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
Comerica Bank
176
Comerica Bank
Texas
$719K
DI
177
Disciplined Investments
Oklahoma
$685K
IWS
178
Integrity Wealth Solutions
Colorado
$676K
BPA
179
Beacon Pointe Advisors
California
$673K
IW
180
Integrated Wealthcare
North Carolina
$614K
GFA
181
Grunden Financial Advisory
Texas
$606K
MML Investors Services
182
MML Investors Services
Massachusetts
$600K
JWM
183
JDH Wealth Management
California
$598K
WWWM
184
White Wing Wealth Management
Texas
$588K
BC
185
BDFS Capital
Delaware
$581K
ZF
186
Zhang Financial
Michigan
$578K
FWM
187
Forteris Wealth Management
New York
$574K
FIA
188
Foundations Investment Advisors
Arizona
$568K
Royal Bank of Canada
189
Royal Bank of Canada
Ontario, Canada
$559K
CSW
190
Cogent Strategic Wealth
Illinois
$552K
SWM
191
SpringVest Wealth Management
Texas
$548K
ISB
192
Iowa State Bank
Iowa
$543K
FF
193
Foundry Financial
California
$543K
MFWP
194
Mosaic Family Wealth Partners
Missouri
$528K
WWM
195
Western Wealth Management
Colorado
$525K
CFO
196
CVA Family Office
Colorado
$520K
JCM
197
Jacobi Capital Management
Pennsylvania
$517K
EWA
198
Exencial Wealth Advisors
Oklahoma
$515K
BEW
199
Burton Enright Welch
California
$514K
LWM
200
LJI Wealth Management
Indiana
$511K