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Disclosery

DFNM DIMENSIONAL ETF TRUST

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NATL MUN BD ETF (fund)

238 managers (240 13F filers) reported a position in DFNM shares at 2025-03-31, 25,409,016 shares in all. 20 filers opened a position and 14 filers sold out during the quarter.

Managers
238
13F filers
240
New
20
Added
100
Reduced
81
Sold out
14
Shares held by filers
25,409,016

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Focus Partners Wealthgroup of 2 filers holding2,769,684$132M+372,424Timeline
Truepoint, Inc.2,735,267$130M3.53%+35,16913F-HRTimeline
Foster Group, Inc.1,104,373$52.5M1.97%-39,69513F-HRTimeline
GeoWealth Management, LLC879,000$41.8M1.68%-127,57013F-HRTimeline
Beaird Harris Wealth Management, LLC803,070$38.2M3.25%-16,05213F-HRTimeline
Rather & Kittrell, Inc.767,756$36.5M7.92%+69,56113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC748,499$35.6M0.15%+51,28113F-HRTimelineGroup
Sequoia Financial Advisors, LLC744,689$35.4M0.27%+131,17213F-HRTimeline
MBL Wealth, LLC693,911$33M3.34%-3,03513F-HRTimeline
Austin Wealth Management, LLC642,423$30.2M6.06%+40,99913F-HRTimeline
Apella Capital, LLC643,483$30.2M1.04%+90,83413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC585,114$27.8M0.04%-46,77713F-HRTimeline
HighTower Advisors, LLC549,979$26.2M0.04%+199,32113F-HRTimeline
PBMares Wealth Management LLC489,037$23.3M4.66%+71,97913F-HRTimeline
RAM Investment Partners, LLC426,342$20.3M5.01%+22,13113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…420,114$20M0.04%-84,91813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC403,652$19.2M0.05%-3,21713F-HRTimelineGroup
HFM Investment Advisors, LLC364,661$17.3M8.41%13F-HRTimeline
AWM CAPITAL, LLC343,689$16.3M1.91%-54,75513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/316,453$15.1M<0.01%+40,49313F-HRTimelineGroup
Mattern Wealth Management LLC315,341$15M3.32%+22,25313F-HRTimeline
LPL Financial LLC301,351$14.3M0.01%+28,01713F-HRTimeline
Yardley Wealth Management LLC297,286$14.1M8.33%-11,56913F-HRTimeline
ASSET PLANNING CORPORATION272,813$13M7.65%+17,85613F-HRTimeline
Graves Light Lenhart Wealth, Inc.251,198$11.9M1.47%+17,89313F-HRTimeline
Resonant Capital Advisors, LLC236,140$11.2M0.78%+48,11213F-HRTimeline
Vestment Financial LLC204,585$9.75M7%+19,62213F-HRTimeline
Integrated Wealth Concepts LLC196,429$9.34M0.11%-3,16413F-HRTimeline
West Financial Advisors, LLC183,677$8.74M1.66%+10,56213F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.182,970$8.7M3.84%-6,20713F-HRTimeline
Vested Financial Planning, LLC182,823$8.7M8.69%-3,98013F-HRTimeline
Compass Financial Group, Inc.178,003$8.47M4.35%-5,66413F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC173,223$8.24M0.12%-4,19413F-HRTimeline
David Wealth Management LLC173,079$8.23M6.89%+6,59013F-HRTimeline
ENTREWEALTH, LLC159,113$7.57M5.82%+18,52013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC154,367$7.34M1.98%-10,98013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.131,175$6.24M0.01%+61,25313F-HRTimelineGroup
VESTIA PERSONAL WEALTH ADVISORS121,413$5.78M4.57%+5,42213F-HRTimeline
Core Wealth Management, Inc.117,759$5.6M2.15%+27,81113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC117,388$5.58M<0.01%+95313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP110,262$5.25M0.01%-1,69813F-HRTimelineGroup
Citrine Capital LLC106,763$5.08M3.18%+55,09213F-HRTimeline
