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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 %
BCM
51
Blume Capital Management
California
$1.65M +$14K +290 +0.9%
SIS
52
Strategic Investment Solutions
Illinois
$1.47M -$181K -3,737 -11%
Truist Financial
53
Truist Financial
North Carolina
$1.46M -$42.8K -885 -3%
BAM
54
Baldrige Asset Management
Pennsylvania
$1.35M +$417K +8,630 +44%
LNC
55
Lincoln National Corp
Pennsylvania
$1.35M +$1.02M +21,180 +317%
TFA
56
Triad Financial Advisors
North Carolina
$1.31M +$212K +4,387 +19%
AF
57
Allworth Financial
California
$1.28M -$239K -4,941 -16%
PAS
58
Park Avenue Securities
New York
$1.24M +$33.6K +695 +3%
Jane Street
59
Jane Street
New York
$1.22M -$3.02M -62,608 -71%
TCBWMS
60
Texas Capital Bank Wealth Management Services
Texas
$1.22M +$179K +3,700 +17%
SC
61
Shearwater Capital
Colorado
$1.12M +$175K +3,615 +18%
US Bancorp
62
US Bancorp
Minnesota
$1.06M – – –
FOA
63
Five Oceans Advisors
California
$1.05M – – –
WFA
64
Websterrogers Financial Advisors
South Carolina
$1.04M -$80.8K -1,672 -7%
BAAM
65
Baker Avenue Asset Management
California
$1.03M +$1.03M +21,366 New
RWM
66
Rockwood Wealth Management
Pennsylvania
$1.01M -$399K -8,261 -28%
FMWA
67
Forvis Mazars Wealth Advisors
Missouri
$1.01M -$25.4K -526 -2%
WA
68
Wealthstream Advisors
New York
$991K +$285K +5,906 +40%
WWM
69
Western Wealth Management
Colorado
$906K +$452K +9,354 +100%
SWM
70
Soundmark Wealth Management
Washington
$893K – – –
FTUS
71
Flow Traders U.S.
New York
$851K +$851K +17,620 New
DI
72
Disciplined Investments
Oklahoma
$784K +$122K +2,531 +18%
FWP
73
Firethorn Wealth Partners
Georgia
$783K +$38.7K +809 +5%
FWI
74
Facet Wealth Inc
Maryland
$761K +$3.14K +65 +0.4%
SWA
75
Sax Wealth Advisors
New Jersey
$722K +$89.4K +1,850 +14%
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