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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.

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 Market Value Shares Shares
Change
Shares
Change %
LWMNY
51
Landmark Wealth Management (New York)
New York
$2.31M 49,764 +6,848 +16%
LCM
52
Liberty Capital Management
Michigan
$2.3M 49,524
BAAM
53
Baker Avenue Asset Management
California
$2.29M 49,361 +23,310 +89%
Bank of America
54
Bank of America
North Carolina
$2.13M 45,830 +24,321 +113%
FFM
55
Forum Financial Management
Illinois
$2.12M 45,677 -3,067 -6%
EAM
56
Evanson Asset Management
California
$1.99M 42,775 +20,074 +88%
SIG
57
Spinnaker Investment Group
California
$1.93M 41,511 +6,761 +19%
FPAS
58
Focus Partners Advisor Solutions
Missouri
$1.75M 37,698 +37,698 New
LNC
59
Lincoln National Corp
Pennsylvania
$1.7M 36,677 +5,823 +19%
HSG
60
Helen Stephens Group
Texas
$1.7M 36,620 -443 -1%
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$1.65M 35,519 -6,337 -15%
BCM
62
Blume Capital Management
California
$1.62M 34,922 +457 +1%
EIA
63
Eldridge Investment Advisors
New Hampshire
$1.62M 34,862 -5,893 -14%
Truist Financial
64
Truist Financial
North Carolina
$1.48M 31,807 +1,906 +6%
SC
65
Shearwater Capital
Colorado
$1.43M 30,713 -381 -1%
PAG
66
Private Advisor Group
New Jersey
$1.42M 30,490 -19,252 -39%
PAS
67
Park Avenue Securities
New York
$1.36M 29,306 +880 +3%
WFA
68
Websterrogers Financial Advisors
South Carolina
$1.2M 25,896 -487 -2%
TFA
69
Triad Financial Advisors
North Carolina
$1.16M 24,918 -2,266 -8%
NRWA
70
North Ridge Wealth Advisors
Oregon
$1.12M 24,006 +4,913 +26%
Jane Street
71
Jane Street
New York
$1.05M 22,638 -58,797 -72%
MSFS
72
Main Street Financial Solutions
Pennsylvania
$1.03M 22,195 +22,195 New
US Bancorp
73
US Bancorp
Minnesota
$1.01M 21,839
BSW
74
Buckingham Strategic Wealth
Missouri
$1M 21,556 +21,556 New
PFO
75
Pathstone Family Office
New Jersey
$896K 19,272 -727,875 -97%