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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 %
VFP
51
Verus Financial Partners
Virginia
$3.99M +$193K +4,096 +5%
RIM
52
RW Investment Management
Idaho
$3.91M -$2.57K -54 -0.1%
Stifel Financial
53
Stifel Financial
Missouri
$3.87M +$156K +3,286 +4%
WFAG
54
Wescott Financial Advisory Group
Pennsylvania
$3.79M -$496K -10,437 -12%
SWA
55
Sax Wealth Advisors
New Jersey
$3.69M -$1.16M -24,307 -24%
DWM
56
Dopkins Wealth Management
New York
$3.68M +$943K +19,818 +34%
PCA
57
Prosperity Capital Advisors
Ohio
$3.63M -$280K -5,865 -7%
WA
58
Waverly Advisors
Alabama
$3.56M -$123K -2,593 -3%
MWM
59
Modera Wealth Management
New Jersey
$3.56M -$81.5K -1,713 -2%
AF
60
Allworth Financial
California
$3.44M -$696K -14,788 -17%
PP
61
PrairieView Partners
Minnesota
$3.44M +$906K +19,039 +36%
GAM
62
GEM Asset Management
Michigan
$3.43M -$87.7K -1,840 -2%
DPW
63
DiNuzzo Private Wealth
Pennsylvania
$3.39M +$314K +6,600 +10%
Financial Engines Advisors
64
Financial Engines Advisors
California
$3.33M +$510K +10,722 +18%
VWM
65
Vermillion Wealth Management
Minnesota
$3.32M -$512K -10,763 -13%
BWM
66
BCO Wealth Management
New Mexico
$3.22M +$419K +8,806 +15%
AFO
67
Aurelius Family Office
New Hampshire
$3.04M +$178K +3,744 +6%
PL
68
Plancorp LLC
Missouri
$3.02M +$3.02M +63,487 New
TFO
69
Timonier Family Office
North Carolina
$2.92M -$30.7K -645 -1%
TCM
70
Tassel Capital Management
North Carolina
$2.87M -$648K -13,621 -18%
BAAM
71
Baker Avenue Asset Management
California
$2.69M +$426K +8,959 +19%
FA
72
FF Advisors
California
$2.65M +$805 +17 +0%
NRWA
73
North Ridge Wealth Advisors
Oregon
$2.51M +$297K +6,249 +13%
HTWM
74
Hartmann Taylor Wealth Management
Texas
$2.45M +$2.45M +51,450 New
MWA
75
Mills Wealth Advisors
Texas
$2.43M -$200K -4,202 -8%
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