DFNM icon

Dimensional National Municipal Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
LWMNY
51
Landmark Wealth Management (New York)
New York
$1.74M +$293K +6,139 +20%
SIS
52
Strategic Investment Solutions
Illinois
$1.67M +$1.67M +34,209 New
BCM
53
Blume Capital Management
California
$1.62M +$1.49M +31,205 +1,178%
AF
54
Allworth Financial
California
$1.5M +$1.5M +31,362 New
Truist Financial
55
Truist Financial
North Carolina
$1.48M +$960K +20,089 +183%
RWM
56
Rockwood Wealth Management
Pennsylvania
$1.39M -$809K -16,915 -37%
IWC
57
Integrated Wealth Concepts
Massachusetts
$1.27M +$1.06M +22,144 +511%
PAS
58
Park Avenue Securities
New York
$1.19M +$143 +3 +0%
WFA
59
Websterrogers Financial Advisors
South Carolina
$1.11M +$218K +4,551 +24%
TFA
60
Triad Financial Advisors
North Carolina
$1.09M +$61.2K +1,281 +6%
US Bancorp
61
US Bancorp
Minnesota
$1.04M +$791K +16,541 +312%
FOA
62
Five Oceans Advisors
California
$1.04M -$46.8K -979 -4%
TCBWMS
63
Texas Capital Bank Wealth Management Services
Texas
$1.03M +$1.03M +21,600 New
FMWA
64
Forvis Mazars Wealth Advisors
Missouri
$1.02M +$135K +2,821 +15%
TFP
65
Triune Financial Partners
Kansas
$1.02M +$1.02M +21,275 New
SHWM
66
Silicon Hills Wealth Management
Texas
$1.02M +$1.02M +21,240 New
SC
67
Shearwater Capital
Colorado
$936K +$229K +4,792 +32%
BAM
68
Baldrige Asset Management
Pennsylvania
$928K +$45.7K +955 +5%
PAG
69
Private Advisor Group
New Jersey
$897K -$317K -15,156 -26%
SWM
70
Soundmark Wealth Management
Washington
$884K
FWI
71
Facet Wealth Inc
Maryland
$758K +$7.92K +164 +1%
FWP
72
Firethorn Wealth Partners
Georgia
$744K +$165K +3,454 +29%
WA
73
Wealthstream Advisors
New York
$698K
DI
74
Disciplined Investments
Oklahoma
$654K +$536K +11,220 +455%
SWA
75
Sax Wealth Advisors
New Jersey
$626K +$219K +4,575 +54%