Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / NATL MUN BD ETF
-
Total 13F shares
-
10,468,679
-
Share change
-
+1,533,831
-
Total reported value
-
$505,747,713
-
Price per share
-
$48.32
-
Number of holders
-
123
-
Value change
-
+$74,151,427
-
Number of buys
-
81
-
Number of sells
-
29
Institutional Holders of DIMENSIONAL ETF TRUST - NATL MUN BD ETF (DFNM) as of Q1 2023
As of 31 Mar 2023,
DIMENSIONAL ETF TRUST - NATL MUN BD ETF (DFNM) was held by
123 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
10,468,679 shares.
The largest 10 holders included
Sequoia Financial Advisors, LLC, First Ascent Asset Management, LLC, PATHSTONE FAMILY OFFICE, LLC, Rather & Kittrell, Inc., COMMONWEALTH EQUITY SERVICES, LLC, MBL Wealth, LLC, ASSET PLANNING CORPORATION, MATHER GROUP, LLC., CONFLUENCE INVESTMENT MANAGEMENT LLC, and PBMares Wealth Management LLC.
This page lists
125
institutional shareholders reporting positions in this security
for the Q1 2023 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.