We are live on ! Find out more
DFNM icon

Dimensional National Municipal Bond ETF

275 hedge funds and large institutions have $1.75B invested in Dimensional National Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 159 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more repeat investments, than reductions

Existing positions increased: 159 | 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: $1.62B → $1.75B (+$133M)

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

0.68% more ownership

Funds ownership: 84.52%85.2% (+0.68%)

0% more funds holding

Funds holding: 274275 (+1)

Holders
275
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
3.39%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.39%
New
24
Increased
159
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
251
Apollon Financial
South Carolina
$246K +$248K +5,126 New
US Bancorp
252
US Bancorp
Minnesota
$219K -$82.4K -1,700 -27%
NWM
253
Navigoe Wealth Management
California
$206K +$11K +227 +6%
ASN
254
Advisory Services Network
Georgia
$165K +$167K +3,442 New
AIP
255
Ameritas Investment Partners
Nebraska
$159K +$921 +19 +0.6%
OA
256
Operose Advisors
Wisconsin
$155K +$872 +18 +0.6%
BA
257
Blueline Advisors
New Hampshire
$151K +$37.7K +778 +33%
CSPIA
258
Cary Street Partners Investment Advisory
Virginia
$142K +$5.18K +107 +4%
MWA
259
Medallion Wealth Advisors
Connecticut
$120K +$10.7K +220 +10%
UB
260
UMB Bank
Missouri
$105K +$106K +2,191 New
HI
261
Harbour Investments
Wisconsin
$88.2K +$89.2K +1,841 New
NRG
262
Nemes Rush Group
Michigan
$79.4K +$436 +9 +0.5%
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$64.9K +$6.98K +144 +12%
CSB
264
City State Bank
Iowa
$49.8K
RF
265
Rossby Financial
Florida
$34.4K +$31.3K +646 +923%
SIC
266
SJS Investment Consulting
Ohio
$34K +$969 +20 +3%
PA
267
Parallel Advisors
California
$22.9K +$97 +2 +0.4%
MAS
268
MPWM Advisory Solutions
Georgia
$19.7K
AF
269
Advisornet Financial
Minnesota
$15.3K +$97 +2 +0.6%
TCM
270
Tradewinds Capital Management
Washington
$15.1K +$97 +2 +0.6%
RG
271
RHL Group
Michigan
$12.4K -$10.5K -216 -46%
LFG
272
Larson Financial Group
Missouri
$5.99K
PNC Financial Services Group
273
PNC Financial Services Group
Pennsylvania
$4.7K +$4.75K +98 New
HNB
274
Huntington National Bank
Ohio
$3.35K
CIAS
275
Capital Investment Advisory Services
North Carolina
$2.21K