DFNM icon

Dimensional National Municipal Bond ETF

237 hedge funds and large institutions have $1.27B invested in Dimensional National Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 105 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
176
EverSource Wealth Advisors
Alabama
$430K
BI
177
Beckerman Institutional
New Jersey
$430K
LWM
178
LJI Wealth Management
Indiana
$429K
GJIA
179
Glass Jacobson Investment Advisors
Maryland
$419K
Morgan Stanley
180
Morgan Stanley
New York
$417K
BH
181
Burk Holdings
Oklahoma
$406K
MWM
182
Meridian Wealth Management
Kentucky
$403K
RFP
183
RCS Financial Planning
Maryland
$401K
PWA
184
Physician Wealth Advisors
Utah
$401K
LCWP
185
Legacy Capital Wealth Partners
Arkansas
$395K
BWG
186
Beta Wealth Group
California
$393K
CC
187
Copperleaf Capital
North Carolina
$388K
JC
188
Jentner Corp
Ohio
$385K
Cetera Investment Advisers
189
Cetera Investment Advisers
Illinois
$383K
AC
190
Anson Capital
Georgia
$376K
LPP
191
Life Planning Partners
Florida
$373K
MWP
192
Meredith Wealth Planning
Illinois
$369K
KL
193
KWMG LLC
Kansas
$366K
ME
194
McIlrath & Eck
Washington
$365K
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$359K
JWM
196
JDH Wealth Management
California
$356K
ACA
197
Aptus Capital Advisors
Alabama
$356K
IA
198
IFG Advisory
Georgia
$352K
RFP
199
Root Financial Partners
California
$350K
MT
200
Midwest Trust
Kansas
$345K