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Dimensional National Municipal Bond ETF
DFNM

Overview Fund Activity

236 hedge funds and large institutions have $1.24B invested in Dimensional National Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 104 increasing their positions, 89 reducing their positions, and 21 closing their positions.

Holders
236
Holders Change
–
Holders Change %
0%
% of All Funds
3.17%
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
104
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 Market Value Shares Shares
Change 		Shares
Change %
BAAM
76
Baker Avenue Asset Management
California
$2.61M 54,972 -1,510 -3%
CSP
77
Cary Street Partners
Virginia
$2.6M 54,775 +5,885 +12%
THL
78
Tillman Hartley LLC
Colorado
$2.55M 53,681 +53,681 New
PFGIA
79
Patriot Financial Group Insurance Agency
Massachusetts
$2.44M 51,377 +10,005 +24%
Truist Financial
80
Truist Financial
North Carolina
$2.4M 50,665 +227 +0.5%
TFO
81
Timonier Family Office
North Carolina
$2.25M 47,474 -13,946 -23%
VP
82
Verisail Partners
Georgia
$2.13M 44,840 +1,095 +3%
LCM
83
Liberty Capital Management
Michigan
$2.11M 44,468 -1,193 -3%
PAG
84
Private Advisor Group
New Jersey
$2.04M 43,070 +943 +2%
PAS
85
Park Avenue Securities
New York
$2.02M 42,496 +2,197 +5%
SWA
86
Sax Wealth Advisors
New Jersey
$1.97M 41,463 -36,095 -47%
SC
87
Shearwater Capital
Colorado
$1.9M 40,051 +1,076 +3%
GOCP
88
Great Oak Capital Partners
Massachusetts
$1.88M 39,624 +30,110 +316%
LWMNY
89
Landmark Wealth Management (New York)
New York
$1.86M 39,142 -11,922 -23%
QHA
90
Quarry Hill Advisors
Minnesota
$1.82M 38,427 +2,271 +6%
PFA
91
Pure Financial Advisors
California
$1.82M 38,351 +19,078 +99%
HHWM
92
Hiley Hunt Wealth Management
Nebraska
$1.81M 38,041 +133 +0.4%
US Bancorp
93
US Bancorp
Minnesota
$1.8M 37,952 – –
OMC
94
Old Mission Capital
Illinois
$1.79M 37,774 +37,774 New
MWG
95
Martin Worley Group
Utah
$1.79M 37,726 +28,146 +294%
NRWA
96
North Ridge Wealth Advisors
Oregon
$1.79M 37,657 -15,046 -29%
HTWM
97
Hartmann Taylor Wealth Management
Texas
$1.77M 37,250 -14,200 -28%
MG
98
Mather Group
Illinois
$1.75M 36,938 -13,171 -26%
MWA
99
Mills Wealth Advisors
Texas
$1.71M 35,995 -15,174 -30%
EWA
100
Elevate Wealth Advisory
Georgia
$1.71M 35,968 +1,478 +4%
2 3
4
5 6