Institutional Ownership
Dimensional ETF Trust
CUSIP 25434V849NATL MUN BD ETFDFNMQ1 2026
Institutional Holders
272
13F filers
Shares Held
36.29M
Aggregate institutional
Institutional Value
$1.73B
Q1 2026
Net New Holders
+8
24 new · 16 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions24
Increased156
Decreased57
Sold out16
Institutional Holders
272 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 4.22M | $202.35M | +559.0K | Added |
| 2 | Truepoint, Inc. | 3.10M | $148.38M | +121.6K | Added |
| 3 | Foster Group, Inc. | 1.46M | $69.99M | −5.5K | Reduced |
| 4 | Apella Capital, LLC | 1.32M | $63.90M | +638.3K | Added |
| 5 | Symmetry Partners, LLC | 1.32M | $63.14M | −9.4K | Reduced |
| 6 | Focus Partners Advisor Solutions, LLC | 1.20M | $57.46M | +1.19M | Added |
| 7 | Rather & Kittrell, Inc. | 894.2K | $42.86M | +57.2K | Added |
| 8 | Geowealth Management, LLC | 881.1K | $42.23M | −1.9K | Reduced |
| 9 | Sequoia Financial Advisors, LLC | 880.0K | $42.18M | +30.2K | Added |
| 10 | Beaird Harris Wealth Management, LLC | 795.7K | $38.14M | −52.2K | Reduced |
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