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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: 3-31-2022 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 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
   TRUEPOINT, INC. 10 - 2023-12-31 2,376,583 $115,288,000 507,077
   Foster Group Inc. 10 - 2024-03-31 1,256,885 $60,444,000 1,160,025
   First Ascent Asset Management LLC 8 - 2023-12-31 901,027 $43,709,000 -37,316
   Beaird Harris Wealth Management LLC 7 - 2023-12-31 854,405 $41,447,000 -265,873
   Sequoia Financial Advisors LLC - 2023-12-31 759,838 $36,860,000 -53,788
   Pathstone Holdings LLC 82 - 2023-12-31 726,910 $35,262,000 0
   BUCKINGHAM ASSET MANAGEMENT, LLC 36 - 2023-12-31 705,547 $34,226,000 683,991
   MBL Wealth LLC 4 - 2024-03-31 689,738 $33,170,000 37,790
   COMMONWEALTH EQUITY SERVICES LLC. 363 - 2023-12-31 555,237 $26,935,000 46,826
   Rather & Kittrell Inc. 5 - 2024-03-31 517,023 $24,864,000 81,364
   Austin Wealth Management LLC 3 - 2023-12-31 490,704 $23,711,000 56,616
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 295 - 2024-03-31 472,530 $22,724,000 372,239
   Graves-Light Private Wealth Management Inc. 12 - 2023-12-31 399,832 $19,396,000 6,462
   Landmark Financial Advisors LLC 5 - 2023-12-31 337,148 $16,355,000 152,952
   RAM Investment Partners LLC 8 - 2023-12-31 315,948 $15,327,000 39,713
   PBMares Wealth Management LLC - 2023-12-31 284,103 $13,782,000 24,372
   Apella Capital LLC 34 - 2024-03-31 272,127 $13,040,000 13,125
   ASSET PLANNING CORPORATION 2 - 2023-12-31 247,127 $11,988,000 -24,865
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 248 - 2023-12-31 242,316 $11,755,000 8,836
   Mattern Wealth Management LLC 6 - 2023-12-31 241,309 $11,706,000 29,997
   CONFLUENCE INVESTMENT MANAGEMENT LLC 103 - 2024-03-31 230,287 $11,075,000 -2,901
   LPL FINANCIAL CORP 1196 - 2023-12-31 222,840 $10,810,000 17,318
   Relaxing Retirement Coach 8 - 2023-06-30 222,984 $10,621,000 -1,816
   Integrated Wealth Concepts LLC 143 - 2023-12-31 208,925 $10,135,000 -17,447
   Compass Financial Group Inc. 6 - 2023-12-31 188,966 $9,167,000 17,545
   COLLECTIVE FAMILY OFFICE LLC 6 - 2024-03-31 189,543 $9,115,000 4,985
   Resonant Capital Advisors LLC 31 - 2023-12-31 178,573 $8,663,000 31,155
   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 642 - 2023-12-31 125,762 $6,101,000 3,161
   SAVANT CAPITAL MANAGEMENT INC 165 - 2023-12-31 125,278 $6,077,000 -50,223
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 26 *New 2023-12-31 106,058 $5,145,000 106,058
   Evanson Asset Management LLC 37 - 2024-03-31 103,070 $4,957,000 30,785
   STIFEL FINANCIAL CORP 1108 - 2023-12-31 100,122 $4,857,000 -3,100
   LEGACY FINANCIAL GROUP INC. 17 - 2023-12-31 97,583 $4,734,000 -21,852
   Wescott Financial Advisory Group LLC 31 - 2023-12-31 93,288 $4,525,000 -12,485
   Core Wealth Management Inc. 6 - 2024-03-31 92,793 $4,462,000 16,657
   MODERA WEALTH MANAGEMENT, LLC 172 - 2023-12-31 82,732 $4,013,000 -10,614
   ENVESTNET ASSET MANAGEMENT INC 2054 - 2023-12-31 80,119 $3,887,000 7,437
   Buckingham Strategic Partners 58 - 2023-12-31 79,589 $3,861,000 41,891
   MERCER GLOBAL ADVISORS INC /ADV 541 - 2023-12-31 78,529 $3,809,000 -23,753
   WARREN AVERETT ASSET MANAGEMENT, LLC 94 - 2023-12-31 77,992 $3,783,000 -899
   Silicon Hills Wealth Management LLC 12 - 2023-06-30 79,316 $3,778,000 -13,055
   GEM Asset Management LLC 9 - 2023-12-31 76,565 $3,714,000 23,453
   AMERICAN INVESTMENT SERVICES INC. 39 - 2023-12-31 75,169 $3,646,000 10,182
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 19 - 2023-12-31 73,574 $3,544,000 3,603
   J P MORGAN CHASE & CO 2652 - 2023-12-31 71,917 $3,489,000 63,906
