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Disclosery

DFNM DIMENSIONAL ETF TRUST

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NATL MUN BD ETF (fund)

292 managers (294 13F filers) reported a position in DFNM shares at 2026-06-30, 40,511,651 shares in all. 23 filers opened a position and 8 filers sold out during the quarter.

Managers
292
13F filers
294
New
23
Added
169
Reduced
67
Sold out
8
Shares held by filers
40,511,651

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Focus Partners Wealthgroup of 2 filers holding6,716,447$325M+1,291,216Timeline
Truepoint, Inc.3,211,719$155M3.24%+116,00513F-HRTimeline
Apella Capital, LLC1,590,906$76.8M1.09%+270,73013F-HRTimeline
Foster Group, Inc.1,483,405$71.7M1.91%+23,17913F-HRTimeline
Symmetry Partners, LLC1,285,613$62.1M3.17%-31,72613F-HRTimeline
GeoWealth Management, LLC1,055,345$51M1.6%+174,26313F-HRTimeline
Rather & Kittrell, Inc.939,121$45.4M6.34%+44,94813F-HRTimeline
Sequoia Financial Advisors, LLC896,162$43.3M0.22%+16,13713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC808,791$39.1M0.11%+20,54813F-HRTimelineGroup
Beaird Harris Wealth Management, LLC796,384$38.5M2.41%+68113F-HRTimeline
MBL Wealth, LLC776,501$37.5M2.57%+36,76613F-HRTimeline
AWM CAPITAL, LLC725,052$35M2.81%+6,59513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC672,029$32.5M0.04%+18,63513F-HRTimeline
Waterford Advisors, LLC545,339$28.8M7.85%+9,00413F-HRTimeline
RAM Investment Partners, LLC583,595$28.2M4.51%+67,16313F-HRTimeline
LPL Financial LLC578,747$28M0.01%+60,19313F-HRTimeline
Graves Light Lenhart Wealth, Inc.556,651$26.9M2.51%+73,86213F-HRTimeline
Mattern Wealth Management LLC548,877$26.5M4.35%+18,62913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/481,181$23.3M<0.01%+62,66413F-HRTimelineGroup
ASPIRIANT, LLC432,596$20.9M0.52%+3,86013F-HRTimeline
HFM Investment Advisors, LLC428,712$20.7M7.27%+70,52413F-HRTimeline
Integrated Wealth Concepts LLC391,663$18.9M0.09%+186,96313F-HRTimeline
Savant Capital, LLC376,015$18.2M0.05%+65,27213F-HRTimeline
Austin Wealth Management, LLC364,914$17.5M3.71%+37,58413F-HRTimeline
Vestment Financial LLC351,964$17M7.61%+31,42613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC350,598$16.9M0.03%+18,00413F-HRTimelineGroup
Yardley Wealth Management LLC328,185$15.9M7.21%+7,57213F-HRTimeline
Wheelhouse Advisory Group LLC318,359$15.4M4.34%+41,41613F-HRTimeline
HighTower Advisors, LLC290,185$14M0.01%-299,25513F-HRTimeline
Resonant Capital Advisors, LLC280,894$13.6M0.65%+10,44413F-HRTimeline
Brady Martz Wealth Solutions, LLC272,899$13.2M1.99%+25,18813F-HRTimeline
Strathmore Capital Advisors, Inc.255,575$12.2M3.3%-15,30113F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC247,398$12M4.35%+7,48113F-HRTimeline
Vested Financial Planning, LLC245,079$11.8M7.96%+42,45613F-HRTimeline
Allworth Financial LP237,528$11.5M0.05%+9,91413F-HRTimeline
ENTREWEALTH, LLC233,430$11.2M4.13%+19,62113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.230,567$11.1M0.01%+168,78513F-HRTimelineGroup
West Financial Advisors, LLC215,661$10.4M1.58%+13,72213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…212,330$10.2M0.02%+3,96113F-HRTimeline
55 North Private Wealth, LLC211,718$10.2M2.01%+93,01313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC203,458$9.83M<0.01%+64,85613F-HRTimelineGroup
Plancorp, LLC201,949$9.74M0.24%+26,00413F-HRTimeline
Citrine Capital LLC200,893$9.71M3.59%+8,00913F-HRTimeline
Guardian Wealth Management, LLC198,012$9.57M2.68%+11,12813F-HRTimeline
