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Dimensional National Municipal Bond ETF
DFNM

Overview Fund Activity

28 hedge funds and large institutions have $710M invested in Dimensional National Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 3 closing their positions.

Holders
28
Holders Change
+18
Holders Change %
+180%
% of All Funds
0.44%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
21
Increased
5
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWR
1
Chico Wealth RIA
California
$15.5M
2
RCA
2
Resonant Capital Advisors
Wisconsin
$8.78M
3
WFA
3
Websterrogers Financial Advisors
South Carolina
$5.08M
4
ACP
4
Aveo Capital Partners
Colorado
$3.09M
5
RRC
5
Relaxing Retirement Coach
Massachusetts
$9.22M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$654M
2
OMC
2
Old Mission Capital
Illinois
$0
3
SHWM
3
Silicon Hills Wealth Management
Texas
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
UBS Group
5
UBS Group
Switzerland
$29K
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$654M 135,000 -65,000 -33%
CWR
2
Chico Wealth RIA
California
$15.5M 319,619 +319,619 New
RRC
3
Relaxing Retirement Coach
Massachusetts
$9.22M 190,219 +53,698 +39%
RCA
4
Resonant Capital Advisors
Wisconsin
$8.78M 181,312 +181,312 New
WFA
5
Websterrogers Financial Advisors
South Carolina
$5.08M 104,963 +104,963 New
ACP
6
Aveo Capital Partners
Colorado
$3.09M 63,674 +63,674 New
Jane Street
7
Jane Street
New York
$2.83M 58,286 +42,972 +281%
LWMNY
8
Landmark Wealth Management (New York)
New York
$2.16M 87,500 +87,500 New
DPI
9
Diversified Portfolios Inc
Michigan
$1.69M 34,943 +34,943 New
CFO
10
Collective Family Office
Pennsylvania
$1.04M 21,548 +21,548 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$931K 19,213 +19,213 New
Truist Financial
12
Truist Financial
North Carolina
$898K 18,524 +18,524 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$766K 15,810 +15,810 New
PPW
14
Parcion Private Wealth
Washington
$577K 11,908 +11,908 New
QA
15
Quantitative Advantage
Minnesota
$521K 10,751 +10,751 New
KAS
16
Kestra Advisory Services
Texas
$427K 8,814 +8,814 New
SC
17
Shearwater Capital
Colorado
$406K 8,387 +3,538 +73%
FWP
18
Firethorn Wealth Partners
Georgia
$393K 8,111 +8,111 New
LWAC
19
Laurel Wealth Advisors (California)
California
$384K 7,917 +456 +6%
TFA
20
Triad Financial Advisors
North Carolina
$363K 7,499 +7,499 New
IA
21
IFP Advisors
Florida
$253K 5,030 +4,632 +1,164%
MWM
22
Mattern Wealth Management
Kansas
$204K 4,216 +4,216 New
BAM
23
Baldrige Asset Management
Pennsylvania
$107K 2,216 +2,216 New
Osaic Holdings
24
Osaic Holdings
Arizona
$90K 1,850 +1,850 New
HA
25
Herold Advisors
New York
$73.7K 1,520 +1,520 New
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