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
VF
26
Vestment Financial
Minnesota
$15.5M +$1.74M +35,938 +13%
YWM
27
Yardley Wealth Management
Pennsylvania
$15.4M +$878K +18,126 +6%
SC
28
Savant Capital
Illinois
$14.9M -$10.3M -212,839 -41%
WAG
29
Wheelhouse Advisory Group
Missouri
$13.3M +$2.43M +50,119 +22%
SCA
30
Strathmore Capital Advisors
North Carolina
$13.1M -$882K -18,199 -6%
RCA
31
Resonant Capital Advisors
Wisconsin
$13M -$766K -15,815 -6%
BMWS
32
Brady Martz Wealth Solutions
North Dakota
$11.9M +$2.35M +48,572 +24%
DWM
33
Dopkins Wealth Management
New York
$11.5M +$997K +20,573 +9%
AF
34
Allworth Financial
California
$10.9M +$4.71M +97,262 +75%
E
35
EntreWealth
Texas
$10.2M +$527K +10,883 +5%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$10M -$6.62M -136,578 -40%
2L
37
25 LLC
Missouri
$9.97M +$265K +5,462 +3%
CIM
38
Confluence Investment Management
Missouri
$9.84M -$202K -4,161 -2%
IWC
39
Integrated Wealth Concepts
Massachusetts
$9.81M +$680K +14,037 +7%
VFP
40
Vested Financial Planning
California
$9.71M -$82.4K -1,701 -0.8%
WFA
41
West Financial Advisors
Iowa
$9.68M +$586K +12,103 +6%
CC
42
Citrine Capital
California
$9.24M +$1.28M +26,346 +16%
CIA
43
Concurrent Investment Advisors
Florida
$9.21M +$9.31M +192,157 New
GWMT
44
Guardian Wealth Management (Tennessee)
Tennessee
$8.96M +$1.87M +38,488 +26%
PL
45
Plancorp LLC
Missouri
$8.49M +$36.5K +753 +0.4%
PWIA
46
Porter White Investment Advisors
Alabama
$8.15M +$50.4K +1,040 +0.6%
RIM
47
RW Investment Management
Idaho
$7.95M +$8.04M +165,862 New
CFGF
48
Compass Financial Group (Florida)
Florida
$7.93M -$50.8K -1,048 -0.6%
OCA
49
Optimus Capital Advisors
Texas
$7.25M +$40.8K +842 +0.6%
VPWA
50
Vestia Personal Wealth Advisors
Indiana
$7.08M +$521K +10,748 +8%