   FF AdvisorsLLC 11 - 2024-03-31 71,775 $3,452,000 0
   HANSON MCCLAIN, INC. 236 - 2024-03-31 70,790 $3,404,000 -2,272
   MATHER GROUP, INC. 123 - 2024-03-31 66,015 $3,202,000 0
   US BANCORP 677 - 2023-12-31 65,372 $3,171,000 43,533
   BANK OF AMERICA CORP /DE/ 3221 - 2023-12-31 62,120 $3,013,000 16,290
   PHILLIPS FINANCIAL MANAGEMENT LLC 70 - 2024-03-31 61,310 $2,948,000 3,537
   ADVISOR PARTNERS II LLC 211 - 2023-09-30 55,304 $2,570,000 -98,724
   Relative Value Partners Group LLC 97 - 2023-12-31 51,368 $2,492,000 -38,782
   SAGE RHINO CAPITAL LLC 45 - 2024-03-31 50,349 $2,421,000 1,755
   Landmark Wealth Management LLC 26 - 2024-03-31 48,015 $2,309,000 2,195
   LIBERTY CAPITAL MANAGEMENT INC 54 - 2024-03-31 47,167 $2,268,000 -713
   Private Advisor Group LLC 711 - 2023-12-31 46,620 $2,262,000 16,130
   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
   BB&T CORP 1250 - 2023-12-31 40,250 $1,953,000 8,443
   DiNuzzo Private Wealth Inc. 23 - 2023-12-31 39,397 $1,911,000 0
   LINCOLN NATIONAL CORP 305 - 2023-12-31 37,578 $1,823,000 901
   BAKER AVENUE ASSET MANAGEMENT, LP 168 - 2023-12-31 36,787 $1,785,000 -12,574
   Blume Capital Management Inc. 47 - 2023-12-31 35,122 $1,704,000 200
   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 115 - 2023-12-31 32,499 $1,577,000 -13,178
   ELEVATE WEALTH ADVISORY INC 21 - 2023-12-31 31,786 $1,542,000 0
   Shearwater Capital LLC 12 - 2024-03-31 31,604 $1,520,000 1,069
   Patriot Financial Group Insurance Agency LLC 79 - 2023-12-31 31,265 $1,517,000 -4,254
   Strategic Investment Solutions Inc. /IL 43 - 2023-12-31 28,004 $1,359,000 -175,511
   Baldrige Asset Management LLC 45 - 2023-03-31 28,034 $1,354,000 8,630
   Eldridge Investment Advisors Inc. 65 - 2023-12-31 26,815 $1,301,000 -8,047
   Physician Wealth Solutions Inc. 23 - 2024-03-31 26,338 $1,267,000 -993
   One Degree Advisors Inc 28 - 2023-12-31 25,583 $1,234,000 0
   TRIAD FINANCIAL ADVISORS INC. 26 - 2023-09-30 24,918 $1,158,000 -2,266
   Resources Investment Advisors Inc. 427 *New 2023-12-31 23,658 $1,148,000 23,658
   Oceanside Advisors LLC 17 - 2024-03-31 23,321 $1,122,000 -2,084
   White Wing Wealth Management 20 - 2024-03-31 23,054 $1,107,000 5,729
   Investmark Advisory Group LLC 43 *New 2023-12-31 21,144 $1,026,000 21,144
   SAX WEALTH ADVISORS LLC 72 - 2023-12-31 20,999 $1,019,000 5,500
   Main Street Financial Solutions LLC 182 - 2024-03-31 20,664 $994,000 -9
   HIGHTOWER ADVISORS, LLC 1810 *New 2023-12-31 19,910 $966,000 19,910
   ROBERTS GLORE & CO INC /IL/ 83 - 2023-12-31 19,600 $951,000 14,100
   Safeguard Investment Advisory Group LLC - 2023-12-31 19,320 $937,000 1,633
   PURE FINANCIAL ADVISORS, INC. 151 - 2024-03-31 19,006 $914,000 79
   PATHSTONE FAMILY OFFICE, LLC 761 - 2023-09-30 19,272 $896,000 -725,410
   SOUNDMARK WEALTH MANAGEMENT LLC 39 - 2024-03-31 18,563 $893,000 73
   Advisor Group Holdings Inc. 2626 - 2023-12-31 18,603 $893,000 5,350
   Belpointe Asset Management LLC 242 - 2023-12-31 17,523 $850,000 11,863
   PrairieView Partners LLC - 2023-12-31 17,058 $827,000 11,767
   Disciplined Investments LLC 60 - 2024-03-31 16,767 $806,000 0
   Heritage Wealth Management Inc. /CA/ 31 - 2023-12-31 15,896 $771,000 0
   Five Oceans Advisors 49 - 2024-03-31 15,722 $756,000 0
   QUARRY HILL ADVISORS LLC 25 - 2024-03-31 14,752 $709,000 -881
   Spinnaker Investment Group LLC 40 - 2024-03-31 14,431 $694,000 4,248
   Avestar Capital LLC 141 - 2023-12-31 14,154 $687,000 2,772
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 92 - 2023-12-31 13,831 $671,000 958
  100 Records found
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