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Dimensional National Municipal Bond ETF

164 hedge funds and large institutions have $802M invested in Dimensional National Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 8 closing their positions.

Holders
164
Holders Change
+27
Holders Change %
+19.71%
% of All Funds
2.4%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.28%
New
38
Increased
65
Reduced
51
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MCA
26
Maryland Capital Advisors
Maryland
$8.63M 177,933 -6,035 -3%
WFA
27
West Financial Advisors
Iowa
$8.08M 166,555 -2,030 -1%
Corient Private Wealth
28
Corient Private Wealth
Florida
$6.1M 125,762 +3,161 +3%
SC
29
Savant Capital
Illinois
$6.08M 125,278 -50,223 -29%
PCA
30
Prosperity Capital Advisors
Ohio
$5.14M 106,058 +106,058 New
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$4.87M 100,291 +14,792 +17%
Stifel Financial
32
Stifel Financial
Missouri
$4.86M 100,122 -3,100 -3%
LFGO
33
Legacy Financial Group (Oklahoma)
Oklahoma
$4.73M 97,583 -21,852 -18%
WFAG
34
Wescott Financial Advisory Group
Pennsylvania
$4.53M 93,288 -12,485 -12%
FG
35
Foster Group
Iowa
$4.5M 96,860
PWIA
36
Porter White Investment Advisors
Alabama
$4.44M 91,590 -34,772 -28%
RIM
37
RW Investment Management
Idaho
$4.44M 91,495 -6,966 -7%
MWM
38
Modera Wealth Management
New Jersey
$4.01M 82,732 +3,560 +4%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$3.89M 80,119 +7,437 +10%
FPAS
40
Focus Partners Advisor Solutions
Missouri
$3.86M 79,589 +41,891 +111%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$3.81M 78,529 -23,753 -23%
WA
42
Waverly Advisors
Alabama
$3.78M 77,992 -899 -1%
GAM
43
GEM Asset Management
Michigan
$3.71M 76,565 +23,453 +44%
CWM
44
Core Wealth Management
Florida
$3.69M 76,136 -14,261 -16%
AIS
45
American Investment Services
Massachusetts
$3.65M 75,169 +10,182 +16%
AF
46
Allworth Financial
California
$3.54M 73,062 +63,980 +704%
VFP
47
Verus Financial Partners
Virginia
$3.54M 73,574 +3,603 +5%
EAM
48
Evanson Asset Management
California
$3.51M 72,285 +29,510 +69%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$3.49M 71,917 +63,906 +798%
FA
50
FF Advisors
California
$3.48M 71,775 +71,775 New