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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
Focus Partners Wealthgroup of 2 filers holding5,425,231$260M+1,753,902Timeline
Truepoint, Inc.3,095,714$148M3.31%+121,63413F-HRTimeline
Foster Group, Inc.1,460,226$70M2.08%-5,54913F-HRTimeline
Apella Capital, LLC1,320,176$63.9M0.95%+638,28013F-HRTimeline
Symmetry Partners, LLC1,317,339$63.1M3.61%-9,43913F-HRTimeline
Rather & Kittrell, Inc.894,173$42.9M6.61%+57,21913F-HRTimeline
GeoWealth Management, LLC881,082$42.2M1.52%-1,90313F-HRTimeline
Sequoia Financial Advisors, LLC880,025$42.2M0.24%+30,15313F-HRTimeline
Beaird Harris Wealth Management, LLC795,703$38.1M2.59%-52,15713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC788,243$37.8M0.15%-16,68513F-HRTimelineGroup
MBL Wealth, LLC739,735$35.5M2.69%+32,64013F-HRTimeline
AWM CAPITAL, LLC718,457$34.4M3.12%+17,81513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC653,394$31.3M0.04%+41,22613F-HRTimeline
HighTower Advisors, LLC589,440$28.3M0.03%-107,20613F-HRTimeline
Waterford Advisors, LLC536,335$25.5M8.09%+9,05813F-HRTimeline
Mattern Wealth Management LLC530,248$25.4M4.96%-82613F-HRTimeline
LPL Financial LLC518,554$24.9M0.01%+39,73413F-HRTimeline
RAM Investment Partners, LLC516,432$24.8M4.35%+7,20313F-HRTimeline
Graves Light Lenhart Wealth, Inc.482,789$23.1M2.41%+120,85913F-HRTimeline
ASPIRIANT, LLC428,736$20.5M0.59%+28,66013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/418,517$20.1M<0.01%+58,10813F-HRTimelineGroup
HFM Investment Advisors, LLC358,188$17.2M6.6%-8,54513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC332,594$15.9M0.03%-9,01413F-HRTimelineGroup
Austin Wealth Management, LLC327,330$15.7M3.57%-193,87213F-HRTimeline
Vestment Financial LLC320,538$15.5M7.31%+35,93813F-HRTimeline
Yardley Wealth Management LLC320,613$15.4M7.87%+18,12613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC310,743$14.9M0.07%-212,83913F-HRTimelineGroup
Wheelhouse Advisory Group LLC276,943$13.3M4.4%+50,11913F-HRTimeline
Strathmore Capital Advisors, Inc.270,876$13.1M3.7%-18,19913F-HRTimeline
Resonant Capital Advisors, LLC270,450$13M0.68%-15,81513F-HRTimeline
Brady Martz Wealth Solutions, LLC247,711$11.9M2.02%+48,57213F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC239,917$11.5M4.62%+20,57313F-HRTimeline
Allworth Financial LP227,614$10.9M0.04%+97,26213F-HRTimeline
ENTREWEALTH, LLC213,809$10.2M4.59%+10,88313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…208,369$10M0.02%-136,57813F-HRTimeline
25 LLC208,063$9.97M3.07%+5,46213F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC205,362$9.84M0.15%-4,16113F-HRTimeline
Integrated Wealth Concepts LLC204,700$9.81M0.08%+14,03713F-HRTimeline
Vested Financial Planning, LLC202,623$9.71M7.4%-1,70113F-HRTimeline
West Financial Advisors, LLC201,939$9.68M1.64%+12,10313F-HRTimeline
Citrine Capital LLC192,884$9.24M4.01%+26,34613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…192,157$9.21M0.1%new13F-HRTimelineGroup
Guardian Wealth Management, LLC186,884$8.96M2.72%+38,48813F-HRTimeline
Plancorp, LLC175,945$8.49M0.24%+75313F-HRTimeline
Porter White Investment Advisors, Inc.169,995$8.15M3.26%+1,04013F-HRTimeline
Outbound Financial Inc168,024$8.05M6.04%+8,64613F-HRTimeline
RW Investment Management LLC165,862$7.95M0.77%13F-HRTimeline
Compass Financial Group, Inc.165,382$7.93M3.57%-1,04813F-HRTimeline
