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Disclosery

DFNM DIMENSIONAL ETF TRUST

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NATL MUN BD ETF (fund)

231 managers (232 13F filers) reported a position in DFNM shares at 2024-12-31, 24,081,834 shares in all. 15 filers opened a position and 11 filers sold out during the quarter.

Managers
231
13F filers
232
New
15
Added
103
Reduced
54
Sold out
11
Shares held by filers
24,081,834

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Truepoint, Inc.2,700,098$129M3.45%+88,94813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,397,260$115M+683,986Timeline
Foster Group, Inc.1,144,068$54.7M2.08%-49,67113F-HRTimeline
GeoWealth Management, LLC1,006,570$48.1M1.57%+48,33913F-HRTimeline
Beaird Harris Wealth Management, LLC819,122$39.1M3.38%-34,03213F-HRTimeline
Rather & Kittrell, Inc.698,195$33.4M7.84%+66,02713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC697,218$33.3M0.15%-21,31113F-HRTimelineGroup
MBL Wealth, LLC696,946$33.3M3.34%+1,18813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC631,891$30.2M0.04%+30,07513F-HRTimeline
Sequoia Financial Advisors, LLC613,517$29.3M0.28%+55,78913F-HR/ATimeline
Austin Wealth Management, LLC601,424$28.7M5.96%+12,99513F-HRTimeline
Apella Capital, LLC552,649$26.4M1.01%+82,04613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…505,032$24.1M0.05%+16,07413F-HR/ATimeline
PBMares Wealth Management LLC417,058$19.9M4.07%+14,79513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC406,869$19.4M0.05%+126,33613F-HRTimelineGroup
RAM Investment Partners, LLC404,211$19.3M4.75%+34,21213F-HRTimeline
AWM CAPITAL, LLC398,444$19M2.33%-66,00013F-HRTimeline
Strathmore Capital Advisors, Inc.367,620$17.6M12.78%13F-HRTimeline
HighTower Advisors, LLC350,658$16.8M0.02%+114,23613F-HRTimeline
Yardley Wealth Management LLC308,855$14.8M7.18%+56,55013F-HRTimeline
Mattern Wealth Management LLC293,088$14M3.09%+10,96813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/275,960$13.2M<0.01%+70,20313F-HRTimelineGroup
LPL Financial LLC273,334$13.1M0.01%+18,78113F-HRTimeline
ASSET PLANNING CORPORATION254,957$12.2M7.63%+11,95613F-HRTimeline
Graves Light Lenhart Wealth, Inc.233,305$11.1M1.39%+12,26613F-HRTimeline
Integrated Wealth Concepts LLC199,593$9.53M0.11%+6,24013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.189,177$9.04M4.19%+5,63213F-HRTimeline
Resonant Capital Advisors, LLC188,028$8.98M0.66%+26,84913F-HRTimeline
Vested Financial Planning, LLC186,803$8.92M8.45%13F-HRTimeline
Vestment Financial LLC184,963$8.84M6.76%13F-HRTimeline
Compass Financial Group, Inc.183,667$8.77M4.2%-6,22313F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC177,417$8.48M0.12%-8,56413F-HRTimeline
West Financial Advisors, LLC173,115$8.27M1.59%-11,01913F-HRTimeline
David Wealth Management LLC166,489$7.95M6.57%13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC165,347$7.9M2.17%+7,80613F-HRTimeline
ENTREWEALTH, LLC140,593$6.83M6.3%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC116,435$5.56M<0.01%+5,96313F-HRTimelineGroup
VESTIA PERSONAL WEALTH ADVISORS115,991$5.54M4.56%+53,80113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP111,960$5.35M0.01%-18,20513F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC101,865$4.87M0.38%-9,30313F-HRTimeline
Porter White Investment Advisors, Inc.97,668$4.67M2.37%+1,51113F-HRTimeline
United Wealth Management, LLC96,271$4.6M1.55%13F-HRTimeline
