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Dimensional National Municipal Bond ETF

69 hedge funds and large institutions have $286M invested in Dimensional National Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
69
Holders Change
+11
Holders Change %
+18.97%
% of All Funds
1.19%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
17
Increased
35
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIG
51
Spinnaker Investment Group
California
$380K 8,157 +3,435 +73%
LWAC
52
Laurel Wealth Advisors (California)
California
$371K 7,964 +30 +0.4%
DAS
53
Dynamic Advisor Solutions
Arizona
$357K 7,647 +1,046 +16%
RK
54
Rather & Kittrell
Tennessee
$356K 7,633 +7,633 New
IA
55
IFP Advisors
Florida
$351K 6,939 +1,909 +38%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$334K 7,161 +7,161 New
US Bancorp
57
US Bancorp
Minnesota
$247K 5,298 +5,298 New
DFC
58
DBK Financial Counsel
Ohio
$244K 5,234 +134 +3%
SWM
59
Seaside Wealth Management
California
$233K 5,005 +22 +0.4%
LNC
60
Lincoln National Corp
Pennsylvania
$209K 4,486 +4,486 New
IWC
61
Integrated Wealth Concepts
Massachusetts
$202K 4,334 -363 -8%
BCM
62
Blume Capital Management
California
$124K 2,650
DI
63
Disciplined Investments
Oklahoma
$115K 2,468 +1,860 +306%
PP
64
PrairieView Partners
Minnesota
$87K 1,874
GTAM
65
Global Trust Asset Management
Florida
$47K 1,000
GRP
66
Global Retirement Partners
California
$41K 872 -34 -4%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$29K 624 +624 New
SIC
68
SJS Investment Consulting
Ohio
$20K 430 +430 New
AFS
69
Annapolis Financial Services
Maryland
$15K 314 +314 New
FSG
70
Financial Strategies Group
Michigan
-9,162 Closed
RHBC
71
R.H. Bluestein & Co
Michigan
-8,795 Closed
ACP
72
Aveo Capital Partners
Colorado
-4,216 Closed
SWM
73
SeaCrest Wealth Management
New York
-2,900 Closed
UBS Group
74
UBS Group
Switzerland
-1,068 Closed
AF
75
Allworth Financial
California
-847 Closed