DFNM icon

Dimensional National Municipal Bond ETF

271 hedge funds and large institutions have $1.74B invested in Dimensional National Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 156 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
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 Sellers

1 -$10.3M
2 -$9.39M
3 -$6.62M
4
HighTower Advisors
HighTower Advisors
Illinois
-$5.2M
5
EC
Elequin Capital
New York
-$4.78M
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
101
Park Avenue Securities
New York
$2.18M
BJB
102
Broadhurst Jeffrey B
$2.14M
CWP
103
Concord Wealth Partners
Virginia
$2.12M
SC
104
Shearwater Capital
Colorado
$2.11M
WCM
105
Warburton Capital Management
Oklahoma
$2.09M
JTWM
106
Jackson Thornton Wealth Management
Alabama
$2.05M
CSP
107
Cary Street Partners
Virginia
$2M
SWA
108
Sax Wealth Advisors
New Jersey
$1.98M
SFP
109
SwitchPoint Financial Planning
Utah
$1.96M
MG
110
Mather Group
Illinois
$1.96M
VT
111
Vise Technologies
New York
$1.93M
PFA
112
Pure Financial Advisors
California
$1.9M
FCM
113
Family Capital Management
Michigan
$1.85M
HWMC
114
Heritage Wealth Management (California)
California
$1.82M
FFA
115
Farther Finance Advisors
California
$1.81M
KCWM
116
Kane Co Wealth Management
Iowa
$1.79M
HTWM
117
Hartmann Taylor Wealth Management
Texas
$1.79M
NWM
118
Northwest Wealth Management
Iowa
$1.78M
LWMNY
119
Landmark Wealth Management (New York)
New York
$1.77M
GOCP
120
Great Oak Capital Partners
Massachusetts
$1.76M
EWA
121
Elevate Wealth Advisory
Georgia
$1.76M
SEI Investments
122
SEI Investments
Pennsylvania
$1.72M
EAM
123
Evanson Asset Management
California
$1.67M
GVAG
124
Great Valley Advisor Group
Delaware
$1.65M
WAP
125
Wealthcare Advisory Partners
Pennsylvania
$1.62M