8.28%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
18
 271,782
 1.88%
 
Increased Positions :
67
 2,137,886
 14.75%
 
Unchanged Positions :
25
 1,219,806
 8.42%
 
Decreased Positions :
47
-919,360
-6.34%
 
Closed Positions :
8
-157,674
-1.09%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   GeoWealth Management LLC 11 *New 2024-03-31 931,864 $44,813,000 931,864
   Bridgeworth LLC *New 2023-12-31 12,548 $609,000 12,548
   J.W. COLE ADVISORS INC. 591 *New 2024-03-31 8,325 $400,000 8,325
   Simplicity WealthLLC 839 *New 2024-03-31 7,822 $376,000 7,822
   GOLDMAN SACHS GROUP INC/ 4067 *New 2024-03-31 6,917 $333,000 6,917
   Paul Damon & Associates Inc. 52 *New 2024-03-31 6,479 $312,000 6,479
   CVA Family Office LLC 250 *New 2024-03-31 4,125 $198,000 4,125
   Nelson Van Denburg & Campbell Wealth Management Gr 762 *New 2024-03-31 3,562 $171,000 3,562
   UBS Group AG 5315 *New 2024-03-31 1,014 $49,000 1,014
   Parallel Advisors LLC 1926 *New 2024-03-31 461 $22,000 461
   HOWE & RUSLING INC 328 *New 2024-03-31 323 $16,000 323

  11 Records found
  1    
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