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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 %
JC
176
Jentner Corp
Ohio
$386K -$104K -2,185 -21%
RFP
177
RCS Financial Planning
Maryland
$376K -$41.3K -869 -10%
Comerica Bank
178
Comerica Bank
Texas
$367K +$109K +2,297 +42%
BPA
179
Beacon Pointe Advisors
California
$364K +$364K +7,642 New
AL
180
Aspiriant LLC
California
$356K – – –
FCI
181
Financial Counselors Inc
Kansas
$354K -$8.71K -183 -2%
IA
182
IFG Advisory
Georgia
$348K +$32.5K +683 +10%
BP
183
BWM Planning
Texas
$326K -$25.5K -537 -7%
FWP
184
Firethorn Wealth Partners
Georgia
$325K -$1.62K -34 -0.5%
ACA
185
Aptus Capital Advisors
Alabama
$324K -$188K -3,951 -37%
EFP
186
Envision Financial Planning
Tennessee
$316K -$238 -5 -0.1%
AWA
187
Acorn Wealth Advisors
Michigan
$311K – – –
OA
188
Oceanside Advisors
South Carolina
$309K -$839K -17,637 -73%
MWP
189
Meredith Wealth Planning
Illinois
$309K +$11.9K +250 +4%
KAM
190
KEB Asset Management
Illinois
$308K +$45.9K +964 +18%
RLIM
191
Red Lighthouse Investment Management
New York
$307K -$22.2K -462 -7%
AIP
192
Ameritas Investment Partners
Nebraska
$293K +$1.67K +35 +0.6%
VPF
193
Vantage Point Financial
Illinois
$282K -$1.09K -23 -0.4%
CSPIA
194
Cary Street Partners Investment Advisory
Virginia
$281K +$281K +5,901 New
CT
195
Colonial Trust
South Carolina
$279K -$2.57K -54 -0.9%
AQR Capital Management
196
AQR Capital Management
Connecticut
$275K -$1.81K -38 -0.7%
AC
197
Anson Capital
Georgia
$273K +$273K +5,735 New
KWM
198
KFG Wealth Management
Indiana
$265K – – –
AFA
199
Alpha Financial Advisors
North Carolina
$257K – – –
CA
200
Clune & Associates
Illinois
$253K – – –
6 7
8
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