Dimensional National Municipal Bond ETF
DFNM
DFNM
190 hedge funds and large institutions have $1B invested in Dimensional National Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 50 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
2.4% more ownership
Funds ownership: 71.33% → 73.73% (+2.4%)
6% less funds holding in top 10
Funds holding in top 10: 17 → 16 (-1)
Holders
190
Holding in Top 10
16
Calls
–
Puts
–
Top Buyers
| 1 | +$70.8M | |
| 2 | +$22.5M | |
| 3 | +$12.3M | |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$3.57M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.11M |
Top Sellers
| 1 | -$12.6M | |
| 2 | -$2.94M | |
| 3 | -$2.12M | |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$1.68M |
| 5 |
MWA
Mills Wealth Advisors
Southlake,
Texas
|
-$1.35M |