Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / NATL MUN BD ETF
-
Total 13F shares
-
268,187
-
Share change
-
-2,150
-
Total reported value
-
$13,009,731
-
Price per share
-
$48.51
-
Number of holders
-
3
-
Value change
-
-$104,297
-
Number of buys
-
1
-
Number of sells
-
1
Institutional Holders of DIMENSIONAL ETF TRUST - NATL MUN BD ETF (DFNM) as of Q4 2023
As of 31 Dec 2023,
DIMENSIONAL ETF TRUST - NATL MUN BD ETF (DFNM) was held by
3 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
268,187 shares.
The largest 10 holders included
Truepoint, Inc., First Ascent Asset Management, LLC, Beaird Harris Wealth Management, LLC, Sequoia Financial Advisors, LLC, Pathstone Holdings, LLC, BUCKINGHAM STRATEGIC WEALTH, LLC, MBL Wealth, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Austin Wealth Management, LLC, and Rather & Kittrell, Inc..
This page lists
164
institutional shareholders reporting positions in this security
for the Q4 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.