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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 %
CFO
151
CVA Family Office
Colorado
$513K – – –
EWA
152
Exencial Wealth Advisors
Oklahoma
$501K +$501K +10,526 New
JCM
153
Jacobi Capital Management
Pennsylvania
$498K +$498K +10,478 New
XPN
154
XY Planning Network
Montana
$482K +$72.1K +1,515 +18%
DF
155
DecisionPoint Financial
Arizona
$480K – – –
VCP
156
Verus Capital Partners
Arizona
$473K +$473K +9,942 New
FOA
157
Five Oceans Advisors
California
$458K -$290K -6,102 -39%
WCM
158
Warburton Capital Management
Oklahoma
$457K -$12.4K -261 -3%
MWG
159
Martin Worley Group
Utah
$456K +$4.71K +99 +1%
GOCP
160
Great Oak Capital Partners
Massachusetts
$453K – – –
ME
161
McIlrath & Eck
Washington
$450K +$84.8K +1,783 +23%
BH
162
Burk Holdings
Oklahoma
$434K -$21.6K -455 -5%
AA
163
ArborFi Advisors
Michigan
$429K +$104K +2,181 +32%
BWG
164
Beta Wealth Group
California
$427K -$29.5K -621 -6%
CA
165
Claris Advisors
Missouri
$421K -$73.8K -1,552 -15%
BI
166
Beckerman Institutional
New Jersey
$421K +$2.14K +45 +0.5%
Morgan Stanley
167
Morgan Stanley
New York
$420K +$48 +1 +0%
LWM
168
LJI Wealth Management
Indiana
$420K -$14.3K -300 -3%
PAM
169
Pacific Asset Management
Washington
$417K +$33.5K +705 +9%
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$409K -$20.2K -424 -5%
GJIA
171
Glass Jacobson Investment Advisors
Maryland
$408K – – –
CC
172
Copperleaf Capital
North Carolina
$403K -$4.19K -88 -1%
PWA
173
Physician Wealth Advisors
Utah
$402K +$190K +3,995 +90%
TFP
174
Triune Financial Partners
Kansas
$401K +$2.28K +48 +0.6%
BI
175
Binnacle Investments
Iowa
$401K +$401K +8,430 New
5 6
7
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