Optimus Capital Advisors, LLC151,296$7.25M4.29%+84213F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS147,771$7.08M3.33%+10,74813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC138,602$6.64M<0.01%+54,61013F-HRTimelineGroup
Core Wealth Management, Inc.138,331$6.63M2.03%+58713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO135,532$6.49M<0.01%+30,49613F-HR/ATimelineGroup
United Wealth Management, LLC133,269$6.39M1.59%+4,49113F-HRTimeline
Mills Wealth Advisors LLC129,820$6.22M2.17%+95,40113F-HRTimeline
55 North Private Wealth, LLC118,705$5.69M1.46%+15,61113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC116,507$5.58M1.26%-2,84713F-HRTimeline
Johnson Wealth Management, LLC115,379$5.53M2.67%+22,81013F-HRTimeline
BCO Wealth Management LLC108,280$5.19M3.12%+5,56513F-HRTimeline
Aspen Wealth Management LLC104,427$5.01M1%+31,44713F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.102,851$4.93M3.94%013F-HRTimeline
Tillman Hartley LLC101,853$4.88M1.23%+12,49213F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC101,469$4.86M2.18%+58813F-HRTimeline
American Investment Services, Inc.98,018$4.7M1.05%+19,11913F-HRTimeline
Forza Wealth Management, LLC97,500$4.67M1.63%013F-HRTimeline
E-Wealth Partners, LLC97,396$4.67M3.78%+28213F-HRTimeline
Penney Financial, LLC97,028$4.65M1.78%+8,72313F-HRTimeline
Verus Financial Partners, Inc.95,785$4.63M0.42%+2,27913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV88,267$4.23M0.01%+52,07313F-HRTimeline
DiNuzzo Private Wealth, Inc.86,095$4.13M0.44%+6,02513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP82,947$3.98M<0.01%+4,68213F-HRTimelineGroup
Washington Trust Advisors, Inc.82,087$3.93M0.32%+1,68913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP81,797$3.93M0.01%-4,74813F-HRTimelineGroup
Wescott Financial Advisory Group, LLC80,292$3.85M0.34%+1,08913F-HRTimeline
Root Financial Partners, LLC76,596$3.67M0.17%+12,44413F-HRTimeline
SCRATCH CAPITAL LLC73,506$3.52M2.02%+14,84913F-HRTimeline
Modera Wealth Management, LLC70,793$3.39M0.04%+5013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …70,009$3.36M0.19%+11,57813F-HRTimeline
Aurelius Family Office LLC69,535$3.33M1.45%+14213F-HRTimeline
Vermillion Wealth Management, Inc.69,082$3.31M1.32%+2,81113F-HRTimeline
QUARRY HILL ADVISORS, LLC67,892$3.29M1.35%+3,78213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP66,952$3.21M<0.01%+45513F-HRTimelineGroup
Summit Wealth Group, LLC64,792$3.11M0.71%-2713F-HRTimeline
Baker Avenue Asset Management, LP63,481$3.04M0.07%+3,70513F-HRTimeline
Tassel Capital Management, Inc.62,318$2.99M1.62%-1,18513F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC62,089$2.98M2.8%+6,26513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.61,782$2.96M<0.01%-88,26513F-HRTimelineGroup
North Ridge Wealth Advisors, Inc.61,775$2.96M1.67%+14,19813F-HRTimeline
GEM Asset Management, LLC61,060$2.93M1.29%-3,75613F-HRTimeline
BWM Planning, LLC59,939$2.87M0.76%+15,86713F-HRTimeline
Private Advisor Group, LLC59,274$2.84M0.01%+7,70013F-HRTimeline
Note Advisors, LLC57,721$2.77M1.38%+5,20113F-HRTimeline
MB Generational Wealth, LLC56,793$2.72M1.51%+16,12713F-HRTimeline
LEGACY FINANCIAL GROUP, INC.56,410$2.7M0.71%+51613F-HRTimeline
HB Wealth Management, LLC55,830$2.68M0.02%013F-HRTimeline
FF Advisors,LLC55,193$2.67M1.08%013F-HRTimeline
Hiley Hunt Wealth Management51,718$2.48M1.09%+2,64613F-HRTimeline
