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Dimensional National Municipal Bond ETF
DFNM

Overview Fund Activity

125 hedge funds and large institutions have $492M invested in Dimensional National Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+17
Holders Change %
+15.74%
% of All Funds
2%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
24
Increased
60
Reduced
27
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$37.8M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$10.9M
3
API
3
Advisor Partners II
California
$7.42M
4
MW
4
MBL Wealth
North Carolina
$18.3M
5
MWM
5
Mattern Wealth Management
Kansas
$6.29M

Top Sellers

1
SEIA
1
Signature Estate & Investment Advisors
California
$300K
2
OMC
2
Old Mission Capital
Illinois
$1.87M
3
Jane Street
3
Jane Street
New York
$1.22M
4
CWR
4
Chico Wealth RIA
California
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWR
126
Chico Wealth RIA
California
– -$2.83M -59,105 Closed
Renaissance Technologies
127
Renaissance Technologies
New York
– -$1.95M -40,800 Closed
Creative Planning
128
Creative Planning
Kansas
– -$220K -4,607 Closed
TSS
129
Two Sigma Securities
New York
– -$211K -4,419 Closed
IGWM
130
ICA Group Wealth Management
Colorado
– -$12.5K -262 Closed
2 3 4 5
6