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Disclosery

DFNM DIMENSIONAL ETF TRUST

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NATL MUN BD ETF (fund)

245 managers (247 13F filers) reported a position in DFNM shares at 2025-09-30, 29,187,660 shares in all. 21 filers opened a position and 12 filers sold out during the quarter.

Managers
245
13F filers
247
New
21
Added
136
Reduced
62
Sold out
12
Shares held by filers
29,187,660

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Aptus Capital Advisors, LLC7,926$380K<0.01%+42213F-HRTimeline
IFG Advisory, LLC7,371$354K0.02%-5213F-HRTimeline
Strategic Investment Solutions, Inc. /IL7,164$344K0.09%-3,74513F-HRTimeline
Oceanside Advisors LLC7,094$340K0.21%+47213F-HRTimeline
Midwest Trust Co6,946$333K<0.01%-31813F-HRTimeline
GM Advisory Group, LLC6,940$333K0.01%new13F-HRTimeline
Vantage Point Financial LLC6,918$332K0.13%+97313F-HRTimeline
TFB Advisors LLC6,749$325K0.09%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,243$300K0.01%+4613F-HRTimelineGroup
Pinnacle Financial Group, LLC / IL6,230$299K0.09%new13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…6,141$295K0.1%013F-HRTimeline
Seaside Wealth Management, Inc.5,859$281K0.08%-39313F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors5,831$280K0.04%-9013F-HRTimelineGroup
Level Financial Advisors5,775$277K0.08%013F-HRTimeline
Envision Financial Planning, LLC5,754$276K0.12%-77213F-HRTimeline
Creative Capital Management Investments…5,732$275K0.09%+1,31113F-HRTimeline
Csenge Advisory Group5,697$273K0.01%-3213F-HRTimeline
TABLEAUX LLC5,636$270K0.11%-5,30813F-HRTimeline
KFG WEALTH MANAGEMENT, LLC5,606$269K0.04%+2713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,544$266K0.02%new13F-HR/ATimeline
Factor Wealth Management LTD5,320$255K0.06%013F-HRTimeline
HANOVER ADVISORS INC5,267$253K0.1%013F-HRTimeline
Oak Wealth Advisors LLC4,959$238K0.14%-16,05213F-HRTimeline
Navigoe, LLC4,082$195K0.12%013F-HRTimeline
McIlrath & Eck, LLC3,971$191K0.02%-3,71513F-HRTimeline
Smartleaf Asset Management LLC3,804$182K0.01%+3,69013F-HRTimeline
Advisory Services Network, LLC3,041$146K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,474$119K<0.01%-5,09913F-HRTimelineGroup
Medallion Wealth Advisors, LLC2,420$116K0.04%-20813F-HRTimeline
CWM, LLCin group CWM, LLC2,052$98K<0.01%+1,21013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC2,000$96K0.01%013F-HRTimeline
Nemes Rush Group LLC1,631$78.3K0.01%+17113F-HRTimeline
Global Retirement Partners, LLC1,076$51.6K<0.01%-7113F-HRTimeline
City State Bank1,038$49.8K0.01%013F-HRTimeline
MAI Capital Management745$35.7K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.690$33.1K<0.01%-1,25013F-HRTimeline
Parallel Advisors, LLC470$22.6K<0.01%-813F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC412$19.8K0.01%013F-HRTimeline
AdvisorNet Financial, Inc313$15K<0.01%+213F-HRTimeline
AE Wealth Management LLC138$6.62K<0.01%013F-HRTimeline
Elequin Capital, LP100$4.8K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL90$4.32K<0.01%+1413F-HRTimeline
Rossby Financial, LCC70$3.36K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…46$2.21K<0.01%-213F-HRTimeline
HHM Wealth Advisors, LLC12$576<0.01%new13F-HRTimeline