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Dimensional National Municipal Bond ETF
DFNM

Overview Fund Activity

162 hedge funds and large institutions have $894M invested in Dimensional National Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 77 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
162
Holders Change
-2
Holders Change %
-1.22%
% of All Funds
2.35%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
14
Increased
77
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FG
1
Foster Group
Iowa
$60.4M
2
GM
2
GeoWealth Management
Illinois
$44.8M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$22.7M
4
TI
4
Truepoint Inc
Ohio
$128M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$44.4M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$30.5M
2
MWA
2
Mills Wealth Advisors
Texas
$5.82M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$0
4
PCA
4
Prosperity Capital Advisors
Ohio
$3.13M
5
SC
5
Savant Capital
Illinois
$4.39M
Name Market Value Shares Shares
Change 		Shares
Change %
RCA
26
Resonant Capital Advisors
Wisconsin
$8.59M 178,573 – –
MCA
27
Maryland Capital Advisors
Maryland
$8.57M 178,201 +268 +0.2%
WFA
28
West Financial Advisors
Iowa
$8.08M 167,996 +1,441 +0.9%
Corient Private Wealth
29
Corient Private Wealth
Florida
$6.21M 129,070 +3,308 +3%
MWA
30
Mills Wealth Advisors
Texas
$5.82M 121,009 -114,771 -49%
EAM
31
Evanson Asset Management
California
$4.96M 103,070 +30,785 +43%
Stifel Financial
32
Stifel Financial
Missouri
$4.8M 99,789 -333 -0.3%
LFGO
33
Legacy Financial Group (Oklahoma)
Oklahoma
$4.71M 97,987 +404 +0.4%
Bank of America
34
Bank of America
North Carolina
$4.48M 93,210 +31,090 +50%
CWM
35
Core Wealth Management
Florida
$4.46M 92,793 +16,657 +22%
PWIA
36
Porter White Investment Advisors
Alabama
$4.45M 92,545 +955 +1%
RIM
37
RW Investment Management
Idaho
$4.43M 92,045 +550 +0.6%
SC
38
Savant Capital
Illinois
$4.39M 91,295 -33,983 -27%
WFAG
39
Wescott Financial Advisory Group
Pennsylvania
$4.38M 91,040 -2,248 -2%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$4.17M 86,657 +14,740 +20%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$4.14M 86,110 +5,991 +7%
MWM
42
Modera Wealth Management
New Jersey
$3.95M 82,230 -502 -0.6%
AIS
43
American Investment Services
Massachusetts
$3.92M 81,473 +6,304 +8%
Jane Street
44
Jane Street
New York
$3.78M 78,554 +78,554 New
VFP
45
Verus Financial Partners
Virginia
$3.71M 77,211 +3,637 +5%
WA
46
Waverly Advisors
Alabama
$3.64M 75,635 -2,357 -3%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$3.56M 74,011 -4,518 -6%
GAM
48
GEM Asset Management
Michigan
$3.51M 73,565 -3,000 -4%
FA
49
FF Advisors
California
$3.45M 71,775 – –
AF
50
Allworth Financial
California
$3.4M 70,790 -2,272 -3%
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