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Dimensional National Municipal Bond ETF

162 hedge funds and large institutions have $894M invested in Dimensional National Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 77 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
162
Holders Change
-2
Holders Change %
-1.22%
% of All Funds
2.35%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
14
Increased
77
Reduced
46
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
76
CPA Asset Management
Florida
$1.29M +$807K +16,775 +166%
PWS
77
Physician Wealth Solutions
Nevada
$1.27M -$47.8K -993 -4%
EIA
78
Eldridge Investment Advisors
New Hampshire
$1.26M -$33.4K -694 -3%
ODA
79
One Degree Advisors
California
$1.21M -$21.1K -438 -2%
WFA
80
Websterrogers Financial Advisors
South Carolina
$1.16M +$607K +12,613 +109%
OA
81
Oceanside Advisors
South Carolina
$1.12M -$100K -2,084 -8%
WWWM
82
White Wing Wealth Management
Texas
$1.11M +$275K +5,729 +33%
SIAG
83
Safeguard Investment Advisory Group
California
$1.09M +$156K +3,254 +17%
IAG
84
Investmark Advisory Group
Connecticut
$1.03M +$18K +375 +2%
OIA
85
OneDigital Investment Advisors
Kansas
$1.01M -$125K -2,593 -11%
MSFS
86
Main Street Financial Solutions
Pennsylvania
$994K -$433 -9 -0%
HHWM
87
Hiley Hunt Wealth Management
Nebraska
$967K -$290K -6,034 -23%
HWMC
88
Heritage Wealth Management (California)
California
$957K +$193K +4,006 +25%
RGC
89
Roberts, Glore & Co
Illinois
$943K
PFA
90
Pure Financial Advisors
California
$914K +$3.8K +79 +0.4%
SWM
91
Soundmark Wealth Management
Washington
$893K +$3.51K +73 +0.4%
PP
92
PrairieView Partners
Minnesota
$837K +$16.4K +341 +2%
DI
93
Disciplined Investments
Oklahoma
$806K
FOA
94
Five Oceans Advisors
California
$756K
WP
95
Wealthspan Partners
Iowa
$723K +$74.8K +1,556 +12%
QHA
96
Quarry Hill Advisors
Minnesota
$709K -$42.4K -881 -6%
SIG
97
Spinnaker Investment Group
California
$694K +$204K +4,248 +42%
MC
98
McCarthy & Cox
Ohio
$677K +$677K +14,077 New
MML Investors Services
99
MML Investors Services
Massachusetts
$629K +$418K +8,692 +198%
WWM
100
Western Wealth Management
Colorado
$625K +$42.9K +892 +7%