DFNM icon

Dimensional National Municipal Bond ETF

269 hedge funds and large institutions have $1.6B invested in Dimensional National Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 145 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
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
VCP
201
Verus Capital Partners
Arizona
$496K
LPP
202
Life Planning Partners
Florida
$485K
GJIA
203
Glass Jacobson Investment Advisors
Maryland
$484K
MWM
204
Meridian Wealth Management
Kentucky
$483K
EIA
205
Eldridge Investment Advisors
New Hampshire
$483K
FOA
206
Five Oceans Advisors
California
$463K
RFP
207
RCS Financial Planning
Maryland
$460K
RCAG
208
Rehmann Capital Advisory Group
Michigan
$452K
DF
209
DecisionPoint Financial
Arizona
$450K
BWG
210
Beta Wealth Group
California
$445K
EWA
211
EverSource Wealth Advisors
Alabama
$444K
BH
212
Burk Holdings
Oklahoma
$438K
Citadel Advisors
213
Citadel Advisors
Florida
$435K
BI
214
Beckerman Institutional
New Jersey
$427K
Morgan Stanley
215
Morgan Stanley
New York
$423K
LCWP
216
Legacy Capital Wealth Partners
Arkansas
$414K
FPAS
217
Focus Partners Advisor Solutions
Missouri
$405K
KRW
218
Kaufman Rossin Wealth
Florida
$383K
ACA
219
Aptus Capital Advisors
Alabama
$379K
OA
220
Oceanside Advisors
South Carolina
$377K
PWP
221
Ponta Wealth Partners
Florida
$377K
E
222
Entelevest
Florida
$356K
DWA
223
Delap Wealth Advisory
Oregon
$356K
IA
224
Inspire Advisors
Idaho
$347K
VPF
225
Vantage Point Financial
Illinois
$344K