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Dimensional National Municipal Bond ETF

228 hedge funds and large institutions have $1.15B invested in Dimensional National Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 103 increasing their positions, 53 reducing their positions, and 11 closing their positions.

Holders
228
Holders Change
+38
Holders Change %
+20%
% of All Funds
3.04%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.29%
New
51
Increased
103
Reduced
53
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RIM
51
RW Investment Management
Idaho
$3.93M 82,292 -6,004 -7%
PCA
52
Prosperity Capital Advisors
Ohio
$3.92M 82,068 +7,599 +10%
VWM
53
Vermillion Wealth Management
Minnesota
$3.85M 80,554 +80,554 New
VFP
54
Verus Financial Partners
Virginia
$3.85M 80,692 +1,278 +2%
Stifel Financial
55
Stifel Financial
Missouri
$3.73M 77,979 -22,902 -23%
WA
56
Waverly Advisors
Alabama
$3.7M 77,384 +2,504 +3%
MWM
57
Modera Wealth Management
New Jersey
$3.65M 76,491 +1,721 +2%
TCM
58
Tassel Capital Management
North Carolina
$3.53M 73,884 +73,884 New
GAM
59
GEM Asset Management
Michigan
$3.52M 73,723 +590 +0.8%
Osaic Holdings
60
Osaic Holdings
Arizona
$3.34M 69,922 +12,271 +21%
DPW
61
DiNuzzo Private Wealth
Pennsylvania
$3.09M 64,750 +11,918 +23%
TFO
62
Timonier Family Office
North Carolina
$2.96M 62,065 +62,065 New
AFO
63
Aurelius Family Office
New Hampshire
$2.87M 60,102 +60,102 New
Financial Engines Advisors
64
Financial Engines Advisors
California
$2.83M 59,336 +29,668 +100%
BWM
65
BCO Wealth Management
New Mexico
$2.81M 58,899 +58,899 New
US Bancorp
66
US Bancorp
Minnesota
$2.78M 58,124
DWM
67
Dopkins Wealth Management
New York
$2.75M 57,559 +53,447 +1,300%
FA
68
FF Advisors
California
$2.69M 55,935 -15,840 -22%
MWA
69
Mills Wealth Advisors
Texas
$2.65M 55,371 -18,804 -25%
PP
70
PrairieView Partners
Minnesota
$2.54M 53,240 +24,871 +88%
CC
71
Citrine Capital
California
$2.47M 51,671 +51,671 New
Truist Financial
72
Truist Financial
North Carolina
$2.36M 49,477 +2,487 +5%
LWMNY
73
Landmark Wealth Management (New York)
New York
$2.29M 47,837 +1,513 +3%
BAAM
74
Baker Avenue Asset Management
California
$2.27M 47,523 +5,255 +12%
MG
75
Mather Group
Illinois
$2.22M 46,462 -3,120 -6%