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Dimensional National Municipal Bond ETF
DFNM

Overview Fund Activity

237 hedge funds and large institutions have $1.27B invested in Dimensional National Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 105 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.18%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.32%
New
22
Increased
105
Reduced
89
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FG
1
Foster Group
Iowa
$71.3M
2
AL
2
Aspiriant LLC
California
$16.5M
3
MWM
3
Mattern Wealth Management
Kansas
$26.3M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$11.1M
5
AC
5
AWM Capital
Arizona
$22.4M

Top Sellers

1
AWM
1
Austin Wealth Management
Texas
$17.9M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.51M
3
TI
3
Truepoint Inc
Ohio
$125M
4
RIP
4
RAM Investment Partners
Washington
$15.9M
5
PCA
5
Prosperity Capital Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFM
251
Clear Creek Financial Management
Washington
– -$241K -5,056 Closed
DPI
252
Diversified Portfolios Inc
Michigan
– -$232K -4,875 Closed
SRC
253
Sage Rhino Capital
California
– -$222K -4,673 Closed
SHF
254
Stage Harbor Financial
Massachusetts
– -$219K -4,611 Closed
WP
255
Wealthspan Partners
Iowa
– -$201K -4,224 Closed
PS
256
Principal Securities
Iowa
– -$39.7K -831 Closed
PNC Financial Services Group
257
PNC Financial Services Group
Pennsylvania
– -$5.95K -125 Closed
KGP
258
Keystone Global Partners
Colorado
– -$48 -1 Closed
7 8 9 10
11