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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   First Ascent Asset Management LLC 8 - 2023-12-31 901,027 $43,709,000 -37,316
   Beaird Harris Wealth Management LLC 10 - 2024-03-31 841,191 $40,453,000 -13,214
   Sequoia Financial Advisors LLC 60 - 2024-03-31 633,640 $30,472,000 -126,198
   CONFLUENCE INVESTMENT MANAGEMENT LLC 103 - 2024-03-31 230,287 $11,075,000 -2,901
   Relaxing Retirement Coach 8 - 2023-06-30 222,984 $10,621,000 -1,816
   Integrated Wealth Concepts LLC 158 - 2024-03-31 205,207 $9,868,000 -3,718
   Compass Financial Group Inc. 7 - 2024-03-31 188,083 $9,045,000 -883
   STIFEL FINANCIAL CORP 1166 - 2024-03-31 99,789 $4,799,000 -333
   SAVANT CAPITAL MANAGEMENT INC 199 - 2024-03-31 91,295 $4,390,000 -33,983
   Wescott Financial Advisory Group LLC 35 - 2024-03-31 91,040 $4,378,000 -2,248
   MODERA WEALTH MANAGEMENT, LLC 178 - 2024-03-31 82,230 $3,954,000 -502
   Silicon Hills Wealth Management LLC 12 - 2023-06-30 79,316 $3,778,000 -13,055
   WARREN AVERETT ASSET MANAGEMENT, LLC 179 - 2024-03-31 75,635 $3,637,000 -2,357
   MERCER GLOBAL ADVISORS INC /ADV 557 - 2024-03-31 74,011 $3,559,000 -4,518
   GEM Asset Management LLC 10 - 2024-03-31 73,565 $3,511,000 -3,000
   HANSON MCCLAIN, INC. 236 - 2024-03-31 70,790 $3,404,000 -2,272
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 47 - 2024-03-31 65,134 $3,132,000 -40,924
   US BANCORP 722 - 2024-03-31 58,124 $2,795,000 -7,248
   ADVISOR PARTNERS II LLC 211 - 2023-09-30 55,304 $2,570,000 -98,724
   LIBERTY CAPITAL MANAGEMENT INC 54 - 2024-03-31 47,167 $2,268,000 -713
   Helen Stephens Group LLC 23 - 2024-03-31 42,409 $2,039,000 -6,476
   Integrity Wealth Solutions LLC 28 - 2024-03-31 42,086 $2,024,000 -1,767
   Private Advisor Group LLC 826 - 2024-03-31 40,139 $1,930,000 -6,481
   BAKER AVENUE ASSET MANAGEMENT, LP 183 - 2024-03-31 34,376 $1,653,000 -2,411
   Blume Capital Management Inc. 48 - 2024-03-31 33,522 $1,612,000 -1,600
   Patriot Financial Group Insurance Agency LLC 101 - 2024-03-31 31,207 $1,501,000 -58
   Strategic Investment Solutions Inc. /IL 43 - 2023-12-31 28,004 $1,359,000 -175,511
   Physician Wealth Solutions Inc. 23 - 2024-03-31 26,338 $1,267,000 -993
   Eldridge Investment Advisors Inc. 66 - 2024-03-31 26,121 $1,256,000 -694
   One Degree Advisors Inc 28 - 2024-03-31 25,145 $1,210,000 -438
   TRIAD FINANCIAL ADVISORS INC. 26 - 2023-09-30 24,918 $1,158,000 -2,266
   Oceanside Advisors LLC 17 - 2024-03-31 23,321 $1,122,000 -2,084
   Resources Investment Advisors Inc. 505 - 2024-03-31 21,065 $1,013,000 -2,593
   Main Street Financial Solutions LLC 182 - 2024-03-31 20,664 $994,000 -9
   PATHSTONE FAMILY OFFICE, LLC 761 - 2023-09-30 19,272 $896,000 -725,410
   QUARRY HILL ADVISORS LLC 25 - 2024-03-31 14,752 $709,000 -881
   25 LLC 27 - 2024-03-31 12,067 $580,000 -2,688
   CAPTRUST FINANCIAL ADVISORS 1425 - 2024-03-31 11,544 $555,000 -216
   WPWealth LLP 39 - 2024-03-31 10,934 $526,000 -455
   Advisor Group Holdings Inc. 2910 - 2024-03-31 10,532 $506,000 -8,071
   Rockwood Wealth Management LLC 51 - 2024-03-31 10,282 $494,000 -777
   McIlrath & Eck LLC 69 - 2024-03-31 9,469 $455,000 -228
   FIRETHORN WEALTH PARTNERS LLC 86 - 2024-03-31 9,367 $450,000 -3,155
   Sawtooth Asset Management Inc. 743 - 2023-12-31 8,203 $398,000 -2,070
   Bleakley Financial Group LLC 695 - 2024-03-31 7,822 $376,000 -381
   Copperleaf Capital LLC 71 - 2024-03-31 7,280 $350,000 -149
   Colonial Trust Co / SC 221 - 2024-03-31 5,988 $288,000 -145
   Teamwork Financial Advisors LLC 155 - 2024-03-31 5,520 $265,000 -2,359
   Annapolis Financial Services LLC 90 - 2024-03-31 3,867 $186,000 -22,083
   IFP Advisors Inc 1724 - 2023-12-31 626 $30,000 -2,712
   SJS Investment Consulting Inc. 268 - 2024-03-31 454 $22,000 -1,041
   FMR LLC 5219 - 2024-03-31 1 $0 -87
  52 Records found
  1    
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