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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 %
MG
51
Mather Group
Illinois
$3.2M 66,015 – –
PCA
52
Prosperity Capital Advisors
Ohio
$3.13M 65,134 -40,924 -39%
PFM
53
Phillips Financial Management
Indiana
$2.95M 61,310 +3,537 +6%
US Bancorp
54
US Bancorp
Minnesota
$2.8M 58,124 -7,248 -11%
RVPG
55
Relative Value Partners Group
$2.49M 51,369 +1 +0%
SWA
56
Sax Wealth Advisors
New Jersey
$2.45M 51,029 +30,030 +143%
SRC
57
Sage Rhino Capital
California
$2.42M 50,349 +1,755 +4%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$2.42M 50,228 +42,112 +519%
LWMNY
59
Landmark Wealth Management (New York)
New York
$2.31M 48,015 +2,195 +5%
LCM
60
Liberty Capital Management
Michigan
$2.27M 47,167 -713 -1%
Truist Financial
61
Truist Financial
North Carolina
$2.07M 42,991 +2,741 +7%
HSG
62
Helen Stephens Group
Texas
$2.04M 42,409 -6,476 -13%
IWS
63
Integrity Wealth Solutions
Colorado
$2.02M 42,086 -1,767 -4%
LNC
64
Lincoln National Corp
Pennsylvania
$1.96M 40,844 +3,266 +9%
PAG
65
Private Advisor Group
New Jersey
$1.93M 40,139 -6,481 -14%
DPW
66
DiNuzzo Private Wealth
Pennsylvania
$1.92M 39,907 +510 +1%
EWA
67
Elevate Wealth Advisory
Georgia
$1.91M 39,717 +7,931 +25%
BAAM
68
Baker Avenue Asset Management
California
$1.65M 34,376 -2,411 -7%
NRWA
69
North Ridge Wealth Advisors
Oregon
$1.65M 34,358 +377 +1%
BCM
70
Blume Capital Management
California
$1.61M 33,522 -1,600 -5%
PAS
71
Park Avenue Securities
New York
$1.6M 33,242 +3,733 +13%
FFM
72
Forum Financial Management
Illinois
$1.56M 32,514 +15 +0%
SC
73
Shearwater Capital
Colorado
$1.52M 31,604 +1,069 +4%
TCBWMS
74
Texas Capital Bank Wealth Management Services
Texas
$1.51M 31,410 +17,579 +127%
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$1.5M 31,207 -58 -0.2%
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