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Dimensional National Municipal Bond ETF
DFNM

Overview Fund Activity

28 hedge funds and large institutions have $710M invested in Dimensional National Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 3 closing their positions.

Holders
28
Holders Change
+18
Holders Change %
+180%
% of All Funds
0.44%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
21
Increased
5
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCA
1
Resonant Capital Advisors
Wisconsin
$8.78M
2
WFA
2
Websterrogers Financial Advisors
South Carolina
$5.08M
3
ACP
3
Aveo Capital Partners
Colorado
$3.09M
4
RRC
4
Relaxing Retirement Coach
Massachusetts
$9.22M
5
LWMNY
5
Landmark Wealth Management (New York)
New York
$2.16M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$654M
2
OMC
2
Old Mission Capital
Illinois
$0
3
SHWM
3
Silicon Hills Wealth Management
Texas
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
UBS Group
5
UBS Group
Switzerland
$29K
Name Market Value Shares Shares
Change 		Shares
Change %
GRP
26
Global Retirement Partners
California
$43K 906 +906 New
UBS Group
27
UBS Group
Switzerland
$29K 590 -856 -59%
DI
28
Disciplined Investments
Oklahoma
$29K 608 +608 New
OMC
29
Old Mission Capital
Illinois
– – -76,608 Closed
SHWM
30
Silicon Hills Wealth Management
Texas
– – -10,517 Closed
Citadel Advisors
31
Citadel Advisors
Florida
– – -8,560 Closed
CFGS
32
Concourse Financial Group Securities
Alabama
– – – –
1
2