Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / NATL MUN BD ETF
-
Total 13F shares
-
11,928,639
-
Share change
-
+1,343,283
-
Total reported value
-
$568,166,783
-
Price per share
-
$47.63
-
Number of holders
-
121
-
Value change
-
+$63,938,309
-
Number of buys
-
67
-
Number of sells
-
46
Institutional Holders of DIMENSIONAL ETF TRUST - NATL MUN BD ETF (DFNM) as of Q2 2023
As of 30 Jun 2023,
DIMENSIONAL ETF TRUST - NATL MUN BD ETF (DFNM) was held by
121 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
11,928,639 shares.
The largest 10 holders included
Beaird Harris Wealth Management, LLC, Sequoia Financial Advisors, LLC, First Ascent Asset Management, LLC, PATHSTONE FAMILY OFFICE, LLC, MBL Wealth, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Rather & Kittrell, Inc., RAM Investment Partners, LLC, ASSET PLANNING CORPORATION, and MATHER GROUP, LLC..
This page lists
123
institutional shareholders reporting positions in this security
for the Q2 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.