25 LLC195,416$9.45M2.59%-12,64713F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC189,628$9.17M0.14%-15,73413F-HRTimeline
Outbound Financial Inc188,504$9.11M5.9%+20,48013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS178,237$8.62M3.36%+30,46613F-HRTimeline
Porter White Investment Advisors, Inc.176,591$8.54M3.29%+6,59613F-HRTimeline
Forza Wealth Management, LLC174,200$8.42M2.58%+76,70013F-HRTimeline
Compass Financial Group, Inc.164,506$7.95M3.36%-87613F-HRTimeline
RW Investment Management LLC164,205$7.94M0.7%-1,65713F-HRTimeline
Mills Wealth Advisors LLC164,031$7.93M2.5%+34,21113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…162,601$7.86M0.07%-29,55613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO153,321$7.41M<0.01%+17,78913F-HRTimelineGroup
Optimus Capital Advisors, LLC152,320$7.36M3.95%+1,02413F-HRTimeline
Core Wealth Management, Inc.150,593$7.28M2.05%+12,26213F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.149,261$7.21M2.31%13F-HRTimeline
United Wealth Management, LLC138,321$6.69M1.5%+5,05213F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC121,903$5.89M1.2%+5,39613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV119,155$5.76M0.01%+30,88813F-HR/ATimeline
Kings Path Partners LLC118,323$5.72M1.52%+92,64013F-HRTimeline
Johnson Wealth Management, LLC116,659$5.64M2.39%+1,28013F-HRTimeline
BCO Wealth Management LLC112,137$5.42M2.96%+3,85713F-HRTimeline
Verus Financial Partners, Inc.108,310$5.24M0.45%+12,52513F-HRTimeline
Root Financial Partners, LLC107,262$5.18M0.2%+30,66613F-HRTimeline
Tillman Hartley LLC106,022$5.12M1.15%+4,16913F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.102,659$4.96M3.5%-19213F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC102,190$4.91M1.93%+72113F-HRTimeline
American Investment Services, Inc.98,541$4.76M1.01%+52313F-HRTimeline
Elequin Capital, LP91,480$4.42M0.15%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.88,249$4.27M0.42%+2,15413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP81,865$3.96M0.01%+6813F-HR/ATimelineGroup
Washington Trust Advisors, Inc.80,864$3.91M0.29%-1,22313F-HRTimeline
Aurelius Family Office LLC80,663$3.9M1.54%+11,12813F-HRTimeline
Wescott Financial Advisory Group, LLC79,330$3.83M0.3%-96213F-HRTimeline
Vise Technologies, Inc.77,713$3.76M0.04%+37,66213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP77,050$3.72M<0.01%-5,89713F-HRTimelineGroup
MB Generational Wealth, LLC75,937$3.67M1.8%+19,14413F-HRTimeline
Private Advisor Group, LLC75,612$3.65M0.02%+16,33813F-HRTimeline
QUARRY HILL ADVISORS, LLC75,101$3.63M1.39%+7,20913F-HRTimeline
Aspen Wealth Management LLC75,033$3.63M0.62%-29,39413F-HRTimeline
Vermillion Wealth Management, Inc.73,634$3.56M0.83%+4,55213F-HRTimeline
SCRATCH CAPITAL LLC70,456$3.41M1.69%-3,05013F-HRTimeline
Baker Avenue Asset Management, LP69,540$3.36M0.06%+6,05913F-HRTimeline
Modera Wealth Management, LLC69,130$3.34M0.04%-1,66313F-HRTimeline
BWM Planning, LLC68,662$3.32M0.77%+8,72313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP68,393$3.31M<0.01%+1,44113F-HRTimelineGroup
E-Wealth Partners, LLC67,295$3.25M2.35%-30,10113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …64,324$3.11M0.15%-5,68513F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC63,109$3.05M0.24%+20,72213F-HRTimeline
Summit Wealth Group, LLC61,832$2.99M0.61%-2,96013F-HRTimeline
Note Advisors, LLC61,502$2.97M1.29%+3,78113F-HRTimeline
