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Dimensional National Municipal Bond ETF
DFNM

Overview Fund Activity

237 hedge funds and large institutions have $1.27B invested in Dimensional National Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 105 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.18%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.32%
New
22
Increased
105
Reduced
89
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FG
1
Foster Group
Iowa
$71.3M
2
AL
2
Aspiriant LLC
California
$16.5M
3
MWM
3
Mattern Wealth Management
Kansas
$26.3M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$11.1M
5
AC
5
AWM Capital
Arizona
$22.4M

Top Sellers

1
AWM
1
Austin Wealth Management
Texas
$17.9M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.51M
3
TI
3
Truepoint Inc
Ohio
$125M
4
RIP
4
RAM Investment Partners
Washington
$15.9M
5
PCA
5
Prosperity Capital Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$4.49M -$1.08M -22,780 -19%
VFP
52
Verus Financial Partners
Virginia
$4.46M +$437K +9,214 +11%
FWM
53
Forza Wealth Management
Florida
$4.27M +$4.27M +90,000 New
Corient Private Wealth
54
Corient Private Wealth
Florida
$4.05M -$1.18M -24,910 -23%
EAM
55
Evanson Asset Management
California
$3.87M -$148K -3,125 -4%
WA
56
Waverly Advisors
Alabama
$3.83M +$279K +5,879 +8%
Stifel Financial
57
Stifel Financial
Missouri
$3.77M -$79.9K -1,685 -2%
WFAG
58
Wescott Financial Advisory Group
Pennsylvania
$3.75M -$28.1K -593 -0.7%
RIM
59
RW Investment Management
Idaho
$3.62M -$285K -5,999 -7%
LFGO
60
Legacy Financial Group (Oklahoma)
Oklahoma
$3.61M -$796K -16,783 -18%
VWM
61
Vermillion Wealth Management
Minnesota
$3.6M +$289K +6,085 +9%
BWM
62
BCO Wealth Management
New Mexico
$3.48M +$266K +5,616 +8%
DPW
63
DiNuzzo Private Wealth
Pennsylvania
$3.35M -$34.2K -722 -1%
MWM
64
Modera Wealth Management
New Jersey
$3.3M -$242K -5,110 -7%
HSG
65
Helen Stephens Group
Texas
$3.3M +$1.12M +23,598 +51%
GAM
66
GEM Asset Management
Michigan
$3.18M -$229K -4,829 -7%
PP
67
PrairieView Partners
Minnesota
$3.14M -$287K -6,052 -8%
HWM
68
HB Wealth Management
Georgia
$3.14M +$2.05M +43,161 +188%
SWG
69
Summit Wealth Group
Vermont
$3.09M +$2.85M +60,110 +1,188%
AIS
70
American Investment Services
Massachusetts
$3.09M -$1.16M -24,454 -27%
AFO
71
Aurelius Family Office
New Hampshire
$3.04M +$9.2K +194 +0.3%
AF
72
Allworth Financial
California
$2.91M -$559K -11,787 -16%
TCM
73
Tassel Capital Management
North Carolina
$2.89M +$34K +717 +1%
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$2.79M -$1.62M -34,183 -37%
2L
75
25 LLC
Missouri
$2.76M +$895K +18,872 +48%
1 2
3
4 5