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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 %
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$1.47M +$89.9K +1,889 +6%
CAM
102
CPA Asset Management
Florida
$1.45M +$7.42K +156 +0.5%
FCM
103
Family Capital Management
Michigan
$1.44M +$879K +18,474 +155%
SIS
104
Strategic Investment Solutions
Illinois
$1.37M -$233K -4,889 -15%
HWMC
105
Heritage Wealth Management (California)
California
$1.33M +$96.8K +2,035 +8%
BCM
106
Blume Capital Management
California
$1.29M -$229K -4,820 -15%
NA
107
NewEdge Advisors
Louisiana
$1.28M +$790K +16,613 +161%
IWS
108
Integrity Wealth Solutions
Colorado
$1.24M -$281K -5,917 -19%
NWM
109
Northwest Wealth Management
Iowa
$1.23M +$414K +8,711 +51%
PWS
110
Physician Wealth Solutions
Nevada
$1.21M -$17K -358 -1%
SC
111
Scratch Capital
Idaho
$1.17M +$66.7K +1,402 +6%
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$1.11M -$101K -2,117 -8%
HWM
113
HB Wealth Management
Georgia
$1.09M +$1.09M +22,994 New
JTWM
114
Jackson Thornton Wealth Management
Alabama
$1.07M +$384K +8,150 +56%
ODA
115
One Degree Advisors
California
$1.07M -$8.28K -174 -0.8%
IAG
116
Investmark Advisory Group
Connecticut
$1.05M – – –
WWWM
117
White Wing Wealth Management
Texas
$1.04M -$257K -5,459 -20%
WFA
118
Websterrogers Financial Advisors
South Carolina
$1.01M -$114K -2,397 -10%
RGC
119
Roberts, Glore & Co
Illinois
$980K – – –
MSFS
120
Main Street Financial Solutions
Pennsylvania
$958K -$44.9K -944 -4%
PFA
121
Pure Financial Advisors
California
$917K +$51.8K +1,089 +6%
W
122
WPWealth
Texas
$908K -$20.6K -432 -2%
SIAG
123
Safeguard Investment Advisory Group
California
$905K -$211K -4,439 -19%
NA
124
Note Advisors
New York
$902K +$185K +3,898 +26%
NDWM
125
New Dimensions Wealth Management
Texas
$864K +$864K +18,160 New
3 4
5
6 7