United Wealth Management, LLC99,714$4.74M1.49%+3,44313F-HRTimeline
Porter White Investment Advisors, Inc.99,081$4.71M2.33%+1,41313F-HRTimeline
Wheelhouse Advisory Group LLC95,639$4.55M2.6%+54,57913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO92,977$4.42M<0.01%+7,74213F-HRTimelineGroup
LEGACY FINANCIAL GROUP, INC.92,937$4.42M1.42%-1,70513F-HRTimeline
American Investment Services, Inc.89,542$4.26M0.75%-3,03213F-HRTimeline
Evanson Asset Management, LLC84,812$4.03M0.29%-11,02213F-HRTimeline
Verus Financial Partners, Inc.84,788$3.99M0.45%+4,09613F-HRTimeline
RW Investment Management LLC82,238$3.91M0.48%-5413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP81,265$3.87M<0.01%+3,28613F-HRTimelineGroup
Wescott Financial Advisory Group, LLC79,701$3.79M0.39%-10,43713F-HRTimeline
SAX WEALTH ADVISORS, LLC77,558$3.69M0.26%-24,30713F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC77,377$3.68M1.87%+19,81813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …76,203$3.63M0.29%-5,86513F-HRTimeline
Waverly Advisors, LLC74,791$3.56M0.04%-2,59313F-HRTimeline
Modera Wealth Management, LLC74,778$3.56M0.05%-1,71313F-HRTimeline
Allworth Financial LP73,211$3.44M0.02%-14,78813F-HRTimeline
PrairieView Partners, LLC72,279$3.44M0.36%+19,03913F-HRTimeline
GEM Asset Management, LLC71,883$3.43M1.92%-1,84013F-HRTimeline
DiNuzzo Private Wealth, Inc.71,350$3.39M0.43%+6,60013F-HRTimeline
Financial Engines Advisors L.L.C.70,058$3.33M0.01%+10,72213F-HRTimeline
Vermillion Wealth Management, Inc.69,791$3.32M0.97%-10,76313F-HRTimeline
BCO Wealth Management LLC67,705$3.22M2.53%+8,80613F-HRTimeline
Aurelius Family Office LLC63,846$3.04M1.54%+3,74413F-HRTimeline
Plancorp, LLC63,487$3.02M0.12%new13F-HRTimeline
Timonier Family Office, LTD.61,420$2.92M1.29%-64513F-HRTimeline
Tassel Capital Management, Inc.60,263$2.87M2.51%-13,62113F-HRTimeline
Baker Avenue Asset Management, LP56,482$2.69M0.08%+8,95913F-HRTimeline
FF Advisors,LLC55,952$2.65M1.52%+1713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding54,791$2.61M+9,500Timeline
North Ridge Wealth Advisors, Inc.52,703$2.51M1.67%+6,24913F-HRTimeline
Hartmann Taylor Wealth Management, LLC51,450$2.45M2.19%13F-HRTimeline
Mills Wealth Advisors LLC51,169$2.43M1.29%-4,20213F-HRTimeline
Landmark Wealth Management, LLC51,064$2.43M1.07%+3,22713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP50,438$2.4M<0.01%+96113F-HRTimelineGroup
MATHER GROUP, LLC.50,109$2.38M0.03%+3,64713F-HRTimeline
Aspen Wealth Management LLC46,034$2.19M0.62%+5,53813F-HRTimeline
Liberty Capital Management, Inc.45,661$2.17M0.48%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC44,323$2.11M<0.01%+10,86613F-HR/ATimelineGroup
Verisail Partners, LLC43,745$2.08M0.96%+41013F-HRTimeline
Private Advisor Group, LLC42,127$2M0.01%-67813F-HRTimeline
Patriot Financial Group Insurance Agenc…41,372$1.97M0.26%+1,66213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC40,299$1.92M0.02%+14013F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC40,034$1.9M0.43%+24,76813F-HRTimeline
25 LLC39,248$1.87M0.77%-1,49313F-HRTimeline
Shearwater Capital LLC38,975$1.85M1.3%+1,99213F-HR/ATimeline
SwitchPoint Financial Planning, LLC38,320$1.82M1.73%-4,92113F-HRTimeline
Hiley Hunt Wealth Management37,908$1.81M0.99%-59713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\37,952$1.81M<0.01%-20,17213F-HRTimelineGroup
OneDigital Investment Advisors LLC37,138$1.77M0.02%-1,14113F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC36,726$1.75M0.14%-61513F-HRTimeline