Tassel Capital Management, Inc.61,178$2.96M1.38%-1,14013F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC61,130$2.95M2.41%-95913F-HRTimeline
GEM Asset Management, LLC60,859$2.94M1.16%-20113F-HRTimeline
Platform Wealth Management, LLC57,058$2.76M1.01%13F-HRTimeline
Financial Engines Advisors L.L.C.56,893$2.75M<0.01%+8,49313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC56,114$2.71M0.02%+10,64713F-HRTimelineGroup
Aerodigm Wealth, LLC55,852$2.7M0.91%+41,85313F-HRTimeline
Meredith Wealth Planning55,527$2.68M0.63%+6,31113F-HRTimeline
FF Advisors,LLC55,193$2.67M1%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC53,730$2.6M0.01%+5,99413F-HRTimelineGroup
Hiley Hunt Wealth Management51,890$2.51M0.99%+17213F-HRTimeline
Waverly Advisors, LLC48,132$2.33M0.01%-1,89113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners46,690$2.26M0.26%+2,52513F-HRTimelineGroup
Heritage Wealth Management, Inc. /CA/45,500$2.2M1.1%+7,61813F-HRTimeline
SAX WEALTH ADVISORS, LLC45,084$2.16M0.09%+3,88513F-HRTimeline
Warburton Capital Management, LLC44,170$2.13M0.87%+80113F-HRTimeline
LEGACY FINANCIAL GROUP, INC.43,740$2.11M0.49%-12,67013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding43,710$2.11M-907Timeline
Verisail Partners, LLC43,265$2.09M0.78%-6,12213F-HRTimeline
XY Planning Network, Inc.43,086$2.08M0.26%+10,38013F-HRTimeline
New Dimensions Wealth Management, LLC42,764$2.07M1.56%+17,03313F-HRTimeline
Family Capital Management, Inc.42,470$2.05M0.8%+3,79813F-HRTimeline
Timonier Family Office, LTD.40,389$1.95M0.55%13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO39,913$1.93M<0.01%+4,04813F-HRTimelineGroup
Shearwater Capital LLC39,791$1.92M0.92%-4,32513F-HRTimeline
Pure Financial Advisors, LLC39,135$1.89M0.02%-42613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC38,489$1.86M0.25%+1,40813F-HRTimeline
Farther Finance Advisors, LLC38,480$1.86M0.01%+77013F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC37,722$1.82M0.39%+1,12813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP37,640$1.82M<0.01%+8,68313F-HRTimelineGroup
Hartmann Taylor Wealth Management, LLC37,250$1.79M1.18%013F-HRTimeline
White Wing Wealth Management36,648$1.77M0.92%+27,22013F-HRTimeline
SwitchPoint Financial Planning, LLC36,592$1.77M1.02%-4,33813F-HRTimeline
ELEVATE WEALTH ADVISORY, INC36,355$1.76M1%-28813F-HRTimeline
Landmark Wealth Management, LLC35,723$1.73M0.41%-1,13213F-HRTimeline
Penney Financial, LLC35,448$1.71M0.6%-61,58013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC35,251$1.7M<0.01%+7,78013F-HRTimelineGroup
Evanson Financial, LLC35,042$1.69M0.08%13F-HRTimeline
OneDigital Investment Advisors LLC34,895$1.69M0.01%+8,68513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.34,431$1.66M0.03%+10813F-HRTimeline
Triune Financial Partners, LLC34,227$1.65M0.35%+10,99013F-HRTimeline
Signature Resources Capital Management,…33,547$1.62M0.64%+5,34013F-HRTimeline
Betterment LLC33,526$1.62M<0.01%+5,88313F-HRTimeline
IFP Advisors, Inc33,152$1.6M0.03%+9,87113F-HRTimeline
Wheels Up Wealth, Inc.32,896$1.59M1.35%+12413F-HRTimeline
Smartleaf Asset Management LLC32,857$1.59M0.05%013F-HRTimeline
One Capital Management, LLC32,810$1.57M0.04%013F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC31,242$1.51M0.39%-45613F-HRTimeline
WPWealth LLP30,480$1.47M0.22%+2,05213F-HRTimeline
HB Wealth Management, LLC29,776$1.44M0.01%-26,05413F-HRTimeline
One Degree Advisors Inc29,613$1.43M0.32%+54013F-HRTimeline
NewEdge Advisors, LLC29,183$1.41M<0.01%-74813F-HRTimeline
MATHER GROUP, LLC.28,854$1.39M0.01%-11,98513F-HRTimeline
