DFNM icon

Dimensional National Municipal Bond ETF

272 hedge funds and large institutions have $1.61B invested in Dimensional National Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 145 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
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 Buyers

1 +$63.9M
2 +$52.7M
3 +$25.4M
4
SC
Savant Capital
Illinois
+$20.2M
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
SEI Investments
126
SEI Investments
Pennsylvania
$1.57M
WFA
127
Websterrogers Financial Advisors
South Carolina
$1.53M
NWM
128
Northwest Wealth Management
Iowa
$1.53M
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$1.52M
LWMNY
130
Landmark Wealth Management (New York)
New York
$1.52M
FTUS
131
Flow Traders U.S.
New York
$1.48M
XPN
132
XY Planning Network
Montana
$1.48M
NA
133
NewEdge Advisors
Louisiana
$1.45M
KAS
134
Kestra Advisory Services
Texas
$1.41M
PWM
135
Platform Wealth Management
Utah
$1.38M
OCM
136
One Capital Management
California
$1.36M
DFS
137
Demming Financial Services
Ohio
$1.35M
SRCM
138
Signature Resources Capital Management
California
$1.35M
SWM
139
Sterling Wealth Management
Illinois
$1.35M
KCWM
140
Kane Co Wealth Management
Iowa
$1.34M
ODA
141
One Degree Advisors
California
$1.31M
WAP
142
Wealthcare Advisory Partners
Pennsylvania
$1.3M
FFA
143
Farther Finance Advisors
California
$1.29M
Jones Financial Companies
144
Jones Financial Companies
Missouri
$1.29M
Betterment LLC
145
Betterment LLC
New York
$1.28M
OIA
146
OneDigital Investment Advisors
Kansas
$1.28M
W
147
WPWealth
Texas
$1.26M
NDWM
148
New Dimensions Wealth Management
Texas
$1.21M
HA
149
Heffernan Advisory
Arizona
$1.2M
CWA
150
CogentBlue Wealth Advisors
Tennessee
$1.15M