DFNM · Insider trading · 13F holders · Congress trades
Dimensional ETF Trust (DFNM)
Who is buying and selling DFNM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 133
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DFNM at a glance
- No open-market insider purchases or sales of DFNM were filed in the last 90 days.
- 133 13F filers hold DFNM among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Vestment Financial LLC (8.3%), Waterford Advisors, LLC (7.9%) and Yardley Wealth Management LLC (7.4%). In their latest 13Fs, 2 managers opened a new position and 49 added to one.
- No member of Congress has disclosed a trade in DFNM.
DFNM insider trading
No open-market insider purchases or sales of DFNM were filed in the last 90 days.
Who owns DFNM? Hedge funds and superinvestors
133 13F filers hold DFNM among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Vestment Financial LLC (8.3%), Waterford Advisors, LLC (7.9%) and Yardley Wealth Management LLC (7.4%). In their latest 13Fs, 2 managers opened a new position and 49 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Truepoint, Inc.Wealth manager | 3.2% | $155.2M | 3,211,719 | +3.7% shares | Q2 2026 |
| Focus Partners Advisor Solutions, LLCInvestment manager | 0.7% | $79.6M | 1,646,788 | +36.9% shares | Q2 2026 |
| Apella Capital, LLCWealth manager | 1.0% | $77.9M | 1,690,582 | +6.3% shares | Q3 2026 |
| Foster Group, Inc.Wealth manager | 1.6% | $60.6M | 1,317,383 | -11.2% shares | Q3 2026 |
| Symmetry Partners, LLCWealth manager | 2.8% | $55.8M | 1,211,730 | -5.7% shares | Q3 2026 |
| Awm Capital, LLCWealth manager | 3.7% | $51.9M | 1,127,167 | +55.5% shares | Q3 2026 |
| GeoWealth Management, LLCWealth manager | 1.6% | $51.0M | 1,055,345 | +19.8% shares | Q2 2026 |
| Rather & Kittrell, Inc.Wealth manager | 6.3% | $45.4M | 939,121 | +5.0% shares | Q2 2026 |
| Beaird Harris Wealth Management, LLCWealth manager | 2.4% | $38.5M | 796,384 | +0.1% shares | Q2 2026 |
| MBL Wealth, LLCWealth manager | 2.3% | $38.3M | 832,678 | +7.2% shares | Q3 2026 |
| Waterford Advisors, LLCWealth manager | 7.9% | $28.8M | 545,339 | +1.7% shares | Q2 2026 |
| Graves Light Lenhart Wealth, Inc.Wealth manager | 2.6% | $28.2M | 612,276 | +10.0% shares | Q3 2026 |
| Mattern Wealth Management LLCWealth manager | 4.4% | $26.5M | 548,877 | +3.5% shares | Q2 2026 |
| HFM Investment Advisors, LLCWealth manager | 7.3% | $20.7M | 428,712 | +19.7% shares | Q2 2026 |
| Aspiriant, LLCWealth manager | 0.5% | $20.4M | 443,046 | +2.4% shares | Q3 2026 |
| Vestment Financial LLCWealth manager | 8.3% | $18.6M | 402,565 | +14.4% shares | Q3 2026 |
| Austin Wealth Management, LLCWealth manager | 3.7% | $17.5M | 364,914 | +11.5% shares | Q2 2026 |
| West Financial Advisors, LLCWealth manager | 2.6% | $17.4M | 377,379 | +75.0% shares | Q3 2026 |
| Yardley Wealth Management LLCWealth manager | 7.4% | $17.0M | 370,108 | +12.8% shares | Q3 2026 |
| Collective Family Office LLCWealth manager | 3.3% | $16.1M | 348,740 | +186.1% shares | Q3 2026 |
| RAM Investment Partners, LLCWealth manager | 2.5% | $15.9M | 345,112 | -40.9% shares | Q3 2026 |
| Wheelhouse Advisory Group LLCWealth manager | 4.1% | $15.4M | 333,834 | +4.9% shares | Q3 2026 |
| Brady Martz Wealth Solutions, LLCWealth manager | 2.0% | $13.2M | 272,899 | +10.2% shares | Q2 2026 |
| Strathmore Capital Advisors, Inc.Wealth manager | 3.3% | $12.2M | 255,575 | -5.6% shares | Q2 2026 |
| Dopkins Wealth Management, LLCWealth manager | 4.3% | $12.0M | 247,398 | +3.1% shares | Q2 2026 |
| Entrewealth, LLCWealth manager | 4.2% | $11.8M | 255,371 | +9.4% shares | Q3 2026 |
| Citrine Capital LLCWealth manager | 3.7% | $10.9M | 236,525 | +17.7% shares | Q3 2026 |
| Guardian Wealth Management, LLCWealth manager | 2.9% | $10.1M | 220,214 | +11.2% shares | Q3 2026 |
| Resonant Capital Advisors, LLCWealth manager | 0.5% | $10.0M | 218,100 | -22.4% shares | Q3 2026 |
| Plancorp, LLCWealth manager | 0.2% | $9.7M | 201,949 | +14.8% shares | Q2 2026 |
The 30 largest of 133 positions, by value. Each manager counts with its latest 13F (Q3 2026: 67, Q2 2026: 65, Q1 2026: 1). Screen DFNM in the grand portfolio →
DFNM stock trades by members of Congress
No member of Congress has disclosed a trade in DFNM.
DFNM questions and answers
Are insiders buying DFNM stock?
No open-market insider purchases or sales of DFNM were filed in the last 90 days.
Which hedge funds own DFNM?
133 13F filers hold DFNM among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Vestment Financial LLC (8.3%), Waterford Advisors, LLC (7.9%) and Yardley Wealth Management LLC (7.4%). In their latest 13Fs, 2 managers opened a new position and 49 added to one.
Has Congress traded DFNM?
No member of Congress has disclosed a trade in DFNM.
Who is the largest holder of DFNM?
Among 13F filers, Truepoint, Inc. reports the largest DFNM position, $155.2M (3,211,719 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Vestment Financial LLC's: 8.3% of its portfolio.
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