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Dimensional National Municipal Bond ETF

124 hedge funds and large institutions have $574M invested in Dimensional National Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 61 increasing their positions, 39 reducing their positions, and 8 closing their positions.

Holders
124
Holders Change
-1
Holders Change %
-0.8%
% of All Funds
1.96%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
9
Increased
61
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFGO
26
Legacy Financial Group (Oklahoma)
Oklahoma
$5.6M -$232K -4,881 -4%
Corient Private Wealth
27
Corient Private Wealth
Florida
$5.57M +$331K +6,950 +6%
PWIA
28
Porter White Investment Advisors
Alabama
$5.42M +$87K +1,826 +2%
WFAG
29
Wescott Financial Advisory Group
Pennsylvania
$5.26M -$2.86M -60,144 -35%
RIM
30
RW Investment Management
Idaho
$4.67M -$178K -3,742 -4%
FG
31
Foster Group
Iowa
$4.62M +$476 +10 +0%
RVPG
32
Relative Value Partners Group
$4.46M -$919K -19,296 -17%
LFA
33
Landmark Financial Advisors
Kentucky
$4.23M +$1.05M +21,984 +33%
QHA
34
Quarry Hill Advisors
Minnesota
$4.07M -$223K -4,684 -5%
Jane Street
35
Jane Street
New York
$3.88M +$2.67M +56,134 +222%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$3.84M +$791K +16,611 +26%
SHWM
37
Silicon Hills Wealth Management
Texas
$3.78M -$622K -13,055 -14%
WA
38
Waverly Advisors
Alabama
$3.78M +$3.78M +79,316 New
MWM
39
Modera Wealth Management
New Jersey
$3.61M +$1.15M +24,067 +46%
MWA
40
Mills Wealth Advisors
Texas
$3.55M -$271K -5,684 -7%
CWM
41
Core Wealth Management
Florida
$3.24M +$31.4K +660 +1%
AIS
42
American Investment Services
Massachusetts
$3.09M +$132K +2,779 +4%
GAM
43
GEM Asset Management
Michigan
$2.96M +$13.1K +275 +0.4%
TI
44
Truepoint Inc
Ohio
$2.91M +$2.91M +61,160 New
VFP
45
Verus Financial Partners
Virginia
$2.67M +$488K +10,204 +22%
PFM
46
Phillips Financial Management
Indiana
$2.43M -$24.9K -522 -1%
PAG
47
Private Advisor Group
New Jersey
$2.37M +$157K +3,303 +7%
LCM
48
Liberty Capital Management
Michigan
$2.36M +$126K +2,653 +6%
FFM
49
Forum Financial Management
Illinois
$2.32M -$861K -18,081 -27%
SRC
50
Sage Rhino Capital
California
$2.27M +$26.6K +559 +1%