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Disclosery

DFNM DIMENSIONAL ETF TRUST

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NATL MUN BD ETF (fund)

239 managers (242 13F filers) reported a position in DFNM shares at 2025-06-30, 27,198,903 shares in all. 17 filers opened a position and 21 filers sold out during the quarter.

Managers
239
13F filers
242
New
17
Added
106
Reduced
91
Sold out
21
Shares held by filers
27,198,903

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Focus Partners Wealthgroup of 2 filers holding2,784,882$132M+15,198Timeline
Truepoint, Inc.2,637,846$125M3.11%-97,42113F-HRTimeline
Foster Group, Inc.1,503,402$71.3M2.44%+399,02913F-HRTimeline
GeoWealth Management, LLC862,408$40.9M1.6%-16,59213F-HRTimeline
Beaird Harris Wealth Management, LLC821,988$39M3.02%+18,91813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC793,418$37.6M0.15%+44,91913F-HRTimelineGroup
Rather & Kittrell, Inc.782,727$37.1M7.35%+14,97113F-HRTimeline
Sequoia Financial Advisors, LLC781,593$37.1M0.25%+36,90413F-HRTimeline
MBL Wealth, LLC667,113$31.6M3.03%-26,79813F-HRTimeline
Apella Capital, LLC611,392$29M0.79%-32,09113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC589,215$27.9M0.04%+4,10113F-HRTimeline
HighTower Advisors, LLC578,554$27.4M0.03%+28,57513F-HRTimeline
Mattern Wealth Management LLC553,864$26.3M5.47%+238,52313F-HRTimeline
PBMares Wealth Management LLC509,241$24.2M4.42%+20,20413F-HRTimeline
AWM CAPITAL, LLC472,297$22.4M2.36%+128,60813F-HRTimeline
LPL Financial LLC399,622$19M0.01%+98,27113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…383,826$18.2M0.03%-36,28813F-HRTimeline
Austin Wealth Management, LLC378,263$17.9M3.18%-264,16013F-HRTimeline
HFM Investment Advisors, LLC370,076$17.6M7.72%+5,41513F-HRTimeline
ASPIRIANT, LLC347,452$16.5M0.52%+339,96613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC337,654$16M0.04%-65,99813F-HRTimelineGroup
RAM Investment Partners, LLC335,907$15.9M3.34%-90,43513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/307,275$14.6M<0.01%-9,17813F-HRTimelineGroup
Yardley Wealth Management LLC280,206$13.3M7.27%-17,08013F-HRTimeline
Strathmore Capital Advisors, Inc.259,734$12.3M5.45%13F-HRTimeline
Graves Light Lenhart Wealth, Inc.246,063$11.7M1.39%-5,13513F-HRTimeline
NorthCoast Asset Management LLC234,555$11.1M0.05%+221,62013F-HRTimeline
Vestment Financial LLC227,907$10.8M6.86%+23,32213F-HRTimeline
ASSET PLANNING CORPORATION217,686$10.3M5.49%-55,12713F-HRTimeline
Resonant Capital Advisors, LLC216,429$10.3M0.66%-19,71113F-HRTimeline
West Financial Advisors, LLC187,521$8.89M1.55%+3,84413F-HRTimeline
Integrated Wealth Concepts LLC186,045$8.82M0.09%-10,38413F-HRTimeline
Vested Financial Planning, LLC185,768$8.81M7.84%+2,94513F-HRTimeline
Compass Financial Group, Inc.176,441$8.37M4.2%-1,56213F-HRTimeline
David Wealth Management LLC172,600$8.19M6.09%-47913F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC167,895$7.96M0.11%-5,32813F-HRTimeline
Plancorp, LLC164,192$7.79M0.27%+100,70513F-HRTimeline
Brady Martz Wealth Solutions, LLC156,680$7.43M1.44%+116,64613F-HRTimeline
Porter White Investment Advisors, Inc.156,384$7.42M3.45%+57,30313F-HRTimeline
Outbound Financial Inc152,235$7.22M6.6%13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC139,105$6.6M1.69%-15,26213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.133,499$6.34M0.01%+2,32413F-HR/ATimelineGroup
MARYLAND CAPITAL ADVISORS INC.126,773$6.01M2.36%-56,19713F-HRTimeline
