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Dimensional National Municipal Bond ETF
DFNM

Overview Fund Activity

169 hedge funds and large institutions have $919M invested in Dimensional National Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 77 increasing their positions, 48 reducing their positions, and 15 closing their positions.

Holders
169
Holders Change
+7
Holders Change %
+4.32%
% of All Funds
2.46%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
22
Increased
77
Reduced
48
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$57.1M
2
AC
2
Apella Capital
Connecticut
$20.6M
3
RK
3
Rather & Kittrell
Tennessee
$27.7M
4
Lido Advisors
4
Lido Advisors
California
$2.94M
5
AWM
5
Austin Wealth Management
Texas
$27.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
TI
2
Truepoint Inc
Ohio
$124M
3
RVPG
3
Relative Value Partners Group
$0
4
SC
4
Savant Capital
Illinois
$2.03M
5
GM
5
GeoWealth Management
Illinois
$42.3M
Name Market Value Shares Shares
Change 		Shares
Change %
WFA
26
West Financial Advisors
Iowa
$8.45M 176,932 +8,936 +5%
CFO
27
Collective Family Office
Pennsylvania
$8.17M 171,058 -18,485 -10%
RCA
28
Resonant Capital Advisors
Wisconsin
$7.78M 162,867 -15,706 -9%
Bank of America
29
Bank of America
North Carolina
$6.77M 141,643 +48,433 +52%
Corient Private Wealth
30
Corient Private Wealth
Florida
$6.19M 129,610 +540 +0.4%
MWA
31
Mills Wealth Advisors
Texas
$4.88M 102,087 -18,922 -16%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$4.82M 100,954 +14,844 +17%
EAM
33
Evanson Asset Management
California
$4.75M 99,393 -3,677 -4%
Stifel Financial
34
Stifel Financial
Missouri
$4.66M 97,636 -2,153 -2%
LFGO
35
Legacy Financial Group (Oklahoma)
Oklahoma
$4.66M 97,457 -530 -0.5%
AF
36
Allworth Financial
California
$4.63M 96,298 +25,508 +36%
AIS
37
American Investment Services
Massachusetts
$4.57M 95,667 +14,194 +17%
PWIA
38
Porter White Investment Advisors
Alabama
$4.57M 95,660 +3,115 +3%
RIM
39
RW Investment Management
Idaho
$4.45M 93,216 +1,171 +1%
SWA
40
Sax Wealth Advisors
New Jersey
$4.4M 92,084 +41,055 +80%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$4.36M 91,198 +4,541 +5%
WFAG
42
Wescott Financial Advisory Group
Pennsylvania
$4.33M 90,664 -376 -0.4%
CWM
43
Core Wealth Management
Florida
$4.1M 85,899 -6,894 -7%
MWM
44
Modera Wealth Management
New Jersey
$3.95M 82,641 +411 +0.5%
VFP
45
Verus Financial Partners
Virginia
$3.73M 77,997 +786 +1%
GAM
46
GEM Asset Management
Michigan
$3.52M 73,677 +112 +0.2%
WA
47
Waverly Advisors
Alabama
$3.51M 73,423 -2,212 -3%
PCA
48
Prosperity Capital Advisors
Ohio
$3.44M 72,056 +6,922 +11%
FA
49
FF Advisors
California
$3.43M 71,775 – –
MG
50
Mather Group
Illinois
$3.07M 63,825 -2,190 -3%
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