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Disclosery

DFNM DIMENSIONAL ETF TRUST

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NATL MUN BD ETF (fund)

275 managers (277 13F filers) reported a position in DFNM shares at 2026-03-31, 36,729,038 shares in all. 24 filers opened a position and 16 filers sold out during the quarter.

Managers
275
13F filers
277
New
24
Added
161
Reduced
56
Sold out
16
Shares held by filers
36,729,038

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Life Planning Partners, Inc10,070$483K0.37%013F-HRTimeline
Meridian Wealth Management, LLC10,035$481K0.02%013F-HRTimeline
Eldridge Investment Advisors, Inc.9,895$474K0.1%-13213F-HRTimeline
TABLEAUX LLC9,856$472K0.23%new13F-HRTimeline
Five Oceans Advisors9,620$461K0.17%013F-HRTimeline
Beckerman Institutional, LLC9,505$456K0.24%+63913F-HRTimeline
White Wing Wealth Management9,428$452K0.27%-2,77413F-HRTimeline
DecisionPoint Financial, LLC9,344$448K0.1%013F-HRTimeline
Beta Wealth Group, Inc.9,313$446K0.18%+7113F-HRTimeline
Burk Holdings LLC9,253$443K0.19%+16713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,215$442K0.01%013F-HR/ATimelineGroup
Acorn Wealth Advisors, LLC8,904$427K0.12%+2,60013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,733$419K<0.01%-5513F-HRTimelineGroup
Vantage Point Financial LLC8,619$413K0.15%+1,48413F-HRTimeline
Foundations Investment Advisors, LLC8,577$411K0.01%-3,20913F-HRTimeline
CHOREO, LLC8,364$401K<0.01%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC8,320$399K0.08%-26613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,213$394K<0.01%+5,79413F-HRTimelineGroup
Aptus Capital Advisors, LLC8,186$392K<0.01%+31313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,078$387K<0.01%-3,51313F-HRTimelineGroup
Rehmann Capital Advisory Group8,021$384K0.02%-1,36313F-HRTimeline
Merit Financial Group, LLC7,673$368K<0.01%new13F-HRTimeline
Oceanside Advisors LLC7,666$367K0.21%-16613F-HRTimeline
Savvy Advisors, Inc.7,487$359K0.01%new13F-HRTimeline
Avestar Capital, LLC7,469$358K0.02%new13F-HRTimeline
Oath Planning, LLC7,316$351K0.31%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC7,243$347K0.03%+4213F-HRTimelineGroup
Creative Capital Management Investments…7,207$345K0.1%+95613F-HRTimeline
Kaufman Rossin Wealth, LLC7,065$339K0.19%-88213F-HRTimeline
Strategic Investment Solutions, Inc. /IL6,936$332K0.08%-4413F-HRTimeline
Midwest Trust Co6,882$330K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…6,857$329K0.02%new13F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors6,457$309K0.04%+30513F-HRTimelineGroup
Pinnacle Financial Group, LLC / IL6,230$299K0.08%013F-HRTimeline
Squire Investment Management Company, L…6,219$298K0.08%+87513F-HRTimeline
Investment Advisory Group, LLC6,197$297K0.08%+32213F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…6,141$294K0.1%013F-HRTimeline
Argent Trust Co6,000$288K0.01%new13F-HRTimeline
Seaside Wealth Management, Inc.5,949$285K0.08%+3513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,905$283K0.02%+18213F-HRTimeline
Envision Financial Planning, LLC5,884$282K0.1%+5813F-HRTimeline
Level Financial Advisors5,775$277K0.07%013F-HRTimeline
McIlrath & Eck, LLC5,754$276K0.02%013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC5,447$261K0.03%+2113F-HRTimeline
Vistica Wealth Advisors, LLC5,435$260K0.26%new13F-HRTimeline
Factor Wealth Management LTD5,320$255K0.05%013F-HRTimeline
Csenge Advisory Group5,311$255K0.01%-29513F-HRTimeline
HANOVER ADVISORS INC5,267$252K0.1%013F-HRTimeline
Arkadios Wealth Advisors5,218$250K<0.01%new13F-HRTimeline
Quantinno Capital Management LP5,137$246K<0.01%new13F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC5,126$246K0.03%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\4,566$219K<0.01%-1,70013F-HRTimelineGroup
Navigoe, LLC4,309$206K0.12%+22713F-HRTimeline
Advisory Services Network, LLC3,442$165K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,326$159K<0.01%+1913F-HRTimelineGroup
Operose Advisors LLC3,227$155K0.04%+1813F-HRTimeline
BLUELINE ADVISORS LLC3,140$151K0.12%+77813F-HRTimeline
Medallion Wealth Advisors, LLC2,503$120K0.04%+22013F-HRTimeline
UMB Bank, n.a.2,191$105K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HARBOUR INVESTMENTS, INC.1,841$88.2K<0.01%new13F-HRTimeline
Nemes Rush Group LLC1,656$79.4K0.01%+913F-HRTimeline
CWM, LLCin group CWM, LLC1,354$64.9K<0.01%+14413F-HRTimelineGroup
City State Bank1,038$49.8K0.01%013F-HRTimeline
Rossby Financial, LCC716$34.4K0.01%+64613F-HRTimeline
SJS Investment Consulting Inc.710$34K<0.01%+2013F-HRTimeline
Parallel Advisors, LLC477$22.9K<0.01%+213F-HR/ATimeline
MPWM ADVISORY SOLUTIONS, LLC412$19.7K0.01%013F-HRTimeline
AdvisorNet Financial, Inc318$15.2K<0.01%+213F-HRTimeline
Tradewinds Capital Management, LLC315$15.1K<0.01%+213F-HRTimeline
RHL GROUP, LLC258$12.4K0.01%-21613F-HRTimeline
Larson Financial Group LLC125$5.99K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…98$4.7K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…46$2.21K<0.01%013F-HRTimeline
AE Wealth Management LLC24$1.15K<0.01%-11413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$5<0.01%new13F-HR/ATimelineGroupAmount filed as zero, left out of ratios.