ENTREWEALTH, LLC123,484$5.86M4.05%-35,62913F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC119,085$5.65M2.53%+41,70813F-HRTimeline
Wheelhouse Advisory Group LLC119,012$5.64M2.78%+23,37313F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS115,657$5.49M3.76%-5,75613F-HRTimeline
Core Wealth Management, Inc.110,149$5.22M1.84%-7,61013F-HRTimeline
United Wealth Management, LLC107,625$5.1M1.48%+7,91113F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.107,077$5.08M4.77%13F-HR/ATimeline
Citrine Capital LLC106,685$5.06M2.69%-7813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC94,608$4.49M<0.01%-22,78013F-HRTimelineGroup
Verus Financial Partners, Inc.94,002$4.46M0.45%+9,21413F-HRTimeline
Forza Wealth Management, LLC90,000$4.27M1.75%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP85,353$4.05M0.01%-24,90913F-HR/ATimelineGroup
Evanson Asset Management, LLC81,687$3.87M0.24%-3,12513F-HRTimeline
Waverly Advisors, LLC80,670$3.83M0.04%+5,87913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP79,580$3.77M<0.01%-1,68513F-HRTimelineGroup
Wescott Financial Advisory Group, LLC79,108$3.75M0.36%-59313F-HRTimeline
RW Investment Management LLC76,239$3.62M0.4%-5,99913F-HRTimeline
LEGACY FINANCIAL GROUP, INC.76,154$3.61M1.07%-16,78313F-HRTimeline
Vermillion Wealth Management, Inc.75,876$3.6M1.72%+6,08513F-HRTimeline
BCO Wealth Management LLC73,321$3.48M2.48%+5,61613F-HRTimeline
DiNuzzo Private Wealth, Inc.70,628$3.35M0.4%-72213F-HRTimeline
Modera Wealth Management, LLC69,668$3.3M0.04%-5,11013F-HRTimeline
Aspen Wealth Management LLC69,632$3.3M0.82%+23,59813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …68,173$3.23M0.21%-8,03013F-HR/ATimeline
GEM Asset Management, LLC67,054$3.18M1.63%-4,82913F-HRTimeline
PrairieView Partners, LLC66,227$3.14M0.3%-6,05213F-HRTimeline
HB Wealth Management, LLC66,155$3.14M0.03%+43,16113F-HRTimeline
Summit Wealth Group, LLC65,171$3.09M0.79%+60,11013F-HRTimeline
American Investment Services, Inc.65,088$3.09M0.79%-24,45413F-HRTimeline
Aurelius Family Office LLC64,040$3.04M1.44%+19413F-HRTimeline
Allworth Financial LP61,424$2.91M0.01%-11,78713F-HRTimeline
Tassel Capital Management, Inc.60,980$2.89M2.22%+71713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO58,794$2.79M<0.01%-34,18313F-HRTimelineGroup
25 LLC58,120$2.76M1.01%+18,87213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding56,876$2.7M+2,085Timeline
FF Advisors,LLC55,952$2.65M1.38%013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding55,722$2.64M+44,862Timeline
Baker Avenue Asset Management, LP54,972$2.61M0.07%-1,51013F-HRTimeline
Tillman Hartley LLC53,681$2.55M0.72%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…51,377$2.44M0.28%+10,00513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP50,665$2.4M<0.01%+22713F-HRTimelineGroup
Timonier Family Office, LTD.47,474$2.25M0.84%-13,94613F-HRTimeline
Verisail Partners, LLC44,840$2.13M0.9%+1,09513F-HRTimeline
Liberty Capital Management, Inc.44,468$2.11M0.43%-1,19313F-HRTimeline
Private Advisor Group, LLC43,070$2.04M0.01%+94313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC42,496$2.02M0.02%+2,19713F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC41,463$1.97M0.12%-36,09513F-HRTimeline
Shearwater Capital LLC40,051$1.9M1.19%+1,07613F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC39,624$1.88M0.54%+30,11013F-HRTimeline
Landmark Wealth Management, LLC39,142$1.86M0.79%-11,92213F-HRTimeline
QUARRY HILL ADVISORS, LLC38,427$1.82M1.06%+2,27113F-HRTimeline
