DFNM DIMENSIONAL ETF TRUST
FollowNATL MUN BD ETF (fund)
Filings received so far for Q3 2026: 11 13F filers report a position in DFNM shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Apella Capital, LLC | 1,690,582 | $77.9M | 0.99% | +99,676 | 13F-HRTimeline |
| Graves Light Lenhart Wealth, Inc. | 612,276 | $28.2M | 2.64% | +55,625 | 13F-HRTimeline |
| COLLECTIVE FAMILY OFFICE LLC | 348,740 | $16.1M | 3.31% | +226,837 | 13F-HRTimeline |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 181,363 | $8.35M | 0.14% | -8,265 | 13F-HRTimeline |
| Friday Financial | 65,899 | $3.05M | 0.6% | +49,182 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 59,157 | $2.72M | 0.02% | +20,677 | 13F-HRTimeline |
| Hiley Hunt Wealth Management | 52,074 | $2.4M | 0.93% | +184 | 13F-HRTimeline |
| CogentBlue Wealth Advisors, LLC | 24,232 | $1.12M | 1.04% | -1,750 | 13F-HRTimeline |
| JP Wealth Management, Inc. | 16,870 | $777K | 0.49% | 0 | 13F-HRTimeline |
| Iowa State Bank | 11,271 | $519K | 0.09% | 0 | 13F-HRTimeline |
| Roth Financial Partners LLC | 7,415 | $341K | 0.1% | new | 13F-HRTimeline |