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Dimensional National Municipal Bond ETF
DFNM

Overview Fund Activity

190 hedge funds and large institutions have $1B invested in Dimensional National Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 50 reducing their positions, and 7 closing their positions.

Holders
190
Holders Change
+21
Holders Change %
+12.43%
% of All Funds
2.75%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
29
Increased
82
Reduced
50
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$70.8M
2
AC
2
AWM Capital
Arizona
$22.5M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$12.3M
4
GM
4
GeoWealth Management
Illinois
$46.5M
5
Bank of America
5
Bank of America
North Carolina
$9.99M

Top Sellers

1
GLLW
1
Graves Light Lenhart Wealth
Virginia
$10.7M
2
Lido Advisors
2
Lido Advisors
California
$0
3
CIM
3
Confluence Investment Management
Missouri
$9.03M
4
SFA
4
Sequoia Financial Advisors
Ohio
$27.1M
5
MWA
5
Mills Wealth Advisors
Texas
$3.6M
Name Market Value Shares Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$9.39M 193,353 +9,500 +5%
CFGF
27
Compass Financial Group (Florida)
Florida
$9.22M 189,890 +2,383 +1%
CIM
28
Confluence Investment Management
Missouri
$9.03M 185,981 -43,634 -19%
WFA
29
West Financial Advisors
Iowa
$8.94M 184,134 +7,202 +4%
MCA
30
Maryland Capital Advisors
Maryland
$8.91M 183,545 -381 -0.2%
RCA
31
Resonant Capital Advisors
Wisconsin
$7.82M 161,179 -1,688 -1%
CFO
32
Collective Family Office
Pennsylvania
$7.65M 157,541 -13,517 -8%
Corient Private Wealth
33
Corient Private Wealth
Florida
$6.32M 130,165 +555 +0.4%
SWA
34
Sax Wealth Advisors
New Jersey
$5.4M 111,168 +19,084 +21%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$5.36M 110,472 +9,518 +9%
Stifel Financial
36
Stifel Financial
Missouri
$4.9M 100,881 +3,245 +3%
LFGO
37
Legacy Financial Group (Oklahoma)
Oklahoma
$4.78M 99,711 +2,254 +2%
PWIA
38
Porter White Investment Advisors
Alabama
$4.67M 96,157 +497 +0.5%
EAM
39
Evanson Asset Management
California
$4.65M 95,760 -3,633 -4%
AF
40
Allworth Financial
California
$4.62M 95,236 -1,062 -1%
AIS
41
American Investment Services
Massachusetts
$4.42M 91,152 -4,515 -5%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$4.41M 90,795 -403 -0.4%
WFAG
43
Wescott Financial Advisory Group
Pennsylvania
$4.4M 90,704 +40 +0%
RIM
44
RW Investment Management
Idaho
$4.29M 88,296 -4,920 -5%
CWM
45
Core Wealth Management
Florida
$4.1M 85,899 – –
VFP
46
Verus Financial Partners
Virginia
$3.86M 79,414 +1,417 +2%
WA
47
Waverly Advisors
Alabama
$3.63M 74,880 +1,457 +2%
MWM
48
Modera Wealth Management
New Jersey
$3.63M 74,770 -7,871 -10%
PCA
49
Prosperity Capital Advisors
Ohio
$3.61M 74,469 +2,413 +3%
MWA
50
Mills Wealth Advisors
Texas
$3.6M 74,175 -27,912 -27%
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