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DFNM DIMENSIONAL ETF TRUST

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NATL MUN BD ETF (fund)

231 managers (232 13F filers) reported a position in DFNM shares at 2024-12-31, 24,081,834 shares in all. 15 filers opened a position and 11 filers sold out during the quarter.

Managers
231
13F filers
232
New
15
Added
103
Reduced
54
Sold out
11
Shares held by filers
24,081,834

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC5,031$240K0.2%new13F-HRTimeline
SeaCrest Wealth Management, LLC4,986$238K0.03%013F-HRTimeline
Root Financial Partners, LLC4,958$237K0.03%+1813F-HRTimeline
Creative Capital Management Investments…4,946$236K0.1%-95013F-HRTimeline
SAGE RHINO CAPITAL LLC4,670$223K0.05%-19,64213F-HRTimeline
Physician Wealth Advisors, Inc.4,449$213K0.04%-6,22713F-HRTimeline
JDH Wealth Management, LLC4,334$207K0.18%13F-HRTimeline
Navigoe, LLC4,082$194K0.19%13F-HRTimeline
GPS Wealth Strategies Group, LLC3,705$177K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC2,550$122K0.06%13F-HRTimeline
MilWealth Group LLC2,010$96K0.03%new13F-HRTimeline
SJS Investment Consulting Inc.1,744$83.3K0.01%+1413F-HRTimeline
Farther Finance Advisors, LLC1,617$77.2K<0.01%-3,33413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,432$68.4K<0.01%+3213F-HRTimelineGroup
City State Bank1,038$49.6K0.02%013F-HRTimeline
Global Retirement Partners, LLC961$45.9K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.922$44K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC842$40K<0.01%-6313F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC831$39.7K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc801$38.3K<0.01%+10913F-HRTimeline
Parallel Advisors, LLC471$22.5K<0.01%+413F-HRTimeline
Signature Resources Capital Management,…462$22.1K0.02%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC412$19.7K0.01%13F-HRTimeline
Geneos Wealth Management Inc.312$14.9K<0.01%-84313F-HRTimeline
AdvisorNet Financial, Inc307$14.7K<0.01%+313F-HRTimeline
Nemes Rush Group LLC306$14.6K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN176$8.41K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC138$6.59K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL82$3.92K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC56$2.67K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.