We are live on ! Find out more
DFNM icon

Dimensional National Municipal Bond ETF

276 hedge funds and large institutions have $1.76B invested in Dimensional National Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 160 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 56

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

8% more capital invested

Capital invested by funds: $1.63B → $1.76B (+$134M)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

0.67% more ownership

Funds ownership: 84.92%85.59% (+0.67%)

0% more funds holding

Funds holding: 275276 (+1)

Holders
276
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
3.4%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.41%
New
24
Increased
160
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
226
Avestar Capital
New York
$358K +$362K +7,469 New
OP
227
Oath Planning
Oklahoma
$351K +$355K +7,316 New
IA
228
Inspire Advisors
Idaho
$347K +$2.04K +42 +0.6%
CCMI
229
Creative Capital Management Investments
California
$345K +$46.3K +956 +15%
KRW
230
Kaufman Rossin Wealth
Florida
$339K -$42.7K -882 -11%
SIS
231
Strategic Investment Solutions
Illinois
$332K -$2.13K -44 -0.6%
MT
232
Midwest Trust
Kansas
$330K
GSEP
233
Golden State Equity Partners
California
$329K +$332K +6,857 New
CT
234
Colonial Trust
South Carolina
$309K +$14.8K +305 +5%
PFG
235
Pinnacle Financial Group
Illinois
$299K
SIMC
236
Squire Investment Management Company
Utah
$298K +$42.4K +875 +16%
IAG
237
Investment Advisory Group
Massachusetts
$297K +$15.6K +322 +5%
RLIM
238
Red Lighthouse Investment Management
New York
$294K
ATC
239
Argent Trust Co
Tennessee
$288K +$291K +6,000 New
SWM
240
Seaside Wealth Management
California
$285K +$1.7K +35 +0.6%
VCP
241
Verus Capital Partners
Arizona
$283K +$8.82K +182 +3%
EFP
242
Envision Financial Planning
Tennessee
$282K +$2.81K +58 +1%
LFA
243
Level Financial Advisors
New York
$277K
ME
244
McIlrath & Eck
Washington
$276K
KWM
245
KFG Wealth Management
Indiana
$261K +$1.02K +21 +0.4%
VWA
246
Vistica Wealth Advisors
California
$261K +$263K +5,435 New
CA
247
Clune & Associates
Illinois
$255K
CAG
248
Csenge Advisory Group
Florida
$255K -$14.3K -295 -5%
HA
249
Hanover Advisors
South Carolina
$252K
AWA
250
Arkadios Wealth Advisors
Georgia
$250K +$253K +5,218 New