QUARRY HILL ADVISORS, LLC36,156$1.72M1.12%+5,22113F-HRTimeline
ELEVATE WEALTH ADVISORY, INC34,490$1.64M1.16%-6,79513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…33,309$1.58M0.03%+34413F-HRTimelineGroup
Elequin Capital, LP33,207$1.58M0.3%new13F-HRTimeline
CogentBlue Wealth Advisors, LLC31,692$1.51M1.32%+4,69213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA30,965$1.47M<0.01%+1,88913F-HR/ATimelineGroup
CPA Asset Management Group, LLC30,539$1.45M0.64%+15613F-HRTimeline
Family Capital Management, Inc.30,375$1.44M0.89%+18,47413F-HRTimeline
Strategic Investment Solutions, Inc. /IL28,711$1.37M0.4%-4,88913F-HRTimeline
Heritage Wealth Management, Inc. /CA/27,868$1.33M1.13%+2,03513F-HRTimeline
Blume Capital Management, Inc.27,152$1.29M0.29%-4,82013F-HRTimeline
NewEdge Advisors, LLC26,937$1.28M0.01%+16,61313F-HRTimeline
Integrity Wealth Solutions LLC26,028$1.24M0.67%-5,91713F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC25,764$1.23M0.24%+8,71113F-HRTimeline
Physician Wealth Solutions Inc.25,538$1.21M0.61%-35813F-HRTimeline
SCRATCH CAPITAL LLC24,519$1.17M1.2%+1,40213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV23,437$1.11M<0.01%-2,11713F-HRTimeline
HB Wealth Management, LLC22,994$1.09M0.01%new13F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC22,818$1.07M0.14%+8,15013F-HRTimeline
One Degree Advisors Inc22,395$1.06M0.44%-17413F-HRTimeline
Investmark Advisory Group LLC22,084$1.05M0.52%013F-HRTimeline
White Wing Wealth Management22,084$1.04M0.81%-5,45913F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC21,189$1.01M0.34%-2,39713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC20,646$982K0.01%-13,02013F-HR/ATimelineGroup
ROBERTS GLORE & CO INC /IL/20,600$980K0.3%013F-HRTimeline
Main Street Financial Solutions, LLC20,138$958K0.08%-94413F-HRTimeline
Pure Financial Advisors, LLC19,273$917K0.02%+1,08913F-HRTimeline
WPWealth LLP19,085$908K0.18%-43213F-HRTimeline
Safeguard Investment Advisory Group, LLC19,026$905K0.25%-4,43913F-HRTimeline
Note Advisors, LLC18,957$902K0.74%+3,89813F-HRTimeline
New Dimensions Wealth Management, LLC18,160$864K0.86%13F-HRTimeline
One Capital Management, LLC17,935$853K0.03%new13F-HRTimeline
Sterling Wealth Advisors Inc17,522$834K0.64%-42413F-HRTimeline
Oak Wealth Advisors LLC17,239$820K0.61%+53613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO16,600$790K0.01%013F-HRTimelineGroup
Disciplined Investments, LLC15,333$729K0.33%013F-HRTimeline
Rehmann Capital Advisory Group15,300$728K0.05%013F-HRTimeline
Parkworth Wealth Management, Inc.15,258$726K0.58%+1,60213F-HRTimeline
JDH Wealth Management, LLC14,523$691K0.59%+10,18913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,367$683K0.02%new13F-HRTimelineGroup
Friday Financial14,159$675K0.4%013F-HRTimeline
NorthCoast Asset Management LLC12,935$615K<0.01%+80413F-HR/ATimeline
TABLEAUX LLC12,772$608K0.44%-1,71713F-HRTimeline
Wealthstream Advisors, Inc.12,647$602K0.11%013F-HRTimeline
Cambridge Investment Research Advisors,…12,295$585K<0.01%-5613F-HRTimeline
Crews Bank & Trust12,210$581K0.1%+62513F-HRTimeline
Eldridge Investment Advisors, Inc.12,102$576K0.13%-2,05413F-HRTimeline
Dynamic Advisor Solutions LLC11,953$569K0.02%+1113F-HRTimeline
Betterment LLC11,700$557K<0.01%+2,03313F-HRTimeline
MML INVESTORS SERVICES, LLC11,612$552K<0.01%-14,26013F-HRTimeline
SpringVest Wealth Management LLC11,374$541K0.45%013F-HRTimeline
Burton Enright Welch11,291$537K0.11%013F-HRTimeline
