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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
   TRUEPOINT, INC. 10 - 2024-03-31 2,663,215 $128,074,000 286,632
   Foster Group Inc. 10 - 2024-03-31 1,256,885 $60,444,000 1,160,025
   BUCKINGHAM ASSET MANAGEMENT, LLC 34 - 2024-03-31 923,790 $44,425,000 218,243
   Pathstone Holdings LLC 91 - 2024-03-31 734,440 $35,319,000 7,530
   MBL Wealth LLC 4 - 2024-03-31 689,738 $33,170,000 37,790
   COMMONWEALTH EQUITY SERVICES LLC. 387 - 2024-03-31 584,359 $28,102,000 29,122
   Rather & Kittrell Inc. 5 - 2024-03-31 517,023 $24,864,000 81,364
   Austin Wealth Management LLC 3 - 2024-03-31 515,775 $24,566,000 25,071
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 295 - 2024-03-31 472,530 $22,724,000 372,239
   Graves-Light Private Wealth Management Inc. 11 - 2024-03-31 442,498 $21,280,000 42,666
   Landmark Financial Advisors LLC 5 - 2023-12-31 337,148 $16,355,000 152,952
   RAM Investment Partners LLC 8 - 2024-03-31 321,814 $15,476,000 5,866
   PBMares Wealth Management LLC 6 - 2024-03-31 312,048 $15,006,000 27,945
   Apella Capital LLC 34 - 2024-03-31 272,127 $13,040,000 13,125
   Mattern Wealth Management LLC 6 - 2024-03-31 268,988 $12,936,000 27,679
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 266 - 2024-03-31 260,197 $12,513,000 17,881
   ASSET PLANNING CORPORATION 2 - 2024-03-31 250,661 $12,054,000 3,534
   LPL FINANCIAL CORP 1230 - 2024-03-31 242,980 $11,685,000 20,140
   HIGHTOWER ADVISORS, LLC 701 - 2024-03-31 202,299 $9,730,000 182,389
   COLLECTIVE FAMILY OFFICE LLC 6 - 2024-03-31 189,543 $9,115,000 4,985
   MARYLAND CAPITAL ADVISORS INC. 5 - 2024-03-31 178,201 $8,570,000 268
   West Financial Advisors LLC 15 - 2024-03-31 167,996 $8,079,000 1,441
   CI Private Wealth LLC 650 - 2024-03-31 129,070 $6,207,000 3,308
   Evanson Asset Management LLC 37 - 2024-03-31 103,070 $4,957,000 30,785
   LEGACY FINANCIAL GROUP INC. 18 - 2024-03-31 97,987 $4,712,000 404
   BANK OF AMERICA CORP /DE/ 3044 - 2024-03-31 93,210 $4,482,000 31,090
   Core Wealth Management Inc. 6 - 2024-03-31 92,793 $4,462,000 16,657
   J P MORGAN CHASE & CO 2552 - 2024-03-31 86,657 $4,167,000 14,740
   ENVESTNET ASSET MANAGEMENT INC 2101 - 2024-03-31 86,110 $4,141,000 5,991
   AMERICAN INVESTMENT SERVICES INC. 38 - 2024-03-31 81,473 $3,918,000 6,304
   JANE STREET GROUP LLC 1541 - 2024-03-31 78,554 $3,778,000 78,554
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 19 - 2024-03-31 77,211 $3,713,000 3,637
   PHILLIPS FINANCIAL MANAGEMENT LLC 70 - 2024-03-31 61,310 $2,948,000 3,537
   SAX WEALTH ADVISORS LLC 44 - 2024-03-31 51,029 $2,454,000 30,030
   SAGE RHINO CAPITAL LLC 45 - 2024-03-31 50,349 $2,421,000 1,755
   ROYAL BANK OF CANADA 2388 - 2024-03-31 50,228 $2,415,000 42,112
   Landmark Wealth Management LLC 26 - 2024-03-31 48,015 $2,309,000 2,195
   BB&T CORP 1251 - 2024-03-31 42,991 $2,067,000 2,741
   LINCOLN NATIONAL CORP 336 - 2024-03-31 40,844 $1,964,000 3,266
