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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
$36.5M
2
HighTower Advisors
HighTower Advisors
Illinois
$26.2M
3
SFA
Sequoia Financial Advisors
Ohio
$35.4M
4
AC
Apella Capital
Connecticut
$30.2M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$95.2M

Top Sellers

1
GM
GeoWealth Management
Illinois
$41.8M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$20M
3
AC
AWM Capital
Arizona
$16.3M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$27.8M
5
FG
Foster Group
Iowa
$52.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
1
Truepoint Inc
Ohio
$130M +$1.67M +35,169 +1%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$95.2M +$3.47M +73,017 +4%
FG
3
Foster Group
Iowa
$52.5M -$1.89M -39,695 -3%
GM
4
GeoWealth Management
Illinois
$41.8M -$6.07M -127,570 -13%
BHWM
5
Beaird Harris Wealth Management
Texas
$38.2M -$764K -16,052 -2%
RK
6
Rather & Kittrell
Tennessee
$36.5M +$3.31M +69,561 +10%
FPAS
7
Focus Partners Advisor Solutions
Missouri
$36.5M +$14.2M +299,407 +64%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$35.6M +$2.44M +51,281 +7%
SFA
9
Sequoia Financial Advisors
Ohio
$35.4M +$6.24M +131,172 +21%
MW
10
MBL Wealth
North Carolina
$33M -$144K -3,035 -0.4%
AWM
11
Austin Wealth Management
Texas
$30.2M +$1.93M +40,999 +7%
AC
12
Apella Capital
Connecticut
$30.2M +$4.26M +90,834 +16%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$27.8M -$2.23M -46,777 -7%
HighTower Advisors
14
HighTower Advisors
Illinois
$26.2M +$9.48M +199,321 +57%
PWM
15
PBMares Wealth Management
Virginia
$23.3M +$3.42M +71,979 +17%
RIP
16
RAM Investment Partners
Washington
$20.3M +$1.05M +22,131 +5%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$20M -$4.04M -84,918 -17%
AssetMark Inc
18
AssetMark Inc
California
$19.2M -$153K -3,217 -0.8%
HIA
19
HFM Investment Advisors
New Jersey
$17.3M +$17.3M +364,661 New
AC
20
AWM Capital
Arizona
$16.3M -$2.6M -54,755 -14%
Bank of America
21
Bank of America
North Carolina
$15.1M +$1.93M +40,493 +15%
MWM
22
Mattern Wealth Management
Kansas
$15M +$1.06M +22,253 +8%
LPL Financial
23
LPL Financial
California
$14.3M +$1.33M +28,017 +10%
YWM
24
Yardley Wealth Management
Pennsylvania
$14.1M -$550K -11,569 -4%
APC
25
Asset Planning Corporation
Tennessee
$13M +$849K +17,856 +7%
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