We are live on ! Find out more
DFNM icon

Dimensional National Municipal Bond ETF

274 hedge funds and large institutions have $1.62B invested in Dimensional National Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 146 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 12

165% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 55

24% more funds holding in top 10

Funds holding in top 10: 2531 (+6)

17% more capital invested

Capital invested by funds: $1.39B → $1.62B (+$230M)

12% more funds holding

Funds holding: 245274 (+29)

1.34% more ownership

Funds ownership: 83.18%84.52% (+1.3%)

Holders
274
Holders Change
+29
Holders Change %
+11.84%
% of All Funds
3.33%
Holding in Top 10
31
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+24%
% of All Funds
0.38%
New
46
Increased
146
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWL
176
Generations Wealth LLC
Ohio
$734K +$734K +15,229 New
FF
177
Friday Financial
Iowa
$731K +$23.2K +481 +3%
Comerica Bank
178
Comerica Bank
Texas
$719K +$8K +166 +1%
DI
179
Disciplined Investments
Oklahoma
$685K -$24.1K -500 -3%
IWS
180
Integrity Wealth Solutions
Colorado
$676K -$192K -3,983 -22%
BPA
181
Beacon Pointe Advisors
California
$673K +$18.5K +384 +3%
IW
182
Integrated Wealthcare
North Carolina
$614K +$614K +12,750 New
GFA
183
Grunden Financial Advisory
Texas
$606K +$5.54K +115 +0.9%
MML Investors Services
184
MML Investors Services
Massachusetts
$600K -$95.8K -1,988 -14%
JWM
185
JDH Wealth Management
California
$598K +$164K +3,403 +38%
WWWM
186
White Wing Wealth Management
Texas
$588K -$496K -10,294 -46%
BC
187
BDFS Capital
Delaware
$581K +$581K +12,062 New
ZF
188
Zhang Financial
Michigan
$578K +$578K +12,000 New
FWM
189
Forteris Wealth Management
New York
$574K +$574K +11,915 New
FIA
190
Foundations Investment Advisors
Arizona
$568K +$178K +3,688 +46%
Royal Bank of Canada
191
Royal Bank of Canada
Ontario, Canada
$559K -$401K -8,312 -42%
CSW
192
Cogent Strategic Wealth
Illinois
$552K +$549K +11,403 New
SWM
193
SpringVest Wealth Management
Texas
$548K
ISB
194
Iowa State Bank
Iowa
$543K
FF
195
Foundry Financial
California
$543K +$543K +11,264 New
MFWP
196
Mosaic Family Wealth Partners
Missouri
$528K +$40.1K +833 +8%
WWM
197
Western Wealth Management
Colorado
$525K +$76.4K +1,585 +17%
CFO
198
CVA Family Office
Colorado
$520K
JCM
199
Jacobi Capital Management
Pennsylvania
$517K +$4.72K +98 +0.9%
EWA
200
Exencial Wealth Advisors
Oklahoma
$515K