Institutional Ownership
Dimensional ETF Trust
CUSIP 25434V849NATL MUN BD ETFDFNMQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
272
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Focus Partners Wealth | 4.22M | $202.35M |
| 2 | Truepoint, Inc. | 3.10M | $148.38M |
| 3 | Foster Group, Inc. | 1.46M | $69.99M |
| 4 | Apella Capital, LLC | 1.32M | $63.90M |
| 5 | Symmetry Partners, LLC | 1.32M | $63.14M |
| 6 | Focus Partners Advisor Solutions, LLC | 1.20M | $57.46M |
| 7 | Rather & Kittrell, Inc. | 894.2K | $42.86M |
| 8 | Geowealth Management, LLC | 881.1K | $42.23M |
| 9 | Sequoia Financial Advisors, LLC | 880.0K | $42.18M |
| 10 | Beaird Harris Wealth Management, LLC | 795.7K | $38.14M |