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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 %
LWMNY
76
Landmark Wealth Management (New York)
New York
$2.43M +$154K +3,227 +7%
Truist Financial
77
Truist Financial
North Carolina
$2.4M +$45.7K +961 +2%
MG
78
Mather Group
Illinois
$2.38M +$173K +3,647 +8%
CSP
79
Cary Street Partners
Virginia
$2.33M +$171K +3,599 +8%
HSG
80
Helen Stephens Group
Texas
$2.19M +$263K +5,538 +14%
LCM
81
Liberty Capital Management
Michigan
$2.17M – – –
Jane Street
82
Jane Street
New York
$2.11M +$517K +10,866 +32%
VP
83
Verisail Partners
Georgia
$2.08M +$19.5K +410 +0.9%
PAG
84
Private Advisor Group
New Jersey
$2M -$32.3K -678 -2%
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$1.97M +$79.1K +1,662 +4%
PAS
86
Park Avenue Securities
New York
$1.92M +$6.66K +140 +0.3%
BMWS
87
Brady Martz Wealth Solutions
North Dakota
$1.9M +$1.18M +24,768 +162%
2L
88
25 LLC
Missouri
$1.87M -$71K -1,493 -4%
SC
89
Shearwater Capital
Colorado
$1.85M +$94.8K +1,992 +5%
SFP
90
SwitchPoint Financial Planning
Utah
$1.82M -$234K -4,921 -11%
HHWM
91
Hiley Hunt Wealth Management
Nebraska
$1.81M -$28.5K -597 -2%
US Bancorp
92
US Bancorp
Minnesota
$1.81M -$960K -20,172 -35%
OIA
93
OneDigital Investment Advisors
Kansas
$1.77M -$54.3K -1,141 -3%
PFM
94
Phillips Financial Management
Indiana
$1.75M -$29.3K -615 -2%
QHA
95
Quarry Hill Advisors
Minnesota
$1.72M +$248K +5,221 +17%
EWA
96
Elevate Wealth Advisory
Georgia
$1.64M -$323K -6,795 -16%
GVAG
97
Great Valley Advisor Group
Delaware
$1.58M +$16.4K +344 +1%
EC
98
Elequin Capital
New York
$1.58M +$1.58M +33,207 New
SC
99
Savant Capital
Illinois
$1.56M -$40.7K -856 -3%
CWA
100
CogentBlue Wealth Advisors
Tennessee
$1.51M +$223K +4,692 +17%
2 3
4
5 6