DFNM icon

Dimensional National Municipal Bond ETF
DFNM

Overview Fund Activity

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
–

Top Buyers

1
FAAM
1
First Ascent Asset Management
Colorado
$41.8M
2
RK
2
Rather & Kittrell
Tennessee
$19.2M
3
APC
3
Asset Planning Corporation
Tennessee
$14.7M
4
CIM
4
Confluence Investment Management
Missouri
$11.3M
5
MW
5
MBL Wealth
North Carolina
$11.9M

Top Sellers

1
PFO
1
Pathstone Family Office
New Jersey
$2.06M
2
SFA
2
Sequoia Financial Advisors
Ohio
$64.8M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$13.5M
4
API
4
Advisor Partners II
California
$0
5
DPI
5
Diversified Portfolios Inc
Michigan
$442K
Name Market Value Shares Shares
Change 		Shares
Change %
LWAC
76
Laurel Wealth Advisors (California)
California
$560K 11,708 +3,744 +47%
RCAG
77
Rehmann Capital Advisory Group
Michigan
$490K 10,259 +10,259 New
AC
78
Avestar Capital
New York
$474K 9,908 -129 -1%
RGF
79
Retirement Guys Formula
Ohio
$468K 9,798 +9,798 New
BFG
80
Bleakley Financial Group
New Jersey
$467K 9,761 +9,761 New
WWM
81
Western Wealth Management
Colorado
$449K 9,396 +9,396 New
DAS
82
Dynamic Advisor Solutions
Arizona
$444K 9,293 +1,646 +22%
CAM
83
CPA Asset Management
Florida
$443K 9,263 +9,263 New
DPI
84
Diversified Portfolios Inc
Michigan
$442K 9,239 -42,614 -82%
QA
85
Quantitative Advantage
Minnesota
$433K 9,056 +843 +10%
WCA
86
Waypoint Capital Advisors
Minnesota
$420K 8,779 – –
RLIM
87
Red Lighthouse Investment Management
New York
$407K 8,515 +8,515 New
SIG
88
Spinnaker Investment Group
California
$392K 8,196 +39 +0.5%
AFS
89
Annapolis Financial Services
Maryland
$376K 7,873 +7,559 +2,407%
IA
90
IFP Advisors
Florida
$352K 7,000 +61 +0.9%
LNC
91
Lincoln National Corp
Pennsylvania
$320K 6,686 +2,200 +49%
W
92
WPWealth
Texas
$287K 6,008 +6,008 New
CT
93
Colonial Trust
South Carolina
$279K 5,843 +5,843 New
PP
94
PrairieView Partners
Minnesota
$254K 5,333 +3,459 +185%
SWM
95
Seaside Wealth Management
California
$240K 5,022 +17 +0.3%
Creative Planning
96
Creative Planning
Kansas
$220K 4,607 +4,607 New
RGC
97
Roberts, Glore & Co
Illinois
$215K 4,500 +4,500 New
TSS
98
Two Sigma Securities
New York
$211K 4,419 +4,419 New
AFA
99
Alpha Financial Advisors
North Carolina
$201K 4,200 +4,200 New
CCMI
100
Creative Capital Management Investments
California
$70K 1,465 +1,465 New
1 2 3
4
5