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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 %
Lido Advisors
51
Lido Advisors
California
$2.94M 61,500 +61,500 New
PFM
52
Phillips Financial Management
Indiana
$2.87M 60,141 -1,169 -2%
US Bancorp
53
US Bancorp
Minnesota
$2.78M 58,124 – –
VPWA
54
Vestia Personal Wealth Advisors
Indiana
$2.49M 52,195 +52,195 New
Osaic Holdings
55
Osaic Holdings
Arizona
$2.42M 50,697 +40,165 +381%
LWMNY
56
Landmark Wealth Management (New York)
New York
$2.2M 46,071 -1,944 -4%
HSG
57
Helen Stephens Group
Texas
$2.19M 45,746 +3,337 +8%
LCM
58
Liberty Capital Management
Michigan
$2.18M 45,661 -1,506 -3%
PAS
59
Park Avenue Securities
New York
$2.12M 44,455 +11,213 +34%
Truist Financial
60
Truist Financial
North Carolina
$2.12M 44,402 +1,411 +3%
DPW
61
DiNuzzo Private Wealth
Pennsylvania
$2.08M 43,607 +3,700 +9%
SC
62
Savant Capital
Illinois
$2.03M 42,411 -48,884 -54%
NRWA
63
North Ridge Wealth Advisors
Oregon
$1.94M 40,526 +6,168 +18%
EWA
64
Elevate Wealth Advisory
Georgia
$1.93M 40,345 +628 +2%
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$1.91M 40,052 +8,845 +28%
OIA
66
OneDigital Investment Advisors
Kansas
$1.88M 39,412 +18,347 +87%
PAG
67
Private Advisor Group
New Jersey
$1.84M 38,454 -1,685 -4%
IWS
68
Integrity Wealth Solutions
Colorado
$1.81M 37,960 -4,126 -10%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$1.64M 34,229 -39,782 -54%
SC
70
Shearwater Capital
Colorado
$1.63M 34,108 +2,504 +8%
BAAM
71
Baker Avenue Asset Management
California
$1.61M 33,615 -761 -2%
BCM
72
Blume Capital Management
California
$1.6M 33,522 – –
TCBWMS
73
Texas Capital Bank Wealth Management Services
Texas
$1.5M 31,410 – –
GVAG
74
Great Valley Advisor Group
Delaware
$1.48M 31,070 +31,070 New
SRC
75
Sage Rhino Capital
California
$1.46M 30,600 -19,749 -39%
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