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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 %
UBS Group
151
UBS Group
Switzerland
$48.8K 1,014 +1,014 New
GRP
152
Global Retirement Partners
California
$46.2K 961 – –
SRCM
153
Signature Resources Capital Management
California
$32.2K 663 – –
IA
154
IFP Advisors
Florida
$30.1K 626 – –
PA
155
Parallel Advisors
California
$22.2K 461 +461 New
SIC
156
SJS Investment Consulting
Ohio
$21.8K 454 -1,041 -70%
William Blair & Company
157
William Blair & Company
Illinois
$18.9K 393 +377 +2,356%
HGERS
158
Householder Group Estate & Retirement Specialist
Arizona
$16.4K 341 – –
HR
159
Howe & Rusling
New York
$15.5K 323 +323 New
AF
160
Advisornet Financial
Minnesota
$14.4K 300 +1 +0.3%
CA
161
Clearstead Advisors
Ohio
$4.17K 87 – –
Fidelity Investments
162
Fidelity Investments
Massachusetts
$48 1 -87 -99%
FPAS
163
Focus Partners Advisor Solutions
Missouri
– – -79,589 Closed
BAM
164
Belpointe Asset Management
Nevada
– – -17,523 Closed
AC
165
Avestar Capital
New York
– – -14,154 Closed
AWM
166
AE Wealth Management
Kansas
– – -8,200 Closed
OMC
167
Old Mission Capital
Illinois
– – -6,837 Closed
IA
168
IFG Advisory
Georgia
– – -5,186 Closed
FTUS
169
Flow Traders U.S.
New York
– – -4,817 Closed
ASN
170
Advisory Services Network
Georgia
– – -683 Closed
RCM
171
Richardson Capital Management
Wisconsin
– – -500 Closed
PCM
172
Penserra Capital Management
California
– – -153 Closed
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
– – -132 Closed
CFGS
174
Concourse Financial Group Securities
Alabama
– – – –
3 4 5 6
7