Evanson Asset Management, LLC95,834$4.58M0.31%+7413F-HRTimeline
LEGACY FINANCIAL GROUP, INC.94,642$4.52M1.46%-5,06913F-HRTimeline
American Investment Services, Inc.92,574$4.42M0.78%+1,42213F-HR/ATimeline
Wescott Financial Advisory Group, LLC90,138$4.31M0.45%-56613F-HRTimeline
Core Wealth Management, Inc.89,948$4.3M1.68%+4,04913F-HRTimeline
Allworth Financial LP87,999$4.21M0.02%-7,23713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO85,235$4.07M<0.01%-5,56013F-HRTimelineGroup
RW Investment Management LLC82,292$3.93M0.48%-6,00413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …82,068$3.92M0.32%+7,59913F-HR/ATimeline
Vermillion Wealth Management, Inc.80,554$3.85M1.97%13F-HRTimeline
Verus Financial Partners, Inc.80,692$3.85M0.43%+1,27813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP77,979$3.73M<0.01%-22,90213F-HRTimelineGroup
Waverly Advisors, LLC77,384$3.7M0.06%+2,50413F-HRTimeline
Modera Wealth Management, LLC76,491$3.65M0.04%+1,72113F-HRTimeline
Tassel Capital Management, Inc.73,884$3.53M3.13%13F-HRTimeline
GEM Asset Management, LLC73,723$3.52M1.96%+59013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.69,922$3.34M0.01%+12,27113F-HR/ATimelineGroup
DiNuzzo Private Wealth, Inc.64,750$3.09M0.39%+11,91813F-HRTimeline
Timonier Family Office, LTD.62,065$2.96M1.52%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Aurelius Family Office LLC60,102$2.87M1.45%13F-HRTimeline
Financial Engines Advisors L.L.C.59,336$2.83M0.01%+29,66813F-HRTimeline
BCO Wealth Management LLC58,899$2.81M2.34%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\58,124$2.78M<0.01%013F-HRTimelineGroup
DOPKINS WEALTH MANAGEMENT, LLC57,559$2.75M1.4%+53,44713F-HRTimeline
FF Advisors,LLC55,935$2.69M1.85%-15,84013F-HRTimeline
Mills Wealth Advisors LLC55,371$2.65M1.5%-18,80413F-HRTimeline
PrairieView Partners, LLC53,240$2.54M0.27%+24,87113F-HRTimeline
Citrine Capital LLC51,671$2.47M1.82%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP49,477$2.36M<0.01%+2,48713F-HRTimelineGroup
Landmark Wealth Management, LLC47,837$2.29M1.01%+1,51313F-HRTimeline
Baker Avenue Asset Management, LP47,523$2.27M0.07%+5,25513F-HRTimeline
MATHER GROUP, LLC.46,462$2.22M0.03%-3,12013F-HRTimeline
North Ridge Wealth Advisors, Inc.46,454$2.22M1.54%-1,10313F-HRTimeline
Liberty Capital Management, Inc.45,661$2.18M0.48%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding45,291$2.16M+16,947Timeline
Verisail Partners, LLC43,335$2.07M0.97%13F-HRTimeline
SwitchPoint Financial Planning, LLC43,241$2.07M1.98%13F-HRTimeline
Private Advisor Group, LLC42,805$2.04M0.01%-27913F-HRTimeline
ELEVATE WEALTH ADVISORY, INC41,285$1.97M1.48%+77513F-HRTimeline
Wheelhouse Advisory Group LLC41,060$1.96M1.16%+26,42913F-HRTimeline
25 LLC40,741$1.95M0.82%+25,20213F-HRTimeline
Aspen Wealth Management LLC40,496$1.93M0.57%+1,33413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC40,159$1.92M0.02%+95813F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…39,710$1.9M0.25%-1,80613F-HRTimeline
Strategic Investment Solutions, Inc. /IL33,600$1.86M0.62%+4,50913F-HRTimeline
Hiley Hunt Wealth Management38,505$1.84M1.02%+6,43413F-HRTimeline
OneDigital Investment Advisors LLC38,279$1.83M0.02%-94913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC37,341$1.78M0.14%-14,98613F-HRTimeline
