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Dimensional National Municipal Bond ETF

164 hedge funds and large institutions have $802M invested in Dimensional National Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 8 closing their positions.

Holders
164
Holders Change
+27
Holders Change %
+19.71%
% of All Funds
2.4%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.28%
New
38
Increased
65
Reduced
51
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HHWM
76
Hiley Hunt Wealth Management
Nebraska
$1.27M 26,149 +26,149 New
AFS
77
Annapolis Financial Services
Maryland
$1.26M 25,950 +11,942 +85%
ODA
78
One Degree Advisors
California
$1.23M 25,583 +25,583 New
OA
79
Oceanside Advisors
South Carolina
$1.23M 25,405 +25,405 New
OIA
80
OneDigital Investment Advisors
Kansas
$1.15M 23,658 +23,658 New
IAG
81
Investmark Advisory Group
Connecticut
$1.03M 21,144 +21,144 New
SWA
82
Sax Wealth Advisors
New Jersey
$1.02M 20,999 +5,500 +35%
MSFS
83
Main Street Financial Solutions
Pennsylvania
$1M 20,673 -1,522 -7%
HighTower Advisors
84
HighTower Advisors
Illinois
$966K 19,910 +19,910 New
RGC
85
Roberts, Glore & Co
Illinois
$951K 19,600 +14,100 +256%
SIAG
86
Safeguard Investment Advisory Group
California
$937K 19,320 +1,633 +9%
PFA
87
Pure Financial Advisors
California
$918K 18,927 +18,927 New
SWM
88
Soundmark Wealth Management
Washington
$897K 18,490
Osaic Holdings
89
Osaic Holdings
Arizona
$893K 18,603 +5,350 +40%
BAM
90
Belpointe Asset Management
Nevada
$850K 17,523 +11,863 +210%
WWWM
91
White Wing Wealth Management
Texas
$840K 17,325 +17,325 New
Morgan Stanley
92
Morgan Stanley
New York
$836K 17,238 +8,619 +100%
PP
93
PrairieView Partners
Minnesota
$827K 17,058 +11,767 +222%
DI
94
Disciplined Investments
Oklahoma
$813K 16,767
HWMC
95
Heritage Wealth Management (California)
California
$771K 15,896 +15,896 New
FOA
96
Five Oceans Advisors
California
$763K 15,722 +64 +0.4%
QHA
97
Quarry Hill Advisors
Minnesota
$758K 15,633 -65,094 -81%
2L
98
25 LLC
Missouri
$716K 14,755 +6,461 +78%
AC
99
Avestar Capital
New York
$687K 14,154 +2,772 +24%
TCBWMS
100
Texas Capital Bank Wealth Management Services
Texas
$671K 13,831 +958 +7%