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Dimensional National Municipal Bond ETF
DFNM
DFNM
274 hedge funds and large institutions have $1.62B invested in Dimensional National Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 146 increasing their positions, 55 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
283% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 12
165% more repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 55
24% more funds holding in top 10
Funds holding in top 10: 25 → 31 (+6)
17% more capital invested
Capital invested by funds: $1.39B → $1.62B (+$230M)
12% more funds holding
Funds holding: 245 → 274 (+29)
1.34% more ownership
Funds ownership: 83.18% → 84.52% (+1.3%)
Holders
274
Holders Change
+29
Holders Change %
+11.84%
% of All Funds
3.33%
Holding in Top 10
31
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+24%
% of All Funds
0.38%
New
46
Increased
146
Reduced
55
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
+$63.9M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$52.7M |
| 3 |
WA
Waterford Advisors
Orchard Park,
New York
|
+$25.4M |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
+$20.2M |
| 5 |
2L
25 LLC
St. Louis,
Missouri
|
+$6.66M |
Top Sellers
| 1 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$39.6M |
| 2 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$10.4M |
| 3 |
Goldman Sachs
New York
|
-$2.13M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$1.53M |
| 5 |
FG
Foster Group
West Des Moines,
Iowa
|
-$1.23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PPWM
276
PFG Private Wealth Management
Lutz,
Florida
| – | -$865K | -18,022 | Closed |
|
|
BBHC
277
Brown Brothers Harriman & Co
New York
| – | -$796K | -16,600 | Closed |
|
|
CAM
278
CPA Asset Management
West Palm Beach,
Florida
| – | -$761K | -15,869 | Closed |
|
279
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$514K | -10,721 | Closed |
|
|
DAS
280
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$448K | -9,333 | Closed |
|
|
GAG
281
GM Advisory Group
Melville,
New York
| – | -$333K | -6,940 | Closed |
|
|
T
282
Tableaux
Stockbridge,
Massachusetts
| – | -$270K | -5,636 | Closed |
|
|
OWA
283
Oak Wealth Advisors
Northbrook,
Illinois
| – | -$238K | -4,959 | Closed |
|
|
ASN
284
Advisory Services Network
Atlanta,
Georgia
| – | -$146K | -3,041 | Closed |
|
|
GWSG
285
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$96K | -2,000 | Closed |
|
|
MCM
286
MAI Capital Management
Independence,
Ohio
| – | -$35.7K | -745 | Closed |
|