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Dimensional National Municipal Bond ETF

137 hedge funds and large institutions have $673M invested in Dimensional National Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 45 reducing their positions, and 11 closing their positions.

Holders
137
Holders Change
+13
Holders Change %
+10.48%
% of All Funds
2.18%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
26
Increased
54
Reduced
45
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWM
76
Soundmark Wealth Management
Washington
$859K 18,490
SIAG
77
Safeguard Investment Advisory Group
California
$822K 17,687 -2,054 -10%
DI
78
Disciplined Investments
Oklahoma
$779K 16,767 -3,762 -18%
FWP
79
Firethorn Wealth Partners
Georgia
$779K 16,753 +56 +0.3%
FOA
80
Five Oceans Advisors
California
$728K 15,658
SWA
81
Sax Wealth Advisors
New Jersey
$720K 15,499 -4,125 -21%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$700K 15,067 +149 +1%
AFS
83
Annapolis Financial Services
Maryland
$651K 14,008 -618 -4%
WP
84
Wealthspan Partners
Iowa
$626K 13,478 +13,478 New
RWM
85
Rockwood Wealth Management
Pennsylvania
$624K 13,418 -5,769 -30%
Osaic Holdings
86
Osaic Holdings
Arizona
$616K 13,253 +2,501 +23%
TCBWMS
87
Texas Capital Bank Wealth Management Services
Texas
$598K 12,873 +1,407 +12%
AWM
88
AE Wealth Management
Kansas
$578K 12,436 +5,165 +71%
WWM
89
Western Wealth Management
Colorado
$561K 12,081 +12 +0.1%
W
90
WPWealth
Texas
$550K 11,826 -272 -2%
AC
91
Avestar Capital
New York
$529K 11,382 +1,506 +15%
TFP
92
Triune Financial Partners
Kansas
$511K 11,000 +61 +0.6%
CCFM
93
Clear Creek Financial Management
Washington
$497K 10,705 +10,705 New
DAS
94
Dynamic Advisor Solutions
Arizona
$482K 10,366 +8 +0.1%
BFG
95
Bleakley Financial Group
New Jersey
$477K 10,273 +1,322 +15%
SS
96
Simplicity Solutions
Minnesota
$477K 10,273 +1,322 +15%
EFP
97
Envision Financial Planning
Tennessee
$462K 9,951 +9,951 New
TI
98
Tidal Investments
Wisconsin
$453K 9,755 +18 +0.2%
RGF
99
Retirement Guys Formula
Ohio
$426K 9,161 -637 -7%
RLIM
100
Red Lighthouse Investment Management
New York
$425K 9,137 +2 +0%