Funds holding DFA Dimensional National Municipal Bond ETF
ISIN US25434V8494 · United States
- Fund holders
- 1
- Of which ETFs
- 0 1 other fund
- Value held
- 8M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Symmetry Panoramic Municipal Fixed Income Fund Symmetry Panoramic Trust | 164,219 | 8M $ | 20.18 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Symmetry Panoramic Municipal Fixed Income Fund Symmetry Panoramic Trust | 20.18 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 164,219 | +3.9 % |
| 2026Q1 | 1 | 0 | 158,003 | +3.6 % |
| 2025Q4 | 1 | 0 | 152,481 | +2.6 % |
| 2025Q3 | 1 | 0 | 148,681 | -1.5 % |
| 2025Q2 | 1 | 0 | 151,000 | +98,592.8 % |
| 2024Q1 | 1 | 153 |
Institutional managers
274 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Focus Partners Wealth | 4,221,880 | 202.4M $ | as of Mar 31, 2026 |
| Truepoint, Inc. | 3,095,714 | 148.4M $ | as of Mar 31, 2026 |
| Foster Group, Inc. | 1,460,226 | 70M $ | as of Mar 31, 2026 |
| Apella Capital, LLC | 1,320,176 | 63.9M $ | as of Mar 31, 2026 |
| Symmetry Partners, LLC | 1,317,339 | 63.1M $ | as of Mar 31, 2026 |
| Focus Partners Advisor Solutions, LLC | 1,203,351 | 57.5M $ | as of Mar 31, 2026 |
| Rather & Kittrell, Inc. | 894,173 | 42.9M $ | as of Mar 31, 2026 |
| GeoWealth Management, LLC | 881,082 | 42.2M $ | as of Mar 31, 2026 |
| Sequoia Financial Advisors, LLC | 880,025 | 42.2M $ | as of Mar 31, 2026 |
| Beaird Harris Wealth Management, LLC | 795,703 | 38.1M $ | as of Mar 31, 2026 |
| Pathstone Holdings, LLC | 788,243 | 37.8M $ | as of Mar 31, 2026 |
| MBL Wealth, LLC | 739,735 | 35.5M $ | as of Mar 31, 2026 |
| AWM CAPITAL, LLC | 718,457 | 34.4M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 653,394 | 31.3M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 589,440 | 28.3M $ | as of Mar 31, 2026 |
| Waterford Advisors, LLC | 536,335 | 25.5M $ | as of Mar 31, 2026 |
| Mattern Wealth Management LLC | 530,248 | 25.4M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 518,554 | 24.9M $ | as of Mar 31, 2026 |
| RAM Investment Partners, LLC | 516,432 | 24.8M $ | as of Mar 31, 2026 |
| Graves Light Lenhart Wealth, Inc. | 482,789 | 23.1M $ | as of Mar 31, 2026 |
| ASPIRIANT, LLC | 428,736 | 20.5M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 418,517 | 20.1M $ | as of Mar 31, 2026 |
| HFM Investment Advisors, LLC | 358,188 | 17.2M $ | as of Mar 31, 2026 |
| ASSETMARK, INC | 332,594 | 15.9M $ | as of Mar 31, 2026 |
| Austin Wealth Management, LLC | 327,330 | 15.7M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding DFA Dimensional National Municipal Bond ETF". https://titelia.com/en/stocks/dfa-dimensional-national-municipal-bond-etf-US25434V8494