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Dimensional National Municipal Bond ETF

124 hedge funds and large institutions have $574M invested in Dimensional National Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 61 increasing their positions, 39 reducing their positions, and 8 closing their positions.

Holders
124
Holders Change
-1
Holders Change %
-0.8%
% of All Funds
1.96%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
9
Increased
61
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AF
76
Allworth Financial
California
$766K 16,091 -10,330 -39%
FWI
77
Facet Wealth Inc
Maryland
$757K 15,953 +196 +1%
RCAG
78
Rehmann Capital Advisory Group
Michigan
$753K 15,801 +5,053 +47%
FOA
79
Five Oceans Advisors
California
$746K 15,658 -6,129 -28%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$711K 14,918 +14,918 New
AFS
81
Annapolis Financial Services
Maryland
$697K 14,626 +1,669 +13%
W
82
WPWealth
Texas
$576K 12,098 -133 -1%
WWM
83
Western Wealth Management
Colorado
$575K 12,069 -6,681 -36%
TCBWMS
84
Texas Capital Bank Wealth Management Services
Texas
$546K 11,466 -13,834 -55%
TFP
85
Triune Financial Partners
Kansas
$521K 10,939 +56 +0.5%
Osaic Holdings
86
Osaic Holdings
Arizona
$512K 10,752 -54,791 -84%
FMWA
87
Forvis Mazars Wealth Advisors
Missouri
$495K 10,387 -10,481 -50%
DAS
88
Dynamic Advisor Solutions
Arizona
$493K 10,358 +1,053 +11%
AC
89
Avestar Capital
New York
$470K 9,876 -421 -4%
RGF
90
Retirement Guys Formula
Ohio
$467K 9,798
TI
91
Tidal Investments
Wisconsin
$464K 9,737 -30 -0.3%
DPI
92
Diversified Portfolios Inc
Michigan
$456K 9,582 +208 +2%
CAM
93
CPA Asset Management
Florida
$441K 9,263
RLIM
94
Red Lighthouse Investment Management
New York
$435K 9,135
BFG
95
Bleakley Financial Group
New Jersey
$426K 8,951 +1,361 +18%
SS
96
Simplicity Solutions
Minnesota
$426K 8,951 +1,361 +18%
MML Investors Services
97
MML Investors Services
Massachusetts
$424K 8,905 +1,634 +22%
WCA
98
Waypoint Capital Advisors
Minnesota
$418K 8,779
Morgan Stanley
99
Morgan Stanley
New York
$411K 8,619
BWG
100
Beta Wealth Group
California
$393K 8,245 +50 +0.6%