Iowa State Bank11,271$536K0.11%new13F-HRTimeline
Western Wealth Management, LLC11,265$536K0.04%-53513F-HRTimeline
Creative Planningin group Creative Planning10,986$523K<0.01%+24013F-HRTimelineGroup
Grunden Financial Advisory, Inc.10,912$519K0.25%+6213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners10,860$517K0.08%new13F-HRTimelineGroup
CVA Family Office, LLC10,785$513K0.08%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC10,526$501K0.02%new13F-HRTimeline
Jacobi Capital Management LLC10,478$498K0.04%new13F-HRTimeline
XY Planning Network, Inc.10,130$482K0.32%+1,51513F-HRTimeline
DecisionPoint Financial, LLC10,098$480K0.14%013F-HRTimeline
Five Oceans Advisors9,620$458K0.22%-6,10213F-HRTimeline
Warburton Capital Management, LLC9,610$457K0.33%-26113F-HRTimeline
Martin Worley Group9,580$456K0.26%+9913F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC9,514$453K0.15%013F-HRTimeline
McIlrath & Eck, LLC9,469$450K0.06%+1,78313F-HRTimeline
Burk Holdings LLC9,129$434K0.33%-45513F-HRTimeline
ArborFi Advisors, LLC9,028$429K0.43%+2,18113F-HRTimeline
Beta Wealth Group, Inc.8,968$427K0.15%-62113F-HRTimeline
CLARIS ADVISORS, LLC / MO /8,852$421K0.16%-1,55213F-HRTimeline
Beckerman Institutional, LLC8,856$421K0.3%+4513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,836$420K<0.01%+113F-HRTimelineGroup
LJI Wealth Management, LLC8,831$420K0.08%-30013F-HRTimeline
Pacific Asset Management, LLC8,764$417K0.37%+70513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,598$409K<0.01%-42413F-HRTimeline
Glass Jacobson Investment Advisors llc8,541$408K0.13%013F-HRTimeline
Copperleaf Capital, LLC8,462$403K0.24%-8813F-HRTimeline
Physician Wealth Advisors, Inc.8,444$402K0.07%+3,99513F-HRTimeline
Triune Financial Partners, LLC8,439$401K0.13%+4813F-HRTimeline
Binnacle Investments Inc8,430$401K0.29%13F-HRTimeline
Jentner Corp8,123$386K0.12%-2,18513F-HRTimeline
RCS Financial Planning, LLC7,899$376K0.2%-86913F-HRTimeline
COMERICA BANK7,711$367K<0.01%+2,29713F-HRTimeline
Beacon Pointe Advisors, LLC7,642$364K<0.01%new13F-HRTimeline
ASPIRIANT, LLC7,486$356K0.01%013F-HRTimeline
FINANCIAL COUNSELORS INC7,439$354K0.01%-18313F-HRTimeline
IFG Advisory, LLC7,315$348K0.02%+68313F-HRTimeline
BWM Planning, LLC6,853$326K0.14%-53713F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC6,842$325K0.16%-3413F-HRTimeline
Aptus Capital Advisors, LLC6,819$324K<0.01%-3,95113F-HRTimeline
Envision Financial Planning, LLC6,637$316K0.16%-513F-HRTimeline
Acorn Wealth Advisors, LLC6,545$311K0.13%013F-HRTimeline
Oceanside Advisors LLC6,495$309K0.22%-17,63713F-HRTimeline
Meredith Wealth Planning6,490$309K0.14%+25013F-HRTimeline
KEB ASSET MANAGEMENT, LLC6,465$308K0.09%+96413F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…6,377$307K0.12%-46213F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,152$293K0.01%+3513F-HRTimelineGroup
Vantage Point Financial LLC5,918$282K0.14%-2313F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors5,859$279K0.04%-5413F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,786$275K<0.01%-3813F-HRTimelineGroup
Anson Capital, Inc.5,735$273K0.23%new13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC5,570$265K0.05%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,477$261K0.03%new13F-HR/ATimeline
Alpha Financial Advisors, LLC5,400$257K0.11%013F-HRTimeline
Factor Wealth Management LTD5,320$253K0.08%013F-HRTimeline
Csenge Advisory Group5,355$252K0.01%-3813F-HRTimeline