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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
   Resonant Capital Advisors LLC 34 - 2024-03-31 178,573 $8,588,000 0
   FF AdvisorsLLC 11 - 2024-03-31 71,775 $3,452,000 0
   MATHER GROUP, INC. 123 - 2024-03-31 66,015 $3,202,000 0
   ROBERTS GLORE & CO INC /IL/ 84 - 2024-03-31 19,600 $943,000 0
   Disciplined Investments LLC 60 - 2024-03-31 16,767 $806,000 0
   Five Oceans Advisors 49 - 2024-03-31 15,722 $756,000 0
   Goss Wealth Management LLC 1254 - 2024-03-31 11,773 $566,000 0
   UMA Financial Services Inc. 90 - 2024-03-31 10,676 $509,000 0
   WMS PARTNERS, LLC 162 - 2024-03-31 10,505 $505,000 0
   DecisionPoint Financial LLC 26 - 2024-03-31 10,098 $481,000 0
   Diversified Portfolios Inc. 106 - 2024-03-31 7,962 $383,000 0
   Waypoint Capital Advisors LLC 98 - 2024-03-31 6,902 $332,000 0
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 58 - 2024-03-31 6,377 $307,000 0
   KFG WEALTH MANAGEMENT LLC 126 - 2024-03-31 5,705 $274,000 0
   COMERICA BANK 2182 - 2024-03-31 5,414 $260,000 0
   SeaCrest Wealth Management LLC 495 - 2024-03-31 5,294 $255,000 0
   LJI Wealth Management LLC 126 - 2024-03-31 5,244 $252,000 0
   Clear Creek Financial Management LLC 363 - 2024-03-31 5,056 $243,000 0
   Alpha Financial Advisors LLC 44 - 2024-03-31 4,200 $202,000 0
   GPS Wealth Strategies Group LLC 270 - 2024-03-31 3,705 $178,000 0
   Global Retirement Partners LLC 1433 - 2024-03-31 961 $46,000 0
   Signature Resources Capital Management LLC 113 - 2024-03-31 663 $32,000 0
   Householder Group Estate & Retirement Specialist L 718 - 2024-03-31 341 $16,000 0
   Hartland & Co. LLC 1222 - 2024-03-31 87 $4,000 0
   PROEQUITIES INC. 8351 - 2024-03-31 0 $0 0
  25 Records found
  1    
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