Public ownership evidence

Dimensional National Municipal Bond ETF (DFNM) Ownership Disclosures

Read DFNM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Dimensional National Municipal Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
81,865
Value (USD)
$3,956,946
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DFNM fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DFNM fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2881,865$3,956,946None
Kings Path Partners LLC2026-03-312026-08-2225,683$1,231,001None
Rehmann Capital Advisory Group2026-06-302026-08-218,021$387,695None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20119,155$5,759,391None
Beacon Pointe Advisors, LLC2026-06-302026-08-1921,455$1,037,044None
E-Wealth Partners, LLC2026-06-302026-08-1867,295$3,252,727None
SwitchPoint Financial Planning, LLC2026-06-302026-08-1836,592$1,768,674None
Corient Private Wealth LP2026-06-302026-08-1881,877$3,957,526None
Pure Financial Advisors, LLC2026-06-302026-08-1839,135$1,891,596None
Financial Plan, Inc.2026-06-302026-08-1524,574$1,187,784None
Note Advisors, LLC2026-06-302026-08-1561,502$2,972,699None
SEI INVESTMENTS CO2026-06-302026-08-1539,913$1,929,190None
Vantage Point Financial LLC2026-06-302026-08-158,648$418,000None
Nemes Rush Group LLC2026-06-302026-08-151,668$80,617None
Envision Financial Planning, LLC2026-06-302026-08-155,935$286,856None
Waterford Advisors, LLC2026-06-302026-08-15545,339$28,772,062None
ENTREWEALTH, LLC2026-06-302026-08-15233,430$11,155,625None
Western Wealth Management, LLC2026-06-302026-08-1510,900$526,851None
Foundations Investment Advisors, LLC2026-06-302026-08-1510,502$507,621None
Qube Research & Technologies Ltd2026-06-302026-08-151,482$71,632None
IFG Advisory, LLC2026-06-302026-08-157,321$353,866None
OSAIC HOLDINGS, INC.2026-06-302026-08-156,355$307,169None
OSAIC HOLDINGS, INC.2026-06-302026-08-15224,212$10,839,720None
Betterment LLC2026-06-302026-08-1533,526$1,621,000None
JANE STREET GROUP, LLC2026-06-302026-08-1526,950$1,302,628None
Medallion Wealth Advisors, LLC2026-06-302026-08-152,577$125,374None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15119$5,752None
ELEVATE WEALTH ADVISORY, INC2026-06-302026-08-1536,355$1,757,205None
Waverly Advisors, LLC2026-06-302026-08-1548,132$2,326,463None
Merited Wealth, LLC2026-06-302026-08-157,594$367,076None
Logan Stone Capital, LLC2026-06-302026-08-1526,847$1,297,650None
&PARTNERS2026-06-302026-08-1515,402$744,456None
Financial Engines Advisors L.L.C.2026-06-302026-08-1556,893$2,749,923None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1537,640$1,818,034None
ROYAL BANK OF CANADA2026-06-302026-08-159,933$480,000None
ROYAL BANK OF CANADA2026-06-302026-08-15637$31,000None
Larson Financial Group LLC2026-06-302026-08-15155$7,492None
IHT Wealth Management, LLC2026-06-302026-08-155,795$280,101None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1531,774$1,535,811None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-153,477$168,061None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$31None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15201$9,715None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15477,005$23,056,037None
BANK OF AMERICA CORP /DE/2026-06-302026-08-154,176$201,847None
Burk Holdings LLC2026-06-302026-08-1411,011$532,217None
MPWM ADVISORY SOLUTIONS, LLC2026-06-302026-08-14412$19,914None
Pathstone Holdings, LLC2026-06-302026-08-1485,718$4,143,180None
Pathstone Holdings, LLC2026-06-302026-08-14723,073$34,949,698None
Trajan Wealth LLC2026-06-302026-08-144,505$217,749None
Operose Advisors LLC2026-06-302026-08-141$1None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Kings Path Partners LLC ↗Rehmann Capital Advisory Group ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗E-Wealth Partners, LLC ↗SwitchPoint Financial Planning, LLC ↗Corient Private Wealth LP ↗Pure Financial Advisors, LLC ↗Financial Plan, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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