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Dimensional National Municipal Bond ETF

293 hedge funds and large institutions have $1.96B invested in Dimensional National Municipal Bond ETF in 2026 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 168 increasing their positions, 67 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

151% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 67

11% more capital invested

Capital invested by funds: $1.76B → $1.96B (+$199M)

6% more funds holding

Funds holding: 276293 (+17)

3.23% more ownership

Funds ownership: 85.59%88.82% (+3.2%)

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

Holders
293
Holders Change
+17
Holders Change %
+6.16%
% of All Funds
3.55%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.38%
New
31
Increased
168
Reduced
67
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWL
176
Generations Wealth LLC
Ohio
$899K -$554K -11,498 -38%
PWP
177
Ponta Wealth Partners
Florida
$875K -$16.2K -336 -2%
RGC
178
Roberts, Glore & Co
Illinois
$857K
WAP
179
Wealthcare Advisory Partners
Pennsylvania
$834K -$795K -16,483 -49%
MML Investors Services
180
MML Investors Services
Massachusetts
$826K +$216K +4,473 +35%
PFM
181
Phillips Financial Management
Indiana
$818K -$176K -3,655 -18%
JWM
182
JP Wealth Management
South Carolina
$815K
JWM
183
JDH Wealth Management
California
$815K +$132K +2,738 +19%
FF
184
Friday Financial
Iowa
$807K +$140K +2,911 +21%
CBT
185
Crews Bank & Trust
Florida
$758K
PWA
186
Physician Wealth Advisors
Utah
$745K +$6.27K +130 +0.9%
P
187
&Partners
Tennessee
$744K
DI
188
Disciplined Investments
Oklahoma
$738K +$75.3K +1,561 +11%
AC
189
Anson Capital
Georgia
$724K +$208K +4,312 +40%
HWM
190
HBE Wealth Management
Nebraska
$717K +$716K +14,838 New
IWS
191
Integrity Wealth Solutions
Colorado
$707K -$13.6K -283 -2%
PWS
192
Physician Wealth Solutions
Nevada
$696K -$24.9K -517 -3%
SWM
193
SpringVest Wealth Management
Texas
$650K +$101K +2,084 +18%
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$629K -$68.1K -1,412 -10%
IW
195
Integrated Wealthcare
North Carolina
$625K +$8.25K +171 +1%
GJIA
196
Glass Jacobson Investment Advisors
Maryland
$593K +$4.24K +88 +0.7%
BJB
197
Broadhurst Jeffrey B
$580K -$1.57M -32,616 -73%
MFWP
198
Mosaic Family Wealth Partners
Missouri
$552K +$11.7K +243 +2%
ISB
199
Iowa State Bank
Iowa
$545K
KRW
200
Kaufman Rossin Wealth
Florida
$542K +$201K +4,172 +59%

DFNM Hedge Fund Activity: Q2 2026 in Review

293 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in Dimensional National Municipal Bond ETF (DFNM) for Q2 2026, worth a combined $1.96B — up 11% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DFNM positions and 8 closed out — a net gain of 23 holders — while 168 added to existing stakes and 67 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $40.9M. The largest seller was HighTower Advisors, cutting an estimated $14.4M.

  • 293 institutional investors held Dimensional National Municipal Bond ETF (DFNM) as of Q2 2026, up from 276 in Q1 2026.
  • Funds reported $1.96B of Dimensional National Municipal Bond ETF stock for Q2 2026, up 11% quarter-over-quarter.
  • 31 funds opened new Dimensional National Municipal Bond ETF positions in Q2 2026 and 8 closed out, a net change of +23 holders.
  • The largest Dimensional National Municipal Bond ETF buyer in Q2 2026 was Focus Partners Wealth, an estimated $40.9M added.
  • The largest Dimensional National Municipal Bond ETF seller in Q2 2026 was HighTower Advisors, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2026.