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Dimensional National Municipal Bond ETF
DFNM

Overview Fund Activity

58 hedge funds and large institutions have $139M invested in Dimensional National Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
58
Holders Change
+30
Holders Change %
+107.14%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
16
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$34.5M
2
LPL Financial
2
LPL Financial
California
$7.53M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.23M
4
PWM
4
PBMares Wealth Management
Virginia
$4.73M
5
AC
5
Apella Capital
Connecticut
$3.64M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$0
2
WFA
2
Websterrogers Financial Advisors
South Carolina
$1.05M
3
ACP
3
Aveo Capital Partners
Colorado
$203K
4
LWMNY
4
Landmark Wealth Management (New York)
New York
$1.7M
5
Truist Financial
5
Truist Financial
North Carolina
$584K
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$584K 12,142 -6,382 -34%
PPW
27
Parcion Private Wealth
Washington
$578K 11,908 – –
FWP
28
Firethorn Wealth Partners
Georgia
$574K 11,748 +3,637 +45%
FMWA
29
Forvis Mazars Wealth Advisors
Missouri
$567K 11,800 +11,800 New
BAM
30
Baldrige Asset Management
Pennsylvania
$539K 11,208 +8,992 +406%
AC
31
Avestar Capital
New York
$516K 10,744 +10,744 New
SC
32
Shearwater Capital
Colorado
$508K 10,577 +2,190 +26%
AIS
33
American Investment Services
Massachusetts
$471K 9,800 +9,800 New
FTUS
34
Flow Traders U.S.
New York
$464K 9,652 +9,652 New
QA
35
Quantitative Advantage
Minnesota
$457K 9,504 -1,247 -12%
FSG
36
Financial Strategies Group
Michigan
$440K 9,162 +9,162 New
KAS
37
Kestra Advisory Services
Texas
$424K 8,824 +10 +0.1%
RHBC
38
R.H. Bluestein & Co
Michigan
$423K 8,795 +8,795 New
EIA
39
Eldridge Investment Advisors
New Hampshire
$421K 8,760 +8,760 New
LWAC
40
Laurel Wealth Advisors (California)
California
$381K 7,934 +17 +0.2%
Osaic Holdings
41
Osaic Holdings
Arizona
$367K 7,640 +5,790 +313%
DAS
42
Dynamic Advisor Solutions
Arizona
$317K 6,601 +6,601 New
TFA
43
Triad Financial Advisors
North Carolina
$267K 5,554 -1,945 -26%
IA
44
IFP Advisors
Florida
$253K 5,030 – –
DFC
45
DBK Financial Counsel
Ohio
$245K 5,100 +5,100 New
SWM
46
Seaside Wealth Management
California
$243K 4,983 +4,983 New
SWA
47
Sax Wealth Advisors
New Jersey
$228K 4,749 +4,749 New
SIG
48
Spinnaker Investment Group
California
$227K 4,722 +4,722 New
IWC
49
Integrated Wealth Concepts
Massachusetts
$226K 4,697 +4,697 New
ACP
50
Aveo Capital Partners
Colorado
$203K 4,216 -59,458 -93%
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