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Dimensional National Municipal Bond ETF
DFNM

Overview Fund Activity

125 hedge funds and large institutions have $492M invested in Dimensional National Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+17
Holders Change %
+15.74%
% of All Funds
2%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
24
Increased
60
Reduced
27
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$37.8M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$10.9M
3
API
3
Advisor Partners II
California
$7.42M
4
MW
4
MBL Wealth
North Carolina
$18.3M
5
MWM
5
Mattern Wealth Management
Kansas
$6.29M

Top Sellers

1
SEIA
1
Signature Estate & Investment Advisors
California
$300K
2
OMC
2
Old Mission Capital
Illinois
$1.87M
3
Jane Street
3
Jane Street
New York
$1.22M
4
CWR
4
Chico Wealth RIA
California
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWIA
26
Porter White Investment Advisors
Alabama
$5.41M – – –
Corient Private Wealth
27
Corient Private Wealth
Florida
$5.32M +$1.22M +25,175 +30%
RIM
28
RW Investment Management
Idaho
$4.92M +$555K +11,493 +13%
FG
29
Foster Group
Iowa
$4.69M +$18.9K +392 +0.4%
SHWM
30
Silicon Hills Wealth Management
Texas
$4.46M +$3.44M +71,131 +335%
QHA
31
Quarry Hill Advisors
Minnesota
$4.36M -$33.4K -692 -0.8%
MWA
32
Mills Wealth Advisors
Texas
$3.88M -$112K -2,312 -3%
CWM
33
Core Wealth Management
Florida
$3.25M -$441K -9,118 -12%
LFA
34
Landmark Financial Advisors
Kentucky
$3.23M +$471K +9,756 +17%
FFM
35
Forum Financial Management
Illinois
$3.23M -$183K -3,778 -5%
Osaic Holdings
36
Osaic Holdings
Arizona
$3.17M +$710K +14,701 +29%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$3.09M +$76.7K +1,587 +3%
GAM
38
GEM Asset Management
Michigan
$2.99M -$266K -5,515 -8%
AIS
39
American Investment Services
Massachusetts
$2.97M – – –
MWM
40
Modera Wealth Management
New Jersey
$2.5M +$307K +6,345 +14%
PFM
41
Phillips Financial Management
Indiana
$2.49M +$99.6K +2,062 +4%
HSG
42
Helen Stephens Group
Texas
$2.41M +$142K +2,932 +6%
LWMNY
43
Landmark Wealth Management (New York)
New York
$2.4M +$641K +13,275 +36%
SRC
44
Sage Rhino Capital
California
$2.27M +$166K +3,438 +8%
LCM
45
Liberty Capital Management
Michigan
$2.26M – – –
PAG
46
Private Advisor Group
New Jersey
$2.24M +$169K +3,508 +8%
VFP
47
Verus Financial Partners
Virginia
$2.2M +$2.2M +45,768 New
EIA
48
Eldridge Investment Advisors
New Hampshire
$2.12M -$38.1K -789 -2%
TWD
49
True Wealth Design
Ohio
$1.94M -$188K -3,898 -9%
OMC
50
Old Mission Capital
Illinois
$1.87M -$4.44M -91,822 -70%
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