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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 %
CAG
201
Csenge Advisory Group
Florida
$252K -$1.79K -38 -0.7%
SPC
202
Sigma Planning Corp
Michigan
$250K -$14.3K -300 -5%
SWM
203
Seaside Wealth Management
California
$249K +$1.43K +30 +0.6%
LPP
204
Life Planning Partners
Florida
$247K – – –
RFP
205
Root Financial Partners
California
$245K +$9.42K +198 +4%
SWG
206
Summit Wealth Group
Vermont
$241K +$241K +5,061 New
CCFM
207
Clear Creek Financial Management
Washington
$241K – – –
SWM
208
SeaCrest Wealth Management
New York
$237K – – –
CCMI
209
Creative Capital Management Investments
California
$235K – – –
DPI
210
Diversified Portfolios Inc
Michigan
$232K -$9.42K -198 -4%
SRC
211
Sage Rhino Capital
California
$222K +$143 +3 +0.1%
SHF
212
Stage Harbor Financial
Massachusetts
$219K +$219K +4,611 New
KPP
213
Kings Path Partners
Texas
$214K +$214K +4,502 New
Jones Financial Companies
214
Jones Financial Companies
Missouri
$205K +$137K +2,888 +202%
WP
215
Wealthspan Partners
Iowa
$201K -$241K -5,063 -55%
NWM
216
Navigoe Wealth Management
California
$194K – – –
GWM
217
Geneos Wealth Management
Colorado
$184K +$169K +3,558 +1,140%
GWSG
218
GPS Wealth Strategies Group
Colorado
$176K – – –
FFA
219
Farther Finance Advisors
California
$98.8K +$21.7K +455 +28%
SIC
220
SJS Investment Consulting
Ohio
$83K – – –
NRG
221
Nemes Rush Group
Michigan
$49.4K +$34.9K +734 +240%
CSB
222
City State Bank
Iowa
$49.4K – – –
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$40K – – –
PS
224
Principal Securities
Iowa
$39.7K – – –
IA
225
IFP Advisors
Florida
$38.5K +$380 +8 +1%
6 7 8
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