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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, 40,326,680 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
40,326,680

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
Western Wealth Management, LLC10,900$527K0.02%013F-HRTimeline
Jacobi Capital Management LLC10,872$525K0.03%+7713F-HRTimeline
CVA Family Office, LLC10,785$521K0.05%013F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC10,779$521K0.27%new13F-HRTimeline
Copper Harbor Investment Advisors, LLC10,622$513K0.11%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,570$511K<0.01%+2,49213F-HRTimelineGroup
Burton Enright Welch10,525$509K0.06%+34913F-HRTimeline
Foundations Investment Advisors, LLC10,502$508K0.01%+1,92513F-HRTimeline
Beta Wealth Group, Inc.10,355$501K0.19%+1,04213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,284$497K<0.01%+2,07113F-HRTimelineGroup
Foundry Financial LLC10,068$487K0.16%-11213F-HRTimeline
Life Planning Partners, Inc9,784$473K0.35%-28613F-HRTimeline
Meridian Wealth Management, LLC9,769$472K0.01%-26613F-HRTimeline
Noble Wealth Partners LLC9,545$461K0.4%13F-HRTimeline
Eldridge Investment Advisors, Inc.9,476$458K0.09%-41913F-HRTimeline
DecisionPoint Financial, LLC9,344$452K0.08%013F-HRTimeline
Oath Planning, LLC9,276$448K0.33%+1,96013F-HRTimeline
Aptus Capital Advisors, LLC9,005$435K<0.01%+81913F-HRTimeline
Acorn Wealth Advisors, LLC8,800$425K0.1%-10413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,734$422K<0.01%+113F-HRTimelineGroup
FORTERIS WEALTH MANAGEMENT INC.8,705$421K0.34%-2,04613F-HRTimeline
TABLEAUX LLC8,702$421K0.18%-1,15413F-HRTimeline
Beckerman Institutional, LLC8,698$420K0.2%-80713F-HRTimeline
Vantage Point Financial LLC8,648$418K0.13%+2913F-HRTimeline
Five Oceans Advisors8,605$416K0.13%-1,01513F-HRTimeline
Legacy Capital Wealth Partners, LLC8,379$405K0.08%+5913F-HRTimeline
CHOREO, LLC8,331$403K<0.01%-3313F-HRTimeline
Savvy Advisors, Inc.8,045$389K0.01%+55813F-HRTimeline
Rehmann Capital Advisory Group8,021$388K0.02%013F-HRTimeline
Squire Investment Management Company, L…7,949$384K0.09%+1,73013F-HRTimeline
Nuveen, LLCin group TIAA7,845$379K<0.01%new13F-HRTimelineGroup
Stewardship Advisors, LLC7,833$379K0.08%new13F-HRTimeline
Merit Financial Group, LLC7,646$370K<0.01%-2713F-HR/ATimeline
Merited Wealth, LLC7,594$367K0.26%-4,92213F-HRTimeline
Avestar Capital, LLC7,469$361K0.02%013F-HRTimeline
Seaside Wealth Management, Inc.7,396$358K0.09%+1,44713F-HRTimeline
IFG Advisory, LLC7,321$354K0.01%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC7,295$353K0.02%+5213F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,258$351K0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors7,227$349K0.01%+2,00913F-HRTimeline
V2 Financial group LLC6,961$336K0.13%new13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…6,912$334K0.1%+77113F-HRTimeline
Investment Advisory Group, LLC6,815$329K0.07%+61813F-HRTimeline
Midwest Trust Co6,769$327K<0.01%-11313F-HRTimeline
Strategic Investment Solutions, Inc. /IL6,627$320K0.07%-30913F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors6,375$308K0.04%-8213F-HRTimelineGroup
Oceanside Advisors LLC6,371$308K0.16%-1,29513F-HRTimeline
Pinnacle Financial Group, LLC / IL6,230$301K0.07%013F-HRTimeline
Leading Edge Financial Planning LLC6,163$298K0.05%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC6,073$294K0.02%+16813F-HRTimeline
Argent Trust Co6,000$290K0.01%013F-HRTimeline
Envision Financial Planning, LLC5,935$287K0.09%+5113F-HRTimeline
IHT Wealth Management, LLC5,795$280K0.01%new13F-HRTimeline
Level Financial Advisors5,775$279K0.06%013F-HRTimeline
Creative Capital Management Investments…5,732$277K0.06%-1,47513F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC5,715$276K0.03%+58913F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC5,472$264K0.03%+2513F-HRTimeline
Csenge Advisory Group5,470$264K0.01%+15913F-HRTimeline
Vigil Wealth Management, LLC5,315$257K0.18%new13F-HRTimeline
HANOVER ADVISORS INC5,267$255K0.09%013F-HRTimeline
BIRCH FINANCIAL GROUP, LLC5,133$248K0.13%new13F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.4,741$229K0.06%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,566$221K<0.01%013F-HRTimelineGroup
Trajan Wealth LLC4,505$218K0.01%new13F-HRTimeline
Creative Planningin group Creative Planning4,440$215K<0.01%new13F-HRTimelineGroup
Navigoe, LLC4,309$208K0.11%013F-HRTimeline
BLUELINE ADVISORS LLC3,850$186K0.13%+71013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,350$162K<0.01%+2413F-HRTimelineGroup
Innovative Asset Advisors Group, LLC3,258$157K0.07%new13F-HRTimeline
Medallion Wealth Advisors, LLC2,577$125K0.04%+7413F-HRTimeline
Global Retirement Partners, LLC2,150$104K<0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,841$89K<0.01%013F-HRTimeline
Nemes Rush Group LLC1,668$80.6K0.01%+1213F-HRTimeline
Qube Research & Technologies Ltd1,482$71.6K<0.01%new13F-HRTimeline
City State Bank1,039$50.2K0.01%+113F-HRTimeline
SJS Investment Consulting Inc.710$34.3K<0.01%013F-HRTimeline
Rossby Financial, LCC671$32.4K0.01%-4513F-HRTimeline
Parallel Advisors, LLC481$23.3K<0.01%+413F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC412$19.9K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC391$18.9K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc318$15.4K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC317$15.3K<0.01%+213F-HRTimeline
RHL GROUP, LLC260$12.5K0.01%+213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN202$9.75K<0.01%+20213F-HRTimelineGroup
Larson Financial Group LLC155$7.49K<0.01%+3013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS119$5.75K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…98$4.74K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…49$2.37K<0.01%+313F-HRTimeline
AE Wealth Management LLC24$1.16K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG10$483<0.01%new13F-HRTimelineGroup
OAKWORTH CAPITAL, INC.1$48<0.01%new13F-HRTimeline
Operose Advisors LLC1$1<0.01%-3,22613F-HRTimeline