Waverly Advisors, LLC50,023$2.4M0.02%-10,05813F-HRTimeline
Verisail Partners, LLC49,387$2.37M0.96%+35613F-HRTimeline
Meredith Wealth Planning49,216$2.36M0.64%+5,76713F-HRTimeline
Financial Engines Advisors L.L.C.48,400$2.32M<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC47,736$2.29M0.01%+18,50113F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC45,467$2.18M0.02%+3,03013F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding44,617$2.14M-13,642Timeline
Broadhurst Jeffrey B44,616$2.14M2.19%+1,46613F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners44,165$2.12M0.27%+2,52413F-HRTimelineGroup
Shearwater Capital LLC44,116$2.11M1.11%-58413F-HRTimeline
Warburton Capital Management, LLC43,369$2.09M1.02%+31413F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC42,387$2.05M0.18%-17,04413F-HRTimeline
SAX WEALTH ADVISORS, LLC41,199$1.98M0.1%013F-HRTimeline
SwitchPoint Financial Planning, LLC40,930$1.96M1.33%+1,62713F-HRTimeline
MATHER GROUP, LLC.40,839$1.96M0.02%+1,80013F-HRTimeline
Vise Technologies, Inc.40,051$1.93M0.04%013F-HRTimeline
Pure Financial Advisors, LLC39,561$1.9M0.03%+56513F-HRTimeline
Family Capital Management, Inc.38,672$1.85M0.82%+1,48713F-HRTimeline
Heritage Wealth Management, Inc. /CA/37,882$1.82M1.01%+5,25713F-HRTimeline
Farther Finance Advisors, LLC37,710$1.81M0.02%+10,84713F-HRTimeline
Kane Co Wealth Management, Inc.37,315$1.79M1.51%+9,52513F-HRTimeline
Hartmann Taylor Wealth Management, LLC37,250$1.79M1.18%013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC37,081$1.78M0.27%+5,41913F-HRTimeline
Landmark Wealth Management, LLC36,855$1.77M0.47%+5,25113F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC36,594$1.76M0.41%+33013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC36,643$1.76M1.11%+1913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO35,865$1.72M<0.01%+3,33513F-HRTimelineGroup
Evanson Asset Management, LLC34,929$1.67M0.09%-12,85313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…34,323$1.65M0.03%+48513F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …33,737$1.62M0.03%+6,80813F-HRTimelineGroup
One Capital Management, LLC32,810$1.57M0.04%+4,49013F-HRTimeline
Smartleaf Asset Management LLC32,857$1.57M0.06%+15,95613F-HRTimeline
XY Planning Network, Inc.32,706$1.57M0.25%+2,07013F-HRTimeline
Wheels Up Wealth, Inc.32,772$1.57M1.48%-2,47413F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC31,698$1.52M0.43%013F-HRTimeline
DEMMING FINANCIAL SERVICES CORP /ADV30,473$1.46M1.06%+2,35813F-HRTimeline
Generations Wealth, LLC30,096$1.44M1.4%+14,86713F-HRTimeline
NewEdge Advisors, LLC29,931$1.43M0.01%-7513F-HR/ATimeline
One Degree Advisors Inc29,073$1.39M0.37%+1,78013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP28,957$1.38M<0.01%+2,27313F-HRTimelineGroup
WPWealth LLP28,428$1.36M0.21%+2,21713F-HRTimeline
Signature Resources Capital Management,…28,207$1.35M0.64%+23313F-HRTimeline
Sterling Wealth Management, Inc.27,947$1.34M0.37%+613F-HRTimeline
Betterment LLC27,643$1.32M<0.01%+1,05813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC27,471$1.32M<0.01%-12,52813F-HRTimelineGroup
OneDigital Investment Advisors LLC26,210$1.26M0.01%-28213F-HRTimeline
New Dimensions Wealth Management, LLC25,731$1.23M1.05%+58413F-HRTimeline
Kings Path Partners LLC25,683$1.23M0.42%+9,72213F-HR/ATimeline
Applied Capital LLC25,021$1.2M0.45%new13F-HRTimeline
HEFFERNAN ADVISORY, INC24,897$1.19M1.11%013F-HRTimeline
