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Disclosery

DFNM DIMENSIONAL ETF TRUST

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NATL MUN BD ETF (fund)

238 managers (240 13F filers) reported a position in DFNM shares at 2025-03-31, 25,409,016 shares in all. 20 filers opened a position and 14 filers sold out during the quarter.

Managers
238
13F filers
240
New
20
Added
100
Reduced
81
Sold out
14
Shares held by filers
25,409,016

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Sigma Planning Corp5,265$250K0.01%-30013F-HRTimeline
Seaside Wealth Management, Inc.5,239$249K0.09%+3013F-HRTimeline
Life Planning Partners, Inc5,200$247K0.22%013F-HRTimeline
Root Financial Partners, LLC5,156$245K0.03%+19813F-HRTimeline
Summit Wealth Group, LLC5,061$241K0.07%new13F-HRTimeline
Clear Creek Financial Management, LLC5,056$241K0.02%013F-HRTimeline
SeaCrest Wealth Management, LLC4,986$237K0.03%013F-HRTimeline
Creative Capital Management Investments…4,946$235K0.09%013F-HRTimeline
Diversified Portfolios, Inc.4,875$232K0.02%-19813F-HRTimeline
SAGE RHINO CAPITAL LLC4,673$222K0.05%+313F-HRTimeline
STAGE HARBOR FINANCIAL, LLC4,611$219K0.19%new13F-HRTimeline
Kings Path Partners LLC4,502$214K0.1%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,320$205K<0.01%+2,88813F-HR/ATimelineGroup
WEALTHSPAN PARTNERS, LLC4,224$201K0.09%-5,06313F-HRTimeline
Navigoe, LLC4,082$194K0.17%013F-HRTimeline
Geneos Wealth Management Inc.3,870$184K<0.01%+3,55813F-HRTimeline
GPS Wealth Strategies Group, LLC3,705$176K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC2,769$132K0.06%+21913F-HRTimeline
Farther Finance Advisors, LLC2,072$98.8K<0.01%+45513F-HRTimeline
SJS Investment Consulting Inc.1,744$83K0.01%013F-HRTimeline
Nemes Rush Group LLC1,040$49.4K0.01%+73413F-HRTimeline
City State Bank1,038$49.4K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC842$40K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC831$39.7K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc809$38.5K<0.01%+813F-HRTimeline
Signature Resources Capital Management,…607$28.9K0.02%+14513F-HRTimeline
Parallel Advisors, LLC475$22.6K<0.01%+413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…453$21.5K<0.01%new13F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC412$19.6K0.01%013F-HRTimeline
AdvisorNet Financial, Inc309$14.7K<0.01%+213F-HRTimeline
AE Wealth Management LLC138$6.57K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…125$5.95K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL82$3.9K<0.01%013F-HRTimeline
Rossby Financial, LCC71$3.35K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC56$2.66K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…48$2.28K<0.01%new13F-HRTimeline
Keystone Global Partners, LLC1$48<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.