Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / NATL MUN BD ETF
-
Total 13F shares
-
9,037,829
-
Share change
-
+2,819,936
-
Total reported value
-
$432,152,010
-
Price per share
-
$47.81
-
Number of holders
-
105
-
Value change
-
+$134,994,245
-
Number of buys
-
71
-
Number of sells
-
18
Institutional Holders of DIMENSIONAL ETF TRUST - NATL MUN BD ETF (DFNM) as of Q4 2022
As of 31 Dec 2022,
DIMENSIONAL ETF TRUST - NATL MUN BD ETF (DFNM) was held by
105 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
9,037,829 shares.
The largest 10 holders included
Sequoia Financial Advisors, LLC, First Ascent Asset Management, LLC, Rather & Kittrell, Inc., ASSET PLANNING CORPORATION, COMMONWEALTH EQUITY SERVICES, LLC, MATHER GROUP, LLC., MBL Wealth, LLC, CONFLUENCE INVESTMENT MANAGEMENT LLC, PBMares Wealth Management LLC, and Relaxing Retirement Coach.
This page lists
107
institutional shareholders reporting positions in this security
for the Q4 2022 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.