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Dimensional National Municipal Bond ETF
DFNM
DFNM
246 hedge funds and large institutions have $1.4B invested in Dimensional National Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 136 increasing their positions, 62 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
119% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 62
83% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 12
8% more capital invested
Capital invested by funds: $1.29B → $1.4B (+$107M)
4% more funds holding in top 10
Funds holding in top 10: 25 → 26 (+1)
2% more funds holding
Funds holding: 241 → 246 (+5)
1.2% more ownership
Funds ownership: 82.42% → 83.63% (+1.2%)
Holders
246
Holders Change
+5
Holders Change %
+2.07%
% of All Funds
3.23%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.34%
New
22
Increased
136
Reduced
62
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$22.8M |
| 2 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
+$10.6M |
| 3 |
AC
AWM Capital
Phoenix,
Arizona
|
+$8.62M |
| 4 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$6.48M |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
+$4.03M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$937K | -19,756 | Closed |
|
|
MSFS
252
Main Street Financial Solutions
Newtown,
Pennsylvania
| – | -$640K | -13,501 | Closed |
|
|
SIM
253
Stratos Investment Management
Beachwood,
Ohio
| – | -$449K | -9,475 | Closed |
|
|
LWM
254
LJI Wealth Management
Indianapolis,
Indiana
| – | -$429K | -9,043 | Closed |
|
|
KL
255
KWMG LLC
Overland Park,
Kansas
| – | -$366K | -7,710 | Closed |
|
|
EH
256
Equitable Holdings
New York
| – | -$255K | -5,370 | Closed |
|
|
SWM
257
SeaCrest Wealth Management
Purchase,
New York
| – | -$236K | -4,986 | Closed |
|
|
GWM
258
Geneos Wealth Management
Englewood,
Colorado
| – | -$97.8K | -2,063 | Closed |
|