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Disclosery

DFNM DIMENSIONAL ETF TRUST

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NATL MUN BD ETF (fund)

273 managers (275 13F filers) reported a position in DFNM shares at 2025-12-31, 33,739,005 shares in all. 20 filers opened a position and 12 filers sold out during the quarter.

Managers
273
13F filers
275
New
20
Added
148
Reduced
55
Sold out
12
Shares held by filers
33,739,005

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
EXENCIAL WEALTH ADVISORS, LLC10,685$515K0.02%013F-HRTimeline
Burton Enright Welch10,670$514K0.07%+3913F-HRTimeline
LJI Wealth Management, LLC10,600$511K0.08%new13F-HRTimeline
Merited Wealth, LLC10,478$505K0.47%13F-HRTimeline
Anson Capital, Inc.10,459$504K0.37%+2,52413F-HRTimeline
Life Planning Partners, Inc10,070$485K0.37%-5413F-HRTimeline
Glass Jacobson Investment Advisors llc10,057$484K0.17%+9213F-HRTimeline
Meridian Wealth Management, LLC10,035$483K0.02%-48613F-HRTimeline
Eldridge Investment Advisors, Inc.10,027$483K0.11%-3513F-HRTimeline
Five Oceans Advisors9,620$463K0.16%013F-HRTimeline
RCS Financial Planning, LLC9,543$460K0.2%+31913F-HRTimeline
Rehmann Capital Advisory Group9,384$452K0.02%-5,28713F-HRTimeline
DecisionPoint Financial, LLC9,344$450K0.1%013F-HRTimeline
Beta Wealth Group, Inc.9,242$445K0.18%+17413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,215$444K0.02%013F-HRTimelineGroup
Burk Holdings LLC9,086$438K0.21%+69513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,024$435K<0.01%new13F-HRTimelineGroup
Beckerman Institutional, LLC8,866$427K0.24%-2113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,788$423K<0.01%-113F-HR/ATimelineGroup
Legacy Capital Wealth Partners, LLC8,586$414K0.09%+1713F-HRTimeline
Kaufman Rossin Wealth, LLC7,947$383K0.2%new13F-HRTimeline
Aptus Capital Advisors, LLC7,873$379K<0.01%-5313F-HRTimeline
Oceanside Advisors LLC7,832$377K0.23%+73813F-HRTimeline
Ponta Wealth Partners, LLC7,827$377K0.35%13F-HRTimeline
Entelevest, LLC7,397$356K0.37%13F-HRTimeline
Aerodigm Wealth, LLC7,387$356K0.14%new13F-HR/ATimeline
Inspire Advisors, LLCin group Inspire Investing, LLC7,201$347K0.03%new13F-HRTimelineGroup
Vantage Point Financial LLC7,135$344K0.12%+21713F-HRTimeline
IFG Advisory, LLC6,984$336K0.01%-38713F-HRTimeline
Strategic Investment Solutions, Inc. /IL6,980$336K0.08%-18413F-HRTimeline
Midwest Trust Co6,882$332K<0.01%-6413F-HRTimeline
TFB Advisors LLC6,714$323K0.09%-3513F-HRTimeline
Acorn Wealth Advisors, LLC6,304$304K0.09%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,266$302K<0.01%-31,68613F-HRTimelineGroup
Creative Capital Management Investments…6,251$301K0.09%+51913F-HRTimeline
Pinnacle Financial Group, LLC / IL6,230$300K0.09%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors6,152$296K0.04%+32113F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…6,141$296K0.11%013F-HRTimeline
Creative Planningin group Creative Planning5,920$285K<0.01%-4,59013F-HRTimelineGroup
Seaside Wealth Management, Inc.5,914$285K0.08%+5513F-HRTimeline
Investment Advisory Group, LLC5,875$283K0.07%new13F-HRTimeline
Envision Financial Planning, LLC5,826$281K0.11%+7213F-HRTimeline
Level Financial Advisors5,775$278K0.07%013F-HRTimeline
McIlrath & Eck, LLC5,754$277K0.03%+1,78313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,723$276K0.02%+17913F-HR/ATimeline
Csenge Advisory Group5,606$270K0.01%-9113F-HRTimeline
KFG WEALTH MANAGEMENT, LLC5,426$261K0.03%-18013F-HRTimeline
Squire Investment Management Company, L…5,344$257K0.08%new13F-HRTimeline
Factor Wealth Management LTD5,320$256K0.06%013F-HRTimeline
HANOVER ADVISORS INC5,267$254K0.1%013F-HRTimeline
Navigoe, LLC4,082$196K0.12%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,307$159K<0.01%-2,93613F-HRTimelineGroup
Operose Advisors LLC3,209$155K0.04%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,419$117K<0.01%-5513F-HR/ATimelineGroup
BLUELINE ADVISORS LLC2,362$114K0.09%13F-HRTimeline
Medallion Wealth Advisors, LLC2,283$110K0.04%-13713F-HRTimeline
Nemes Rush Group LLC1,647$79.3K0.01%+1613F-HRTimeline
Global Retirement Partners, LLC1,215$58.5K<0.01%+13913F-HRTimeline
CWM, LLCin group CWM, LLC1,210$58K<0.01%-84213F-HRTimelineGroup
City State Bank1,038$50K0.01%013F-HRTimeline
SJS Investment Consulting Inc.690$33.2K<0.01%013F-HRTimeline
Parallel Advisors, LLC475$22.9K<0.01%+513F-HRTimeline
RHL GROUP, LLC474$22.8K0.02%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC412$19.8K0.01%013F-HRTimeline
AdvisorNet Financial, Inc316$15.2K<0.01%+313F-HRTimeline
Tradewinds Capital Management, LLC313$15.1K<0.01%new13F-HRTimeline
AE Wealth Management LLC138$6.65K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL131$6.31K<0.01%+4113F-HRTimeline
Larson Financial Group LLC125$6.02K<0.01%new13F-HRTimeline
Rossby Financial, LCC70$3.37K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…46$2.22K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG21$1.01K<0.01%new13F-HRTimelineGroup
HHM Wealth Advisors, LLC12$579<0.01%013F-HRTimeline