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Dimensional National Municipal Bond ETF

228 hedge funds and large institutions have $1.15B invested in Dimensional National Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 103 increasing their positions, 53 reducing their positions, and 11 closing their positions.

Holders
228
Holders Change
+38
Holders Change %
+20%
% of All Funds
3.04%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.29%
New
51
Increased
103
Reduced
53
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GLLW
26
Graves Light Lenhart Wealth
Virginia
$11.1M 233,305 +12,266 +6%
IWC
27
Integrated Wealth Concepts
Massachusetts
$9.53M 199,593 +6,240 +3%
MCA
28
Maryland Capital Advisors
Maryland
$9.04M 189,177 +5,632 +3%
RCA
29
Resonant Capital Advisors
Wisconsin
$8.98M 188,028 +26,849 +17%
VFP
30
Vested Financial Planning
California
$8.92M 186,803 +186,803 New
VF
31
Vestment Financial
Minnesota
$8.84M 184,963 +184,963 New
CFGF
32
Compass Financial Group (Florida)
Florida
$8.77M 183,667 -6,223 -3%
CIM
33
Confluence Investment Management
Missouri
$8.48M 177,417 -8,564 -5%
WFA
34
West Financial Advisors
Iowa
$8.27M 173,115 -11,019 -6%
DWM
35
David Wealth Management
Virginia
$7.95M 166,489 +166,489 New
CFO
36
Collective Family Office
Pennsylvania
$7.9M 165,347 +7,806 +5%
E
37
EntreWealth
Texas
$6.83M 140,593 +140,593 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$5.56M 116,435 +5,963 +5%
VPWA
39
Vestia Personal Wealth Advisors
Indiana
$5.54M 115,991 +53,801 +87%
Corient Private Wealth
40
Corient Private Wealth
Florida
$5.35M 111,960 -18,205 -14%
SWA
41
Sax Wealth Advisors
New Jersey
$4.87M 101,865 -9,303 -8%
PWIA
42
Porter White Investment Advisors
Alabama
$4.67M 97,668 +1,511 +2%
UWM
43
United Wealth Management
Virginia
$4.6M 96,271 +96,271 New
EAM
44
Evanson Asset Management
California
$4.58M 95,834 +74 +0.1%
LFGO
45
Legacy Financial Group (Oklahoma)
Oklahoma
$4.52M 94,642 -5,069 -5%
AIS
46
American Investment Services
Massachusetts
$4.42M 92,574 +1,422 +2%
WFAG
47
Wescott Financial Advisory Group
Pennsylvania
$4.31M 90,138 -566 -0.6%
CWM
48
Core Wealth Management
Florida
$4.3M 89,948 +4,049 +5%
AF
49
Allworth Financial
California
$4.21M 87,999 -7,237 -8%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$4.07M 85,235 -5,560 -6%