DFNM icon

Dimensional National Municipal Bond ETF
DFNM

Overview Fund Activity

108 hedge funds and large institutions have $440M invested in Dimensional National Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 44 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
108
Holders Change
+39
Holders Change %
+56.52%
% of All Funds
1.74%
Holding in Top 10
17
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+240%
% of All Funds
0.27%
New
47
Increased
44
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAAM
1
First Ascent Asset Management
Colorado
$41.8M
2
RK
2
Rather & Kittrell
Tennessee
$19.2M
3
APC
3
Asset Planning Corporation
Tennessee
$14.7M
4
CIM
4
Confluence Investment Management
Missouri
$11.3M
5
MW
5
MBL Wealth
North Carolina
$11.9M

Top Sellers

1
PFO
1
Pathstone Family Office
New Jersey
$2.06M
2
SFA
2
Sequoia Financial Advisors
Ohio
$64.8M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$13.5M
4
API
4
Advisor Partners II
California
$0
5
DPI
5
Diversified Portfolios Inc
Michigan
$442K
Name Market Value Shares Shares
Change 		Shares
Change %
SEIA
26
Signature Estate & Investment Advisors
California
$4.78M 99,918 +99,918 New
FG
27
Foster Group
Iowa
$4.62M 96,585 +96,585 New
QHA
28
Quarry Hill Advisors
Minnesota
$4.35M 90,929 +90,929 New
RIM
29
RW Investment Management
Idaho
$4.32M 90,338 +90,338 New
Jane Street
30
Jane Street
New York
$4.2M 87,909 +29,944 +52%
Corient Private Wealth
31
Corient Private Wealth
Florida
$4.06M 84,893 +84,893 New
MWA
32
Mills Wealth Advisors
Texas
$3.95M 82,630 +82,630 New
CWM
33
Core Wealth Management
Florida
$3.65M 76,428 +76,428 New
FFM
34
Forum Financial Management
Illinois
$3.38M 70,603 +70,603 New
GAM
35
GEM Asset Management
Michigan
$3.22M 67,338 +67,338 New
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$2.99M 62,440 +25,767 +70%
AIS
37
American Investment Services
Massachusetts
$2.97M 62,084 +49,739 +403%
CWR
38
Chico Wealth RIA
California
$2.83M 59,105 – –
LFA
39
Landmark Financial Advisors
Kentucky
$2.73M 57,158 +57,158 New
Osaic Holdings
40
Osaic Holdings
Arizona
$2.43M 50,842 +35,441 +230%
PFM
41
Phillips Financial Management
Indiana
$2.36M 49,400 -822 -2%
MWM
42
Mattern Wealth Management
Kansas
$2.35M 49,055 +2,876 +6%
HSG
43
Helen Stephens Group
Texas
$2.25M 46,998 +46,998 New
LCM
44
Liberty Capital Management
Michigan
$2.24M 46,871 -934 -2%
MWM
45
Modera Wealth Management
New Jersey
$2.17M 45,425 +45,425 New
EIA
46
Eldridge Investment Advisors
New Hampshire
$2.13M 44,624 +7,532 +20%
TWD
47
True Wealth Design
Ohio
$2.11M 44,119 +44,119 New
SRC
48
Sage Rhino Capital
California
$2.08M 43,596 +43,596 New
PFO
49
Pathstone Family Office
New Jersey
$2.06M 43,146 -1,508,118 -97%
Renaissance Technologies
50
Renaissance Technologies
New York
$1.95M 40,800 +40,800 New
1
2
3 4 5