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Dimensional National Municipal Bond ETF

276 hedge funds and large institutions have $1.76B invested in Dimensional National Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 160 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 56

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

8% more capital invested

Capital invested by funds: $1.63B → $1.76B (+$134M)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

0.67% more ownership

Funds ownership: 84.92%85.59% (+0.67%)

0% more funds holding

Funds holding: 275276 (+1)

Holders
276
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
3.38%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.4%
New
24
Increased
160
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$202M +$27.1M +558,962 +15%
TI
2
Truepoint Inc
Ohio
$148M +$5.89M +121,634 +4%
FG
3
Foster Group
Iowa
$70M -$269K -5,549 -0.4%
AC
4
Apella Capital
Connecticut
$63.9M +$30.9M +638,280 +94%
SP
5
Symmetry Partners
Connecticut
$63.1M -$457K -9,439 -0.7%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$57.5M +$57.9M +1,194,940 +14,207%
RK
7
Rather & Kittrell
Tennessee
$42.9M +$2.77M +57,219 +7%
GM
8
GeoWealth Management
Illinois
$42.2M -$92.2K -1,903 -0.2%
SFA
9
Sequoia Financial Advisors
Ohio
$42.2M +$1.46M +30,153 +4%
BHWM
10
Beaird Harris Wealth Management
Texas
$38.1M -$2.53M -52,157 -6%
Pathstone Holdings
11
Pathstone Holdings
New Jersey
$37.8M -$809K -16,685 -2%
MW
12
MBL Wealth
North Carolina
$35.5M +$1.58M +32,640 +5%
AC
13
AWM Capital
Arizona
$34.4M +$863K +17,815 +3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$31.3M +$2M +41,226 +7%
HighTower Advisors
15
HighTower Advisors
Illinois
$28.3M -$5.2M -107,206 -15%
WA
16
Waterford Advisors
New York
$25.5M +$439K +9,058 +2%
MWM
17
Mattern Wealth Management
Kansas
$25.4M -$40K -826 -0.2%
LPL Financial
18
LPL Financial
California
$24.9M +$1.93M +39,734 +8%
RIP
19
RAM Investment Partners
Washington
$24.8M +$349K +7,203 +1%
GLLW
20
Graves Light Lenhart Wealth
Virginia
$23.1M +$5.86M +120,859 +33%
AL
21
Aspiriant LLC
California
$20.5M +$1.39M +28,660 +7%
Bank of America
22
Bank of America
North Carolina
$20.1M +$2.82M +58,108 +16%
HIA
23
HFM Investment Advisors
New Jersey
$17.2M -$414K -8,545 -2%
AssetMark Inc
24
AssetMark Inc
California
$15.9M -$437K -9,014 -3%
AWM
25
Austin Wealth Management
Texas
$15.7M -$9.39M -193,872 -37%

DFNM Hedge Fund Activity: Q1 2026 in Review

276 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Dimensional National Municipal Bond ETF (DFNM) for Q1 2026, worth a combined $1.76B — up 8.2% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFNM positions and 16 closed out — a net gain of 8 holders — while 160 added to existing stakes and 56 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $57.9M. The largest seller was Savant Capital, cutting an estimated $10.3M.

  • 276 institutional investors held Dimensional National Municipal Bond ETF (DFNM) as of Q1 2026, up from 275 in Q4 2025.
  • Funds reported $1.76B of Dimensional National Municipal Bond ETF stock for Q1 2026, up 8.2% quarter-over-quarter.
  • 24 funds opened new Dimensional National Municipal Bond ETF positions in Q1 2026 and 16 closed out, a net change of +8 holders.
  • The largest Dimensional National Municipal Bond ETF buyer in Q1 2026 was Focus Partners Advisor Solutions, an estimated $57.9M added.
  • The largest Dimensional National Municipal Bond ETF seller in Q1 2026 was Savant Capital, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2026.