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Dimensional National Municipal Bond ETF

137 hedge funds and large institutions have $673M invested in Dimensional National Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+13
Holders Change %
+10.48%
% of All Funds
2.18%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
26
Increased
54
Reduced
45
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFGF
26
Compass Financial Group (Florida)
Florida
$7.97M +$169K +3,643 +2%
WFA
27
West Financial Advisors
Iowa
$7.83M +$7.83M +168,585 New
RCA
28
Resonant Capital Advisors
Wisconsin
$6.85M -$528K -11,353 -7%
PWIA
29
Porter White Investment Advisors
Alabama
$5.87M +$580K +12,484 +11%
Corient Private Wealth
30
Corient Private Wealth
Florida
$5.7M +$259K +5,583 +5%
LFGO
31
Legacy Financial Group (Oklahoma)
Oklahoma
$5.55M +$84.9K +1,826 +2%
WFAG
32
Wescott Financial Advisory Group
Pennsylvania
$4.92M -$214K -4,604 -4%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$4.82M +$4.82M +103,704 New
Stifel Financial
34
Stifel Financial
Missouri
$4.8M -$2.28M -49,120 -32%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$4.75M +$4.75M +102,282 New
RIM
36
RW Investment Management
Idaho
$4.58M +$17.3K +372 +0.4%
FG
37
Foster Group
Iowa
$4.5M -$5.9K -127 -0.1%
CWM
38
Core Wealth Management
Florida
$4.2M +$1.04M +22,427 +33%
RVPG
39
Relative Value Partners Group
$4.19M -$167K -3,584 -4%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$3.97M +$3.97M +85,499 New
QHA
41
Quarry Hill Advisors
Minnesota
$3.75M -$224K -4,826 -6%
MWM
42
Modera Wealth Management
New Jersey
$3.68M +$155K +3,335 +4%
WA
43
Waverly Advisors
Alabama
$3.67M -$19.8K -425 -0.5%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$3.38M -$370K -7,956 -10%
VFP
45
Verus Financial Partners
Virginia
$3.26M +$653K +13,999 +25%
AIS
46
American Investment Services
Massachusetts
$3.02M +$5.76K +124 +0.2%
API
47
Advisor Partners II
California
$2.57M -$4.59M -98,724 -64%
GAM
48
GEM Asset Management
Michigan
$2.47M -$418K -8,986 -14%
PFM
49
Phillips Financial Management
Indiana
$2.38M +$8.88K +191 +0.4%
SRC
50
Sage Rhino Capital
California
$2.36M +$147K +3,157 +7%