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Dimensional National Municipal Bond ETF

190 hedge funds and large institutions have $1B invested in Dimensional National Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 50 reducing their positions, and 7 closing their positions.

Holders
190
Holders Change
+21
Holders Change %
+12.43%
% of All Funds
2.75%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
29
Increased
82
Reduced
50
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GAM
51
GEM Asset Management
Michigan
$3.54M 73,133 -544 -0.7%
FA
52
FF Advisors
California
$3.46M 71,775
VPWA
53
Vestia Personal Wealth Advisors
Indiana
$3.02M 62,190 +9,995 +19%
US Bancorp
54
US Bancorp
Minnesota
$2.82M 58,124
Osaic Holdings
55
Osaic Holdings
Arizona
$2.8M 57,651 +6,954 +14%
DPW
56
DiNuzzo Private Wealth
Pennsylvania
$2.56M 52,832 +9,225 +21%
PFM
57
Phillips Financial Management
Indiana
$2.54M 52,327 -7,814 -13%
MG
58
Mather Group
Illinois
$2.41M 49,582 -14,243 -22%
NRWA
59
North Ridge Wealth Advisors
Oregon
$2.31M 47,557 +7,031 +17%
Truist Financial
60
Truist Financial
North Carolina
$2.28M 46,990 +2,588 +6%
LWMNY
61
Landmark Wealth Management (New York)
New York
$2.25M 46,324 +253 +0.5%
BCM
62
Blume Capital Management
California
$2.24M 46,172 +12,650 +38%
LCM
63
Liberty Capital Management
Michigan
$2.22M 45,661
PAG
64
Private Advisor Group
New Jersey
$2.09M 43,084 +4,630 +12%
BAAM
65
Baker Avenue Asset Management
California
$2.05M 42,268 +8,653 +26%
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$2.02M 41,516 +1,464 +4%
SC
67
Savant Capital
Illinois
$1.99M 40,939 -1,472 -3%
EWA
68
Elevate Wealth Advisory
Georgia
$1.97M 40,510 +165 +0.4%
OIA
69
OneDigital Investment Advisors
Kansas
$1.9M 39,228 -184 -0.5%
PAS
70
Park Avenue Securities
New York
$1.9M 39,201 -5,254 -12%
HSG
71
Helen Stephens Group
Texas
$1.9M 39,162 -6,584 -14%
SC
72
Shearwater Capital
Colorado
$1.72M 35,371 +1,263 +4%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$1.6M 33,007 -1,222 -4%
IWS
74
Integrity Wealth Solutions
Colorado
$1.57M 32,266 -5,694 -15%
HHWM
75
Hiley Hunt Wealth Management
Nebraska
$1.56M 32,071 +6,510 +25%