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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 %
ODA
76
One Degree Advisors
California
$1.44M 30,121 +4,976 +20%
SIS
77
Strategic Investment Solutions
Illinois
$1.4M 29,162 +29,162 New
PP
78
PrairieView Partners
Minnesota
$1.36M 28,449 +11,050 +64%
WWWM
79
White Wing Wealth Management
Texas
$1.31M 27,331 +4,277 +19%
CAM
80
CPA Asset Management
Florida
$1.3M 27,234 +376 +1%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$1.26M 26,405 -23,823 -47%
PWS
82
Physician Wealth Solutions
Nevada
$1.24M 25,896 -442 -2%
HHWM
83
Hiley Hunt Wealth Management
Nebraska
$1.22M 25,561 +5,446 +27%
OA
84
Oceanside Advisors
South Carolina
$1.11M 23,300 -21 -0.1%
W
85
WPWealth
Texas
$1.08M 22,541 +11,607 +106%
SIAG
86
Safeguard Investment Advisory Group
California
$1.07M 22,459 -115 -0.5%
EIA
87
Eldridge Investment Advisors
New Hampshire
$1.06M 22,080 -4,041 -15%
IAG
88
Investmark Advisory Group
Connecticut
$1.04M 21,728 +209 +1%
RGC
89
Roberts, Glore & Co
Illinois
$1.03M 21,600 +2,000 +10%
WFA
90
Websterrogers Financial Advisors
South Carolina
$1.01M 21,040 -3,160 -13%
MSFS
91
Main Street Financial Solutions
Pennsylvania
$994K 20,807 +143 +0.7%
QHA
92
Quarry Hill Advisors
Minnesota
$989K 20,695 +5,943 +40%
HWMC
93
Heritage Wealth Management (California)
California
$971K 20,329 +427 +2%
PFA
94
Pure Financial Advisors
California
$913K 19,118 +112 +0.6%
DI
95
Disciplined Investments
Oklahoma
$801K 16,767 – –
MML Investors Services
96
MML Investors Services
Massachusetts
$756K 15,827 +2,747 +21%
FOA
97
Five Oceans Advisors
California
$751K 15,722 – –
2L
98
25 LLC
Missouri
$734K 15,356 +3,289 +27%
SIG
99
Spinnaker Investment Group
California
$704K 14,740 +309 +2%
WWM
100
Western Wealth Management
Colorado
$637K 13,337 +347 +3%
2 3
4
5 6