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Dimensional National Municipal Bond ETF

125 hedge funds and large institutions have $492M invested in Dimensional National Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+17
Holders Change %
+15.74%
% of All Funds
2%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
24
Increased
60
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NRWA
76
North Ridge Wealth Advisors
Oregon
$709K +$709K +14,669 New
SIAG
77
Safeguard Investment Advisory Group
California
$638K +$638K +13,198 New
AFS
78
Annapolis Financial Services
Maryland
$626K +$246K +5,084 +65%
Bank of America
79
Bank of America
North Carolina
$621K +$621K +12,862 New
W
80
WPWealth
Texas
$591K +$301K +6,223 +104%
HighTower Advisors
81
HighTower Advisors
Illinois
$568K +$568K +11,747 New
TFP
82
Triune Financial Partners
Kansas
$526K -$502K -10,392 -49%
RCAG
83
Rehmann Capital Advisory Group
Michigan
$519K +$23.6K +489 +5%
AC
84
Avestar Capital
New York
$498K +$18.8K +389 +4%
QA
85
Quantitative Advantage
Minnesota
$489K +$51.2K +1,060 +12%
RGF
86
Retirement Guys Formula
Ohio
$473K
TI
87
Tidal Investments
Wisconsin
$472K +$472K +9,767 New
DPI
88
Diversified Portfolios Inc
Michigan
$453K +$6.52K +135 +1%
DAS
89
Dynamic Advisor Solutions
Arizona
$450K +$580 +12 +0.1%
CAM
90
CPA Asset Management
Florida
$448K
SIG
91
Spinnaker Investment Group
California
$445K +$49K +1,015 +12%
RLIM
92
Red Lighthouse Investment Management
New York
$441K +$30K +620 +7%
WCA
93
Waypoint Capital Advisors
Minnesota
$424K
Morgan Stanley
94
Morgan Stanley
New York
$416K +$416K +8,619 New
BWG
95
Beta Wealth Group
California
$396K +$396K +8,195 New
2L
96
25 LLC
Missouri
$377K +$377K +7,849 New
BFG
97
Bleakley Financial Group
New Jersey
$367K -$105K -2,171 -22%
SS
98
Simplicity Solutions
Minnesota
$367K +$367K +7,590 New
MML Investors Services
99
MML Investors Services
Massachusetts
$351K +$351K +7,271 New
CC
100
Copperleaf Capital
North Carolina
$307K +$307K +6,356 New