Capstone Wealth Management, LLC28,842$1.39M0.65%+4,27613F-HRTimeline
Kane Co Wealth Management, Inc.27,750$1.34M1.02%-9,56513F-HRTimeline
Sterling Wealth Management, Inc.27,665$1.34M0.33%-28213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,950$1.3M<0.01%+4,17513F-HRTimelineGroup
Logan Stone Capital, LLC26,847$1.3M0.27%new13F-HRTimeline
Quantinno Capital Management LP26,560$1.28M<0.01%+21,42313F-HRTimeline
CogentBlue Wealth Advisors, LLC25,982$1.26M0.72%+2,27313F-HRTimeline
HEFFERNAN ADVISORY, INC25,930$1.25M1.05%+1,03313F-HRTimeline
ArborFi Advisors, LLC25,521$1.23M0.89%+4,76213F-HRTimeline
CLARIS ADVISORS, LLC / MO /25,201$1.22M0.32%+2,49613F-HRTimeline
Applied Capital LLC25,037$1.21M0.39%+1613F-HRTimeline
Financial Plan, Inc.24,574$1.19M0.11%+8,82213F-HRTimeline
Pacific Asset Management, LLC23,249$1.12M0.55%-6213F-HRTimeline
BDFS Capital LLC23,230$1.12M0.49%+10,47413F-HRTimeline
Blume Capital Management, Inc.22,685$1.1M0.16%013F-HRTimeline
Pioneer Wealth Management Group22,599$1.09M0.26%new13F-HRTimeline
DEMMING FINANCIAL SERVICES CORP /ADV22,552$1.09M0.69%-7,92113F-HRTimeline
Investmark Advisory Group LLC22,255$1.08M0.41%+113F-HRTimeline
Beacon Pointe Advisors, LLC21,455$1.04M<0.01%+49013F-HRTimeline
Vistica Wealth Advisors, LLC21,078$1.02M0.88%+15,64313F-HRTimeline
KEB ASSET MANAGEMENT, LLC20,491$990K0.16%+63413F-HRTimeline
Aegis Wealth Management LLC20,400$986K0.46%+2,50013F-HRTimeline
Cogent Private Wealth, Inc.19,970$965K0.6%013F-HRTimeline
Safeguard Investment Advisory Group, LLC19,697$952K0.22%+1,27413F-HRTimeline
Sterling Wealth Advisors Inc19,508$943K0.51%+40513F-HRTimeline
COGENT STRATEGIC WEALTH LLC19,198$928K0.88%+3,52113F-HRTimeline
Partners in Financial Planning19,112$924K0.14%+3,15213F-HRTimeline
Cambridge Investment Research Advisors,…18,608$899K<0.01%-7913F-HR/ATimeline
Generations Wealth, LLC18,598$899K0.85%-11,49813F-HRTimeline
Ponta Wealth Partners, LLC18,094$875K0.47%-33613F-HRTimeline
ROBERTS GLORE & CO INC /IL/17,735$857K0.21%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …17,254$834K0.02%-16,48313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC17,081$826K<0.01%+4,47313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC16,913$818K0.06%-3,65513F-HRTimeline
JP Wealth Management, Inc.16,870$815K0.51%013F-HRTimeline
JDH Wealth Management, LLC16,853$815K0.5%+2,73813F-HRTimeline
Friday Financial16,717$807K0.22%+2,91113F-HRTimeline
Crews Bank & Trust15,683$758K0.1%013F-HRTimeline
Physician Wealth Advisors, Inc.15,418$745K0.09%+13013F-HRTimeline
&PARTNERS15,402$744K<0.01%013F-HRTimeline
Disciplined Investments, LLC15,276$738K0.24%+1,56113F-HR/ATimeline
Anson Capital, Inc.14,981$724K0.47%+4,31213F-HRTimeline
HBE Wealth Management, LLC14,838$717K0.52%new13F-HRTimeline
Integrity Wealth Solutions LLC14,619$707K0.26%-28313F-HRTimeline
Physician Wealth Solutions Inc.14,392$696K0.26%-51713F-HRTimeline
SpringVest Wealth Management LLC13,458$650K0.41%+2,08413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…13,011$629K<0.01%-1,41213F-HRTimelineGroup
INTEGRATED WEALTHCARE, LLC12,928$625K0.47%+17113F-HRTimeline
Glass Jacobson Investment Advisors llc12,278$593K0.18%+8813F-HRTimeline
Broadhurst Jeffrey B12,000$580K1.23%-32,61613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC11,416$552K0.04%+24313F-HRTimeline
Iowa State Bank11,271$545K0.09%013F-HRTimeline
Kaufman Rossin Wealth, LLC11,237$542K0.26%+4,17213F-HRTimeline
Burk Holdings LLC11,011$532K0.2%+1,75813F-HRTimeline