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Disclosery

DFNM DIMENSIONAL ETF TRUST

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NATL MUN BD ETF (fund)

239 managers (242 13F filers) reported a position in DFNM shares at 2025-06-30, 27,198,903 shares in all. 17 filers opened a position and 21 filers sold out during the quarter.

Managers
239
13F filers
242
New
17
Added
106
Reduced
91
Sold out
21
Shares held by filers
27,198,903

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Root Financial Partners, LLC7,377$350K0.03%+2,22113F-HRTimeline
Midwest Trust Co7,264$345K<0.01%13F-HRTimeline
Oceanside Advisors LLC6,622$314K0.21%+12713F-HRTimeline
Envision Financial Planning, LLC6,526$310K0.14%-11113F-HRTimeline
Seaside Wealth Management, Inc.6,252$297K0.09%+1,01313F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,197$294K0.01%+4513F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…6,141$291K0.11%-23613F-HRTimeline
Triune Financial Partners, LLC5,984$284K0.08%-2,45513F-HRTimeline
Vantage Point Financial LLC5,945$282K0.12%+2713F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors5,921$281K0.04%+6213F-HRTimelineGroup
Level Financial Advisors5,775$274K0.09%new13F-HRTimeline
Csenge Advisory Group5,729$271K0.01%+37413F-HRTimeline
KFG WEALTH MANAGEMENT, LLC5,579$265K0.04%+913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,370$255K<0.01%new13F-HRTimelineGroup
Factor Wealth Management LTD5,320$252K0.07%013F-HRTimeline
HANOVER ADVISORS INC5,267$250K0.1%new13F-HRTimeline
BWM Planning, LLC5,061$240K0.08%-1,79213F-HRTimeline
SeaCrest Wealth Management, LLC4,986$236K0.03%013F-HRTimeline
Creative Capital Management Investments…4,421$210K0.07%-52513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,269$202K<0.01%new13F-HRTimelineGroup
Navigoe, LLC4,082$193K0.15%013F-HRTimeline
Medallion Wealth Advisors, LLC2,628$125K0.05%-14113F-HRTimeline
Geneos Wealth Management Inc.2,063$97.8K<0.01%-1,80713F-HRTimeline
Farther Finance Advisors, LLC2,062$97.8K<0.01%-1013F-HRTimeline
GPS Wealth Strategies Group, LLC2,000$94.9K0.01%-1,70513F-HRTimeline
SJS Investment Consulting Inc.1,940$92K0.01%+19613F-HRTimeline
Nemes Rush Group LLC1,460$69.2K0.01%+42013F-HRTimeline
Global Retirement Partners, LLC1,147$54.4K<0.01%13F-HRTimeline
City State Bank1,038$49.2K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC842$40K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC478$22.7K<0.01%+313F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC412$19.5K0.01%013F-HRTimeline
AdvisorNet Financial, Inc311$14.8K<0.01%+213F-HRTimeline
AE Wealth Management LLC138$6.54K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC114$5.4K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL76$3.6K<0.01%-613F-HRTimeline
Rossby Financial, LCC70$3.32K<0.01%-113F-HRTimeline
Capital Investment Advisory Services, L…48$2.28K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.