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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 Market Value Shares Shares
Change
Shares
Change %
LWMNY
51
Landmark Wealth Management (New York)
New York
$2.04M 42,916 -6,761 -14%
PFGIA
52
Patriot Financial Group Insurance Agency
Massachusetts
$1.99M 41,856 +41,856 New
EIA
53
Eldridge Investment Advisors
New Hampshire
$1.94M 40,755 -3,080 -7%
HSG
54
Helen Stephens Group
Texas
$1.77M 37,063 -12,867 -26%
SIG
55
Spinnaker Investment Group
California
$1.66M 34,750 +25,539 +277%
BCM
56
Blume Capital Management
California
$1.64M 34,465 +320 +0.9%
SC
57
Shearwater Capital
Colorado
$1.48M 31,094 +7,899 +34%
LNC
58
Lincoln National Corp
Pennsylvania
$1.47M 30,854 +2,988 +11%
Truist Financial
59
Truist Financial
North Carolina
$1.42M 29,901 -266 -0.9%
PAS
60
Park Avenue Securities
New York
$1.35M 28,426 +2,751 +11%
TFA
61
Triad Financial Advisors
North Carolina
$1.29M 27,184 +1 +0%
WFA
62
Websterrogers Financial Advisors
South Carolina
$1.26M 26,383 +4,765 +22%
BAAM
63
Baker Avenue Asset Management
California
$1.24M 26,051 +4,685 +22%
EAM
64
Evanson Asset Management
California
$1.08M 22,701 +22,701 New
US Bancorp
65
US Bancorp
Minnesota
$1.04M 21,839
Bank of America
66
Bank of America
North Carolina
$1.02M 21,509 +8,647 +67%
DI
67
Disciplined Investments
Oklahoma
$978K 20,529 +4,310 +27%
OMC
68
Old Mission Capital
Illinois
$960K 20,150 -18,583 -48%
SIAG
69
Safeguard Investment Advisory Group
California
$940K 19,741 +6,543 +50%
SWA
70
Sax Wealth Advisors
New Jersey
$935K 19,624 +4,680 +31%
RWM
71
Rockwood Wealth Management
Pennsylvania
$914K 19,187 -1,685 -8%
NRWA
72
North Ridge Wealth Advisors
Oregon
$909K 19,093 +4,424 +30%
SWM
73
Soundmark Wealth Management
Washington
$881K 18,490
FTUS
74
Flow Traders U.S.
New York
$802K 16,838 -782 -4%
FWP
75
Firethorn Wealth Partners
Georgia
$795K 16,697 +330 +2%