Pure Financial Advisors, LLC38,351$1.82M0.03%+19,07813F-HRTimeline
Hiley Hunt Wealth Management38,041$1.81M0.91%+13313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\37,952$1.8M<0.01%013F-HRTimelineGroup
OLD MISSION CAPITAL LLC37,774$1.79M0.05%new13F-HRTimeline
Martin Worley Group37,726$1.79M0.88%+28,14613F-HRTimeline
North Ridge Wealth Advisors, Inc.37,657$1.79M1.1%-15,04613F-HRTimeline
Hartmann Taylor Wealth Management, LLC37,250$1.77M1.47%-14,20013F-HRTimeline
MATHER GROUP, LLC.36,938$1.75M0.02%-13,17113F-HRTimeline
Mills Wealth Advisors LLC35,995$1.71M0.78%-15,17413F-HRTimeline
ELEVATE WEALTH ADVISORY, INC35,968$1.71M1.21%+1,47813F-HRTimeline
Note Advisors, LLC35,837$1.7M1.18%+16,88013F-HRTimeline
Financial Engines Advisors L.L.C.35,029$1.66M<0.01%-35,02913F-HRTimeline
SwitchPoint Financial Planning, LLC34,125$1.62M1.33%-4,19513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…33,685$1.6M0.04%+37613F-HRTimelineGroup
Family Capital Management, Inc.31,047$1.47M0.77%+67213F-HRTimeline
NewEdge Advisors, LLC28,171$1.34M0.01%+1,23413F-HRTimeline
Heritage Wealth Management, Inc. /CA/27,888$1.32M1%+2013F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC27,357$1.3M0.41%+6,16813F-HRTimeline
OneDigital Investment Advisors LLC26,486$1.26M0.01%-10,65213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV24,099$1.14M<0.01%+66213F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC23,903$1.13M0.13%+1,08513F-HRTimeline
Physician Wealth Solutions Inc.23,538$1.12M0.52%-2,00013F-HRTimeline
Signature Resources Capital Management,…23,448$1.11M0.68%+22,84113F-HRTimeline
One Degree Advisors Inc22,814$1.08M0.39%+41913F-HRTimeline
CogentBlue Wealth Advisors, LLC22,765$1.08M0.83%-8,92713F-HRTimeline
Blume Capital Management, Inc.22,685$1.08M0.22%-4,46713F-HRTimeline
White Wing Wealth Management22,638$1.07M0.73%+55413F-HRTimeline
Betterment LLC22,393$1.06M<0.01%+10,69313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO22,300$1.06M<0.01%new13F-HRTimelineGroup
Warburton Capital Management, LLC22,204$1.05M0.62%+12,59413F-HRTimeline
Investmark Advisory Group LLC22,084$1.05M0.49%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC21,347$1.01M0.07%-15,37913F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC21,251$1.01M0.18%-4,51313F-HRTimeline
WPWealth LLP21,030$997K0.18%+1,94513F-HRTimeline
Oak Wealth Advisors LLC21,011$997K0.64%+3,77213F-HRTimeline
ROBERTS GLORE & CO INC /IL/20,600$977K0.29%013F-HRTimeline
One Capital Management, LLC20,480$971K0.03%+2,54513F-HRTimeline
Safeguard Investment Advisory Group, LLC20,202$958K0.24%+1,17613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC20,119$954K0.01%-52713F-HR/ATimelineGroup
SCRATCH CAPITAL LLC19,795$939K0.76%-4,72413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…19,756$937K<0.01%new13F-HR/ATimelineGroup
Integrity Wealth Solutions LLC19,366$919K0.45%-6,66213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA19,243$913K<0.01%-11,72213F-HR/ATimelineGroup
Sterling Wealth Advisors Inc18,086$858K0.61%+56413F-HRTimeline
New Dimensions Wealth Management, LLC17,877$848K0.77%-28313F-HRTimeline
CPA Asset Management Group, LLC17,764$843K0.35%-12,77513F-HRTimeline
XY Planning Network, Inc.17,674$838K0.29%+7,54413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO16,600$787K0.01%013F-HRTimelineGroup
Parkworth Wealth Management, Inc.16,593$787K0.57%+1,33513F-HRTimeline
Disciplined Investments, LLC15,333$727K0.31%013F-HRTimeline
