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
BCM
151
Blume Capital Management
California
$1.09M
IAG
152
Investmark Advisory Group
Connecticut
$1.07M
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
$1.02M
BPA
154
Beacon Pointe Advisors
California
$1M
AA
155
ArborFi Advisors
Michigan
$995K
PFM
156
Phillips Financial Management
Indiana
$986K
CPW
157
Cogent Private Wealth
Florida
$957K
KAM
158
KEB Asset Management
Illinois
$952K
SWA
159
Sterling Wealth Advisors
Florida
$925K
Cambridge Investment Research Advisors
160
Cambridge Investment Research Advisors
Iowa
$896K
PWP
161
Ponta Wealth Partners
Florida
$883K
SIAG
162
Safeguard Investment Advisory Group
California
$883K
AWMM
163
Aegis Wealth Management (Maryland)
Maryland
$858K
RGC
164
Roberts, Glore & Co
Illinois
$850K
JWM
165
JP Wealth Management
South Carolina
$809K
PIFP
166
Partners in Financial Planning
Virginia
$765K
FPI
167
Financial Plan Inc
Washington
$755K
CBT
168
Crews Bank & Trust
Florida
$752K
CSW
169
Cogent Strategic Wealth
Illinois
$751K
P
170
&Partners
Tennessee
$738K
PWA
171
Physician Wealth Advisors
Utah
$733K
VAG
172
VisionPoint Advisory Group
Texas
$723K
PWS
173
Physician Wealth Solutions
Nevada
$715K
IWS
174
Integrity Wealth Solutions
Colorado
$714K
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$691K