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Dimensional National Municipal Bond ETF
DFNM

Overview Fund Activity

236 hedge funds and large institutions have $1.21B invested in Dimensional National Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 99 increasing their positions, 81 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+8
Holders Change %
+3.51%
% of All Funds
3.21%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.31%
New
25
Increased
99
Reduced
81
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$14.2M
2
HighTower Advisors
HighTower Advisors
Illinois
+$9.48M
3
SFA
Sequoia Financial Advisors
Ohio
+$6.24M
4
AC
Apella Capital
Connecticut
+$4.26M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$3.47M

Top Sellers

1
GM
GeoWealth Management
Illinois
-$6.07M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$4.04M
3
AC
AWM Capital
Arizona
-$2.6M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.23M
5
FG
Foster Group
Iowa
-$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRCM
226
Signature Resources Capital Management
California
$28.9K +$6.9K +145 +31%
PA
227
Parallel Advisors
California
$22.6K +$190 +4 +0.8%
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$21.5K +$21.5K +453 New
MAS
229
MPWM Advisory Solutions
Georgia
$19.6K – – –
AF
230
Advisornet Financial
Minnesota
$14.7K +$95 +2 +0.7%
AWM
231
AE Wealth Management
Kansas
$6.57K – – –
PNC Financial Services Group
232
PNC Financial Services Group
Pennsylvania
$5.95K +$5.95K +125 New
William Blair & Company
233
William Blair & Company
Illinois
$3.9K – – –
RF
234
Rossby Financial
Florida
$3.35K +$3.35K +71 New
CIAS
235
Capital Investment Advisory Services
North Carolina
$2.28K +$2.28K +48 New
KGP
236
Keystone Global Partners
Colorado
$48 +$48 +1 New
FTUS
237
Flow Traders U.S.
New York
– -$681K -14,266 Closed
Rockefeller Capital Management
238
Rockefeller Capital Management
New York
– -$658K -13,779 Closed
SW
239
Simplicity Wealth
New Jersey
– -$512K -10,709 Closed
WP
240
WMS Partners
Maryland
– -$502K -10,505 Closed
JWCA
241
J.W. Cole Advisors
Florida
– -$396K -8,300 Closed
GS
242
GTS Securities
New York
– -$326K -6,821 Closed
BFG
243
Bleakley Financial Group
New Jersey
– -$312K -6,521 Closed
TSS
244
Two Sigma Securities
New York
– -$302K -6,327 Closed
MC
245
McCarthy & Cox
Ohio
– -$270K -5,654 Closed
BCG
246
Breakwater Capital Group
New Jersey
– -$248K -5,197 Closed
TIAM2
247
Tru Independence Asset Management 2
Oregon
– -$240K -5,031 Closed
MG
248
MilWealth Group
Wisconsin
– -$96K -2,010 Closed
FHA
249
First Horizon Advisors
Tennessee
– -$44K -922 Closed
Wells Fargo
250
Wells Fargo
California
– -$8.41K -176 Closed
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