Rehmann Capital Advisory Group14,671$696K0.04%-62913F-HRTimeline
ArborFi Advisors, LLC14,553$690K0.61%+5,52513F-HRTimeline
Cambridge Investment Research Advisors,…14,538$690K<0.01%+2,24313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,483$687K0.02%+11613F-HRTimelineGroup
Friday Financial13,728$651K0.33%-43113F-HRTimeline
COMERICA BANK13,523$641K<0.01%+5,81213F-HRTimeline
Main Street Financial Solutions, LLC13,501$640K0.05%-6,63713F-HRTimeline
Sterling Wealth Management, Inc.12,554$595K0.2%13F-HRTimeline
Crews Bank & Trust12,210$579K0.09%013F-HRTimeline
MML INVESTORS SERVICES, LLC11,698$555K<0.01%+8613F-HRTimeline
SpringVest Wealth Management LLC11,374$539K0.44%013F-HRTimeline
Iowa State Bank11,271$535K0.11%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,233$532K<0.01%+6,91313F-HRTimelineGroup
Pacific Asset Management, LLC11,168$530K0.43%+2,40413F-HRTimeline
Grunden Financial Advisory, Inc.10,993$521K0.23%+8113F-HRTimeline
TABLEAUX LLC10,944$519K0.3%-1,82813F-HR/ATimeline
Strategic Investment Solutions, Inc. /IL10,909$517K0.16%-17,80213F-HRTimeline
Burton Enright Welch10,804$512K0.09%-48713F-HRTimeline
CVA Family Office, LLC10,785$512K0.07%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC10,682$507K0.02%+15613F-HRTimeline
IFP Advisors, Inc10,631$504K0.01%+9,82213F-HRTimeline
Binnacle Investments Inc10,594$502K0.33%+2,16413F-HRTimeline
Western Wealth Management, LLC10,590$502K0.03%-67513F-HRTimeline
Jacobi Capital Management LLC10,556$501K0.03%+7813F-HRTimeline
Creative Planningin group Creative Planning10,478$497K<0.01%-50813F-HRTimelineGroup
CLARIS ADVISORS, LLC / MO /10,288$488K0.17%+1,43613F-HRTimeline
Dynamic Advisor Solutions LLC10,033$476K0.01%-1,92013F-HRTimeline
Kings Path Partners LLC10,007$475K0.19%+5,50513F-HRTimeline
Eldridge Investment Advisors, Inc.10,007$475K0.1%-2,09513F-HRTimeline
Five Oceans Advisors9,620$456K0.19%013F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.9,475$449K0.02%new13F-HRTimelineGroup
DecisionPoint Financial, LLC9,344$443K0.11%-75413F-HRTimeline
KEB ASSET MANAGEMENT, LLC9,168$435K0.11%+2,70313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,075$430K0.02%new13F-HRTimelineGroup
Beckerman Institutional, LLC9,057$430K0.29%+20113F-HRTimeline
LJI Wealth Management, LLC9,043$429K0.07%+21213F-HRTimeline
Glass Jacobson Investment Advisors llc8,840$419K0.16%+29913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,789$417K<0.01%-4713F-HRTimelineGroup
Burk Holdings LLC8,555$406K0.25%-57413F-HRTimeline
Meridian Wealth Management, LLC8,493$403K0.02%new13F-HRTimeline
RCS Financial Planning, LLC8,455$401K0.2%+55613F-HRTimeline
Physician Wealth Advisors, Inc.8,444$401K0.06%013F-HRTimeline
Legacy Capital Wealth Partners, LLC8,326$395K0.09%new13F-HRTimeline
Beta Wealth Group, Inc.8,290$393K0.14%-67813F-HRTimeline
Copperleaf Capital, LLC8,187$388K0.2%-27513F-HRTimeline
Jentner Corp8,123$385K0.1%013F-HRTimeline
Cetera Investment Advisers8,076$383K<0.01%new13F-HRTimeline
Anson Capital, Inc.7,935$376K0.3%+2,20013F-HRTimeline
Life Planning Partners, Inc7,871$373K0.3%+2,67113F-HRTimeline
Meredith Wealth Planning7,775$369K0.13%+1,28513F-HRTimeline
KWMG, LLC7,710$366K0.03%new13F-HRTimeline
McIlrath & Eck, LLC7,686$365K0.04%-1,78313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,573$359K<0.01%+7,12013F-HRTimelineGroup
JDH Wealth Management, LLC7,511$356K0.27%-7,01213F-HRTimeline
Aptus Capital Advisors, LLC7,504$356K<0.01%+68513F-HRTimeline
IFG Advisory, LLC7,423$352K0.02%+10813F-HRTimeline