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Dimensional National Municipal Bond ETF
DFNM

Overview Fund Activity

236 hedge funds and large institutions have $1.21B invested in Dimensional National Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 99 increasing their positions, 81 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+8
Holders Change %
+3.51%
% of All Funds
3.21%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.31%
New
25
Increased
99
Reduced
81
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$14.2M
2
HighTower Advisors
HighTower Advisors
Illinois
+$9.48M
3
SFA
Sequoia Financial Advisors
Ohio
+$6.24M
4
AC
Apella Capital
Connecticut
+$4.26M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$3.47M

Top Sellers

1
GM
GeoWealth Management
Illinois
-$6.07M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$4.04M
3
AC
AWM Capital
Arizona
-$2.6M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.23M
5
FG
Foster Group
Iowa
-$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLLW
26
Graves Light Lenhart Wealth
Virginia
$11.9M +$851K +17,893 +8%
RCA
27
Resonant Capital Advisors
Wisconsin
$11.2M +$2.29M +48,112 +26%
VF
28
Vestment Financial
Minnesota
$9.75M +$936K +19,622 +11%
IWC
29
Integrated Wealth Concepts
Massachusetts
$9.34M -$151K -3,164 -2%
WFA
30
West Financial Advisors
Iowa
$8.74M +$502K +10,562 +6%
MCA
31
Maryland Capital Advisors
Maryland
$8.7M -$295K -6,207 -3%
VFP
32
Vested Financial Planning
California
$8.7M -$189K -3,980 -2%
CFGF
33
Compass Financial Group (Florida)
Florida
$8.47M -$269K -5,664 -3%
CIM
34
Confluence Investment Management
Missouri
$8.24M -$200K -4,194 -2%
DWM
35
David Wealth Management
Virginia
$8.23M +$313K +6,590 +4%
E
36
EntreWealth
Texas
$7.57M +$881K +18,520 +13%
CFO
37
Collective Family Office
Pennsylvania
$7.34M -$522K -10,980 -7%
Osaic Holdings
38
Osaic Holdings
Arizona
$6.24M +$2.91M +61,253 +88%
VPWA
39
Vestia Personal Wealth Advisors
Indiana
$5.78M +$258K +5,422 +5%
CWM
40
Core Wealth Management
Florida
$5.6M +$1.32M +27,811 +31%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$5.58M +$45.3K +953 +0.8%
Corient Private Wealth
42
Corient Private Wealth
Florida
$5.25M -$80.8K -1,698 -2%
CC
43
Citrine Capital
California
$5.08M +$2.62M +55,092 +107%
UWM
44
United Wealth Management
Virginia
$4.74M +$164K +3,443 +4%
PWIA
45
Porter White Investment Advisors
Alabama
$4.71M +$67.2K +1,413 +1%
WAG
46
Wheelhouse Advisory Group
Missouri
$4.55M +$2.6M +54,579 +133%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$4.42M +$368K +7,742 +9%
LFGO
48
Legacy Financial Group (Oklahoma)
Oklahoma
$4.42M -$81.1K -1,705 -2%
AIS
49
American Investment Services
Massachusetts
$4.26M -$144K -3,032 -3%
EAM
50
Evanson Asset Management
California
$4.03M -$524K -11,022 -12%
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