DFNM icon

Dimensional National Municipal Bond ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
SFA
1
Sequoia Financial Advisors
Ohio
$63.8M 1,319,588 -34,979 -3%
FAAM
2
First Ascent Asset Management
Colorado
$42.5M 879,647 +5,885 +0.7%
PFO
3
Pathstone Family Office
New Jersey
$37.8M 783,244 +740,098 +1,715%
RK
4
Rather & Kittrell
Tennessee
$20.9M 433,284 +31,703 +8%
MW
5
MBL Wealth
North Carolina
$18.3M 377,825 +128,145 +51%
APC
6
Asset Planning Corporation
Tennessee
$15.1M 311,657 +3,374 +1%
MG
7
Mather Group
Illinois
$13.3M 275,631 +24,316 +10%
CIM
8
Confluence Investment Management
Missouri
$11.6M 239,605 +2,532 +1%
PWM
9
PBMares Wealth Management
Virginia
$11.4M 236,712 +6,966 +3%
RIP
10
RAM Investment Partners
Washington
$11M 226,972 +13,696 +6%
IWC
11
Integrated Wealth Concepts
Massachusetts
$10.9M 226,493 +200,015 +755%
RRC
12
Relaxing Retirement Coach
Massachusetts
$10.9M 224,800 -2,797 -1%
AssetMark Inc
13
AssetMark Inc
California
$10M 207,953 +3,131 +2%
CFO
14
Collective Family Office
Pennsylvania
$9.8M 202,839 +7,416 +4%
GLLW
15
Graves Light Lenhart Wealth
Virginia
$8.99M 186,153 +32,470 +21%
LPL Financial
16
LPL Financial
California
$8.28M 171,437 +2,611 +2%
RCA
17
Resonant Capital Advisors
Wisconsin
$8.24M 170,568 -4,237 -2%
WFAG
18
Wescott Financial Advisory Group
Pennsylvania
$8.24M 170,521 -18,445 -10%
CFGF
19
Compass Financial Group (Florida)
Florida
$8.21M 169,941 -1,938 -1%
MCA
20
Maryland Capital Advisors
Maryland
$7.65M 158,423 +10,659 +7%
API
21
Advisor Partners II
California
$7.42M 153,657 +153,657 New
Stifel Financial
22
Stifel Financial
Missouri
$7.41M 153,395 +413 +0.3%
MWM
23
Mattern Wealth Management
Kansas
$6.29M 130,237 +81,182 +165%
LFGO
24
Legacy Financial Group (Oklahoma)
Oklahoma
$5.92M 122,490 -31,964 -21%
RVPG
25
Relative Value Partners Group
$5.46M 113,030 -2,513 -2%