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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 %
OCM
126
One Capital Management
California
$853K +$853K +17,935 New
SWA
127
Sterling Wealth Advisors
Florida
$834K -$20.2K -424 -2%
OWA
128
Oak Wealth Advisors
Illinois
$820K +$25.5K +536 +3%
BBHC
129
Brown Brothers Harriman & Co
New York
$790K – – –
DI
130
Disciplined Investments
Oklahoma
$729K – – –
RCAG
131
Rehmann Capital Advisory Group
Michigan
$728K – – –
PWM
132
Parkworth Wealth Management
California
$726K +$76.2K +1,602 +12%
JWM
133
JDH Wealth Management
California
$691K +$485K +10,189 +235%
WAP
134
Wealthcare Advisory Partners
Pennsylvania
$683K +$683K +14,367 New
FF
135
Friday Financial
Iowa
$675K – – –
Kovitz Investment Group Partners
136
Kovitz Investment Group Partners
Illinois
$615K +$38.3K +804 +7%
T
137
Tableaux
Massachusetts
$608K -$81.7K -1,717 -12%
WA
138
Wealthstream Advisors
New York
$602K – – –
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$585K -$2.66K -56 -0.5%
CBT
140
Crews Bank & Trust
Florida
$581K +$29.7K +625 +5%
EIA
141
Eldridge Investment Advisors
New Hampshire
$576K -$97.7K -2,054 -15%
DAS
142
Dynamic Advisor Solutions
Arizona
$569K +$523 +11 +0.1%
Betterment LLC
143
Betterment LLC
New York
$557K +$96.8K +2,033 +21%
MML Investors Services
144
MML Investors Services
Massachusetts
$552K -$678K -14,260 -55%
SWM
145
SpringVest Wealth Management
Texas
$541K – – –
ISB
146
Iowa State Bank
Iowa
$536K +$536K +11,271 New
WWM
147
Western Wealth Management
Colorado
$536K -$25.5K -535 -5%
Creative Planning
148
Creative Planning
Kansas
$523K +$11.4K +240 +2%
GFA
149
Grunden Financial Advisory
Texas
$519K +$2.95K +62 +0.6%
CWP
150
Concord Wealth Partners
Virginia
$517K +$517K +10,860 New
4 5
6
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