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Dimensional National Municipal Bond ETF
DFNM

Overview Fund Activity

69 hedge funds and large institutions have $286M invested in Dimensional National Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
69
Holders Change
+11
Holders Change %
+18.97%
% of All Funds
1.19%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
17
Increased
35
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
1
Sequoia Financial Advisors
Ohio
$80.5M
2
PFO
2
Pathstone Family Office
New Jersey
$72.4M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18.1M
4
AssetMark Inc
4
AssetMark Inc
California
$9.27M
5
RVPG
5
Relative Value Partners Group
$3.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.7M
2
CWR
2
Chico Wealth RIA
California
$2.76M
3
RCA
3
Resonant Capital Advisors
Wisconsin
$7.86M
4
DPI
4
Diversified Portfolios Inc
Michigan
$2.42M
5
FSG
5
Financial Strategies Group
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.71M 36,673 +310 +0.9%
LWMNY
27
Landmark Wealth Management (New York)
New York
$1.41M 30,263 -5,046 -14%
Stifel Financial
28
Stifel Financial
Missouri
$1.4M 30,000 +30,000 New
PAS
29
Park Avenue Securities
New York
$1.17M 24,977 +1,488 +6%
FOA
30
Five Oceans Advisors
California
$1.06M 22,766 -667 -3%
TFA
31
Triad Financial Advisors
North Carolina
$1M 21,515 +15,961 +287%
WFA
32
Websterrogers Financial Advisors
South Carolina
$874K 18,739 -3,054 -14%
FMWA
33
Forvis Mazars Wealth Advisors
Missouri
$866K 18,573 +6,773 +57%
SWM
34
Soundmark Wealth Management
Washington
$863K 18,490 – –
BAM
35
Baldrige Asset Management
Pennsylvania
$861K 18,449 +7,241 +65%
FWI
36
Facet Wealth Inc
Maryland
$723K 15,528 +15,528 New
Osaic Holdings
37
Osaic Holdings
Arizona
$718K 15,401 +7,761 +102%
SC
38
Shearwater Capital
Colorado
$690K 14,788 +4,211 +40%
WA
39
Wealthstream Advisors
New York
$681K 14,605 +14,605 New
KAS
40
Kestra Advisory Services
Texas
$609K 13,050 +4,226 +48%
AIS
41
American Investment Services
Massachusetts
$576K 12,345 +2,545 +26%
FWP
42
Firethorn Wealth Partners
Georgia
$565K 12,104 +356 +3%
PPW
43
Parcion Private Wealth
Washington
$556K 11,908 – –
Truist Financial
44
Truist Financial
North Carolina
$511K 10,963 -1,179 -10%
FTUS
45
Flow Traders U.S.
New York
$473K 10,150 +498 +5%
WFA
46
West Financial Advisors
Iowa
$473K 10,142 +10,142 New
AC
47
Avestar Capital
New York
$468K 10,037 -707 -7%
WCA
48
Waypoint Capital Advisors
Minnesota
$410K 8,779 +8,779 New
SWA
49
Sax Wealth Advisors
New Jersey
$397K 8,519 +3,770 +79%
QA
50
Quantitative Advantage
Minnesota
$383K 8,213 -1,291 -14%
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