Shearwater Capital LLC36,983$1.77M1.2%+1,61213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC33,666$1.61M0.01%-7,27313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,457$1.6M<0.01%+9,82213F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…32,965$1.57M0.04%+1,65413F-HRTimelineGroup
Blume Capital Management, Inc.31,972$1.53M0.34%-14,20013F-HRTimeline
Integrity Wealth Solutions LLC31,945$1.53M0.85%-32113F-HRTimeline
QUARRY HILL ADVISORS, LLC30,935$1.48M0.99%+3,64213F-HRTimeline
CPA Asset Management Group, LLC30,383$1.45M0.67%+3,39713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA29,076$1.39M<0.01%+2,60313F-HRTimelineGroup
White Wing Wealth Management27,543$1.32M0.98%-1,50913F-HRTimeline
CogentBlue Wealth Advisors, LLC27,000$1.29M1.14%13F-HRTimeline
Physician Wealth Solutions Inc.25,896$1.24M0.62%013F-HRTimeline
MML INVESTORS SERVICES, LLC25,872$1.24M<0.01%-3,70913F-HRTimeline
Heritage Wealth Management, Inc. /CA/25,833$1.23M1.05%+3,97013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV25,554$1.22M<0.01%-7,45313F-HRTimeline
Oceanside Advisors LLC24,132$1.15M0.86%+70413F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC23,586$1.13M0.39%-30013F-HRTimeline
Safeguard Investment Advisory Group, LLC23,465$1.12M0.31%+55713F-HRTimeline
SCRATCH CAPITAL LLC23,117$1.1M1.35%13F-HRTimeline
One Degree Advisors Inc22,569$1.08M0.44%-6,16713F-HRTimeline
Investmark Advisory Group LLC22,084$1.05M0.52%+35613F-HRTimeline
Main Street Financial Solutions, LLC21,082$1.01M0.1%+27513F-HRTimeline
ROBERTS GLORE & CO INC /IL/20,600$984K0.29%013F-HRTimeline
WPWealth LLP19,517$932K0.19%-2,68513F-HRTimeline
Pure Financial Advisors, LLC18,184$869K0.02%-1,15313F-HRTimeline
Sterling Wealth Advisors Inc17,946$857K0.67%13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC17,053$815K0.17%+8,51113F-HRTimeline
Oak Wealth Advisors LLC16,703$798K0.61%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO16,600$793K0.01%-10,77513F-HRTimelineGroup
Five Oceans Advisors15,722$751K0.34%013F-HRTimeline
Disciplined Investments, LLC15,333$732K0.36%013F-HRTimeline
Rehmann Capital Advisory Group15,300$731K0.05%+4,55313F-HRTimeline
Brady Martz Wealth Solutions, LLC15,266$727K0.18%13F-HRTimeline
Note Advisors, LLC15,059$719K0.64%13F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC14,668$701K0.09%+1,42713F-HRTimeline
TABLEAUX LLC14,489$692K0.57%13F-HRTimeline
FLOW TRADERS U.S. LLC14,266$681K0.03%new13F-HRTimeline
Friday Financial14,159$676K0.47%13F-HRTimeline
Eldridge Investment Advisors, Inc.14,156$676K0.16%-1,94513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…13,779$658K<0.01%new13F-HRTimelineGroup
Parkworth Wealth Management, Inc.13,656$652K0.54%13F-HRTimeline
Wealthstream Advisors, Inc.12,647$604K0.11%+1,02313F-HRTimeline
Cambridge Investment Research Advisors,…12,351$590K<0.01%+54013F-HRTimeline
NorthCoast Asset Management LLC12,131$580K<0.01%+3,61913F-HR/ATimeline
Dynamic Advisor Solutions LLC11,942$570K0.02%+30113F-HRTimeline
Family Capital Management, Inc.11,901$569K0.34%+2,30913F-HRTimeline
Western Wealth Management, LLC11,800$564K0.04%-2,54113F-HR/ATimeline
Crews Bank & Trust11,585$553K0.09%13F-HRTimeline
SpringVest Wealth Management LLC11,374$543K0.47%13F-HRTimeline
Burton Enright Welch11,291$539K0.11%-44913F-HRTimeline
Grunden Financial Advisory, Inc.10,850$518K0.25%+10013F-HRTimeline
CVA Family Office, LLC10,785$515K0.08%+67013F-HRTimeline
Aptus Capital Advisors, LLC10,770$514K0.01%-11,58713F-HRTimeline
Creative Planningin group Creative Planning10,746$513K<0.01%+5,10013F-HRTimelineGroup
