DFNM icon

Dimensional National Municipal Bond ETF

265 hedge funds and large institutions have $1.6B invested in Dimensional National Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 144 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$63.9M
2 +$52.7M
3 +$25.4M
4
SC
Savant Capital
Illinois
+$19.7M
5
2L
25 LLC
Missouri
+$6.66M

Top Sellers

1 -$39.6M
2 -$10.4M
3 -$2.13M
4
US Bancorp
US Bancorp
Minnesota
-$1.53M
5
FG
Foster Group
Iowa
-$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
SWG
76
Summit Wealth Group
Vermont
$3.12M
RFP
77
Root Financial Partners
California
$3.09M
QHA
78
Quarry Hill Advisors
Minnesota
$3.09M
TCM
79
Tassel Capital Management
North Carolina
$3.06M
WA
80
Waverly Advisors
Alabama
$2.89M
BAAM
81
Baker Avenue Asset Management
California
$2.88M
JTWM
82
Jackson Thornton Wealth Management
Alabama
$2.87M
Corient Private Wealth
83
Corient Private Wealth
Florida
$2.84M
SC
84
Scratch Capital
Idaho
$2.83M
PCA
85
Prosperity Capital Advisors
Ohio
$2.81M
LFGO
86
Legacy Financial Group (Oklahoma)
Oklahoma
$2.69M
HWM
87
HB Wealth Management
Georgia
$2.69M
TFA
88
TandemGrowth Financial Advisors
Georgia
$2.69M
CSP
89
Cary Street Partners
Virginia
$2.67M
FA
90
FF Advisors
California
$2.66M
NA
91
Note Advisors
New York
$2.54M
PAG
92
Private Advisor Group
New Jersey
$2.48M
HHWM
93
Hiley Hunt Wealth Management
Nebraska
$2.36M
VP
94
Verisail Partners
Georgia
$2.36M
Financial Engines Advisors
95
Financial Engines Advisors
California
$2.33M
EAM
96
Evanson Asset Management
California
$2.3M
NRWA
97
North Ridge Wealth Advisors
Oregon
$2.29M
SC
98
Shearwater Capital
Colorado
$2.15M
TFO
99
Timonier Family Office
North Carolina
$2.14M
BP
100
BWM Planning
Texas
$2.12M