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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 %
MG
51
Mather Group
Illinois
$3.2M 66,015 -181,995 -73%
US Bancorp
52
US Bancorp
Minnesota
$3.17M 65,372 +43,533 +199%
Bank of America
53
Bank of America
North Carolina
$3.01M 62,120 +16,290 +36%
PFM
54
Phillips Financial Management
Indiana
$2.8M 57,773 +6,642 +13%
RVPG
55
Relative Value Partners Group
$2.49M 51,368 -38,782 -43%
HSG
56
Helen Stephens Group
Texas
$2.37M 48,885 +12,265 +33%
SRC
57
Sage Rhino Capital
California
$2.36M 48,594 -2,156 -4%
LCM
58
Liberty Capital Management
Michigan
$2.32M 47,880 -1,644 -3%
PAG
59
Private Advisor Group
New Jersey
$2.26M 46,620 +16,130 +53%
LWMNY
60
Landmark Wealth Management (New York)
New York
$2.22M 45,820 -3,944 -8%
IWS
61
Integrity Wealth Solutions
Colorado
$2.13M 43,853 +43,853 New
Truist Financial
62
Truist Financial
North Carolina
$1.95M 40,250 +8,443 +27%
DPW
63
DiNuzzo Private Wealth
Pennsylvania
$1.91M 39,397 +39,397 New
LNC
64
Lincoln National Corp
Pennsylvania
$1.82M 37,578 +901 +2%
BAAM
65
Baker Avenue Asset Management
California
$1.78M 36,787 -12,574 -25%
BCM
66
Blume Capital Management
California
$1.7M 35,122 +200 +0.6%
NRWA
67
North Ridge Wealth Advisors
Oregon
$1.65M 33,981 +9,975 +42%
FFM
68
Forum Financial Management
Illinois
$1.58M 32,499 -13,178 -29%
EWA
69
Elevate Wealth Advisory
Georgia
$1.54M 31,786 +31,786 New
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$1.52M 31,265 -4,254 -12%
SC
71
Shearwater Capital
Colorado
$1.48M 30,535 -178 -0.6%
PAS
72
Park Avenue Securities
New York
$1.43M 29,509 +203 +0.7%
SIS
73
Strategic Investment Solutions
Illinois
$1.36M 28,004 -175,511 -86%
PWS
74
Physician Wealth Solutions
Nevada
$1.33M 27,331 +27,331 New
EIA
75
Eldridge Investment Advisors
New Hampshire
$1.3M 26,815 -8,047 -23%