Simplicity Wealth,LLC10,709$512K0.11%+3,39113F-HRTimeline
WMS Partners, LLC10,505$502K0.03%013F-HRTimeline
CLARIS ADVISORS, LLC / MO /10,404$497K0.19%+5,54013F-HRTimeline
NewEdge Advisors, LLC10,324$493K<0.01%+2,01813F-HRTimeline
Jentner Corp10,308$492K0.14%+5,43813F-HRTimeline
DecisionPoint Financial, LLC10,098$482K0.15%013F-HRTimeline
Warburton Capital Management, LLC9,871$471K0.35%13F-HRTimeline
Betterment LLC9,667$462K<0.01%+63213F-HRTimeline
Beta Wealth Group, Inc.9,589$458K0.2%+49313F-HRTimeline
Burk Holdings LLC9,584$458K0.37%13F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC9,514$453K0.15%+8813F-HRTimeline
Martin Worley Group9,481$453K0.28%13F-HRTimeline
WEALTHSPAN PARTNERS, LLC9,287$444K0.21%013F-HRTimeline
LJI Wealth Management, LLC9,131$436K0.09%+30013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,022$431K<0.01%-1,49913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,835$422K<0.01%-2,09913F-HR/ATimelineGroup
Beckerman Institutional, LLC8,811$421K0.34%+1,74713F-HRTimeline
RCS Financial Planning, LLC8,768$419K0.22%+11713F-HRTimeline
XY Planning Network, Inc.8,615$412K0.31%13F-HRTimeline
Copperleaf Capital, LLC8,550$408K0.26%+1,02213F-HRTimeline
Glass Jacobson Investment Advisors llc8,541$408K0.13%+57413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Triune Financial Partners, LLC8,391$401K0.13%-2,89713F-HRTimeline
J.W. COLE ADVISORS, INC.8,300$396K0.02%+24013F-HRTimeline
Pacific Asset Management, LLC8,059$385K0.36%13F-HRTimeline
McIlrath & Eck, LLC7,686$367K0.05%-1,78313F-HRTimeline
FINANCIAL COUNSELORS INC7,622$364K0.01%new13F-HRTimeline
ASPIRIANT, LLC7,486$358K0.01%013F-HRTimeline
BWM Planning, LLC7,390$353K0.15%+71713F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC6,876$328K0.16%-6413F-HRTimeline
ArborFi Advisors, LLC6,847$327K0.33%13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…6,839$327K0.13%+16613F-HRTimeline
GTS SECURITIES LLC6,821$326K0.02%new13F-HRTimeline
Envision Financial Planning, LLC6,642$317K0.16%+68813F-HRTimeline
IFG Advisory, LLC6,632$317K0.02%new13F-HRTimeline
Acorn Wealth Advisors, LLC6,545$313K0.13%013F-HRTimeline
Bleakley Financial Group, LLC6,521$312K0.01%-4,21913F-HRTimeline
TWO SIGMA SECURITIES, LLC6,327$302K0.05%new13F-HRTimeline
Meredith Wealth Planning6,240$298K0.13%+5713F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,117$292K0.01%+5713F-HRTimelineGroup
Vantage Point Financial LLC5,941$284K0.15%13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors5,913$282K0.04%+113F-HRTimelineGroup
Sterling Wealth Management, Inc.5,870$280K0.1%+1413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,824$278K<0.01%-3513F-HRTimelineGroup
McCarthy & Cox5,654$270K0.09%-3,11213F-HRTimeline
KFG WEALTH MANAGEMENT, LLC5,570$266K0.05%013F-HRTimeline
Sigma Planning Corp5,565$266K0.01%+35713F-HRTimeline
KEB ASSET MANAGEMENT, LLC5,501$263K0.08%new13F-HRTimeline
COMERICA BANK5,414$259K<0.01%013F-HR/ATimeline
Alpha Financial Advisors, LLC5,400$258K0.12%+1,20013F-HRTimeline
Csenge Advisory Group5,393$258K0.01%-913F-HRTimeline
Factor Wealth Management LTD5,320$254K0.08%13F-HRTimeline
Seaside Wealth Management, Inc.5,209$249K0.09%+4813F-HRTimeline
Life Planning Partners, Inc5,200$248K0.23%new13F-HR/ATimeline
Breakwater Capital Group5,197$248K0.05%+51913F-HRTimeline
Diversified Portfolios, Inc.5,073$242K0.03%-62013F-HRTimeline
Clear Creek Financial Management, LLC5,056$242K0.03%013F-HRTimeline