   DiNuzzo Private Wealth Inc. 28 - 2024-03-31 39,907 $1,919,000 510
   ELEVATE WEALTH ADVISORY INC 17 - 2024-03-31 39,717 $1,910,000 7,931
   North Ridge Wealth Advisors Inc. 15 - 2024-03-31 34,358 $1,652,000 377
   PARK AVENUE SECURITIES LLC 480 - 2024-03-31 33,242 $1,599,000 3,733
   Forum Financial Management LP 146 - 2024-03-31 32,514 $1,564,000 15
   Shearwater Capital LLC 12 - 2024-03-31 31,604 $1,520,000 1,069
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 61 - 2024-03-31 31,410 $1,511,000 17,579
   Baldrige Asset Management LLC 45 - 2023-03-31 28,034 $1,354,000 8,630
   CPA Asset Management LLC 30 - 2024-03-31 26,858 $1,292,000 16,775
   WEBSTERROGERS FINANCIAL ADVISORS LLC 37 - 2024-03-31 24,200 $1,164,000 12,613
   White Wing Wealth Management 20 - 2024-03-31 23,054 $1,107,000 5,729
   Safeguard Investment Advisory Group LLC 32 - 2024-03-31 22,574 $1,086,000 3,254
   Investmark Advisory Group LLC 44 - 2024-03-31 21,519 $1,035,000 375
   Heritage Wealth Management Inc. /CA/ 29 - 2024-03-31 19,902 $957,000 4,006
   PURE FINANCIAL ADVISORS, INC. 151 - 2024-03-31 19,006 $914,000 79
   SOUNDMARK WEALTH MANAGEMENT LLC 39 - 2024-03-31 18,563 $893,000 73
   PrairieView Partners LLC 60 - 2024-03-31 17,399 $837,000 341
   WEALTHSPAN PARTNERS LLC 41 - 2024-03-31 15,034 $723,000 1,556
   Spinnaker Investment Group LLC 40 - 2024-03-31 14,431 $694,000 4,248
   MML INVESTORS SERVICES LLC 1659 - 2024-03-31 13,080 $629,000 8,692
   Western Wealth Management LLC 314 - 2024-03-31 12,990 $625,000 892
   Laurel Wealth Advisors Inc. 335 - 2022-12-31 11,708 $560,000 3,744
   Dynamic Advisors Solutions LLC 578 - 2024-03-31 11,630 $559,000 14
   Wealthstream Advisors Inc. 71 - 2024-03-31 10,892 $524,000 912
   Grunden Financial Advisory Inc. 15 - 2024-03-31 10,608 $510,000 34
   QUANTITATIVE ADVANTAGE LLC 99 - 2023-03-31 10,116 $489,000 1,060
   MORGAN STANLEY 5192 - 2024-03-31 8,987 $432,000 368
   Rehmann Capital Advisory Group 353 - 2024-03-31 8,901 $428,000 100
   Beta Wealth Group Inc. 79 - 2024-03-31 8,509 $409,000 945
   RCS Financial Planning LLC 57 - 2024-03-31 8,154 $392,000 458
   Betterment LLC 301 - 2024-03-31 6,827 $328,000 821
   Glass Jacobson Investment Advisors llc 172 - 2024-03-31 6,823 $328,000 2,617
   Farther Finance Advisors LLC 551 - 2024-03-31 6,185 $297,000 29
   Envision Financial Planning LLC 21 - 2024-03-31 5,869 $282,000 581
   Sigma Planning Corp 1001 - 2024-03-31 5,590 $269,000 5,590
   CREATIVE PLANNING 2330 - 2024-03-31 5,576 $268,000 566
   Breakwater Capital Group 223 - 2024-03-31 5,386 $259,000 400
   Seaside Wealth Management Inc. 48 - 2024-03-31 5,094 $245,000 24
   Creative Capital Management Investments LLC 54 - 2024-03-31 2,630 $126,000 788
   WELLS FARGO & CO/MN 4589 - 2024-03-31 1,289 $62,000 1,289
   BLAIR WILLIAM & CO/IL 1673 - 2024-03-31 393 $19,000 377
  80 Records found
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