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Dimensional National Municipal Bond ETF
DFNM

Overview Fund Activity

162 hedge funds and large institutions have $894M invested in Dimensional National Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 77 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
162
Holders Change
-2
Holders Change %
-1.22%
% of All Funds
2.35%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
14
Increased
77
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FG
1
Foster Group
Iowa
$60.4M
2
GM
2
GeoWealth Management
Illinois
$44.8M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$22.7M
4
TI
4
Truepoint Inc
Ohio
$128M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$44.4M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$30.5M
2
MWA
2
Mills Wealth Advisors
Texas
$5.82M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$0
4
PCA
4
Prosperity Capital Advisors
Ohio
$3.13M
5
SC
5
Savant Capital
Illinois
$4.39M
Name Market Value Shares Shares
Change 		Shares
Change %
WCA
126
Waypoint Capital Advisors
Minnesota
$332K 6,902 – –
GJIA
127
Glass Jacobson Investment Advisors
Maryland
$328K 6,823 +2,617 +62%
Betterment LLC
128
Betterment LLC
New York
$328K 6,827 +821 +14%
FCM
129
Family Capital Management
Michigan
$312K 6,479 +6,479 New
RLIM
130
Red Lighthouse Investment Management
New York
$307K 6,377 – –
FFA
131
Farther Finance Advisors
California
$297K 6,185 +29 +0.5%
CT
132
Colonial Trust
South Carolina
$288K 5,988 -145 -2%
EFP
133
Envision Financial Planning
Tennessee
$282K 5,869 +581 +11%
KWM
134
KFG Wealth Management
Indiana
$274K 5,705 – –
SPC
135
Sigma Planning Corp
Michigan
$269K 5,590 +5,590 New
Creative Planning
136
Creative Planning
Kansas
$268K 5,576 +566 +11%
TFA
137
Teamwork Financial Advisors
Texas
$265K 5,520 -2,359 -30%
Comerica Bank
138
Comerica Bank
Texas
$260K 5,414 – –
BCG
139
Breakwater Capital Group
New Jersey
$259K 5,386 +400 +8%
SWM
140
SeaCrest Wealth Management
New York
$255K 5,294 – –
LWM
141
LJI Wealth Management
Indiana
$252K 5,244 – –
SWM
142
Seaside Wealth Management
California
$245K 5,094 +24 +0.5%
CCFM
143
Clear Creek Financial Management
Washington
$243K 5,056 – –
AFA
144
Alpha Financial Advisors
North Carolina
$202K 4,200 – –
CFO
145
CVA Family Office
Colorado
$198K 4,125 +4,125 New
AFS
146
Annapolis Financial Services
Maryland
$186K 3,867 -22,083 -85%
GWSG
147
GPS Wealth Strategies Group
Colorado
$178K 3,705 – –
AWM
148
Avior Wealth Management
Nebraska
$171K 3,562 +3,562 New
CCMI
149
Creative Capital Management Investments
California
$126K 2,630 +788 +43%
Wells Fargo
150
Wells Fargo
California
$62K 1,289 +1,289 New
3 4 5
6
7