Capstone Wealth Management, LLC24,566$1.18M0.82%+2,29913F-HRTimeline
CogentBlue Wealth Advisors, LLC23,709$1.14M0.76%-21613F-HRTimeline
Pacific Asset Management, LLC23,311$1.12M0.62%+4,93513F-HRTimeline
IFP Advisors, Inc23,281$1.12M0.02%+3813F-HRTimeline
Triune Financial Partners, LLC23,237$1.11M0.26%+5,17613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,775$1.09M<0.01%+6,34313F-HRTimelineGroup
CLARIS ADVISORS, LLC / MO /22,705$1.09M0.33%+4,27413F-HRTimeline
Blume Capital Management, Inc.22,685$1.09M0.19%013F-HRTimeline
Investmark Advisory Group LLC22,254$1.07M0.46%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,351$1.02M<0.01%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC20,965$1M0.01%+6,98913F-HRTimeline
ArborFi Advisors, LLC20,759$995K0.81%+2,91613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC20,568$986K0.07%013F-HRTimeline
Cogent Private Wealth, Inc.19,970$957K0.69%+1,56213F-HRTimeline
KEB ASSET MANAGEMENT, LLC19,857$952K0.18%+92013F-HRTimeline
Sterling Wealth Advisors Inc19,103$925K0.53%+64113F-HRTimeline
Cambridge Investment Research Advisors,…18,687$896K<0.01%-7313F-HRTimeline
Ponta Wealth Partners, LLC18,430$883K0.71%+10,60313F-HRTimeline
Safeguard Investment Advisory Group, LLC18,423$883K0.24%+49413F-HRTimeline
Aegis Wealth Management LLC17,900$858K0.49%+1,70013F-HRTimeline
ROBERTS GLORE & CO INC /IL/17,735$850K0.23%013F-HRTimeline
JP Wealth Management, Inc.16,870$809K0.55%013F-HRTimeline
Partners in Financial Planning15,960$765K0.13%new13F-HRTimeline
Financial Plan, Inc.15,752$755K0.08%-1,73913F-HRTimeline
Crews Bank & Trust15,683$752K0.11%-3413F-HRTimeline
COGENT STRATEGIC WEALTH LLC15,677$751K0.77%+4,27413F-HRTimeline
&PARTNERS15,402$738K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.15,288$733K0.1%+5313F-HRTimeline
Balefire, LLC15,086$723K0.14%new13F-HRTimeline
Physician Wealth Solutions Inc.14,909$715K0.3%-45113F-HRTimeline
Integrity Wealth Solutions LLC14,902$714K0.28%+86313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…14,423$691K<0.01%new13F-HRTimelineGroup
JDH Wealth Management, LLC14,115$677K0.46%+1,69613F-HRTimeline
Aerodigm Wealth, LLC13,999$671K0.25%+6,61213F-HRTimeline
Friday Financial13,806$662K0.23%-1,37613F-HRTimeline
Disciplined Investments, LLC13,715$657K0.24%-51013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,257$635K<0.01%+4,23313F-HRTimelineGroup
INTEGRATED WEALTHCARE, LLC12,757$611K0.51%+713F-HRTimeline
BDFS Capital LLC12,756$611K0.29%+69413F-HRTimeline
MML INVESTORS SERVICES, LLC12,608$604K<0.01%+14513F-HRTimeline
Merited Wealth, LLC12,516$600K0.5%+2,03813F-HRTimeline
Glass Jacobson Investment Advisors llc12,190$584K0.2%+2,13313F-HRTimeline
SpringVest Wealth Management LLC11,374$545K0.37%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC11,354$544K0.02%+66913F-HRTimeline
Iowa State Bank11,271$540K0.1%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC11,173$536K0.05%+21013F-HRTimeline
Western Wealth Management, LLC10,900$522K0.02%013F-HR/ATimeline
Jacobi Capital Management LLC10,795$517K0.03%+6313F-HRTimeline
CVA Family Office, LLC10,785$517K0.05%013F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.10,751$515K0.49%-1,16413F-HRTimeline
Anson Capital, Inc.10,669$511K0.35%+21013F-HRTimeline
Foundry Financial LLC10,180$488K0.21%-1,08413F-HRTimeline
Burton Enright Welch10,176$488K0.07%-49413F-HRTimeline