DFNM icon

Dimensional National Municipal Bond ETF

190 hedge funds and large institutions have $1B invested in Dimensional National Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 50 reducing their positions, and 7 closing their positions.

Holders
190
Holders Change
+21
Holders Change %
+12.43%
% of All Funds
2.75%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
29
Increased
82
Reduced
50
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TCBWMS
76
Texas Capital Bank Wealth Management Services
Texas
$1.52M 31,410
GVAG
77
Great Valley Advisor Group
Delaware
$1.52M 31,311 +241 +0.8%
Financial Engines Advisors
78
Financial Engines Advisors
California
$1.44M 29,668 +29,668 New
MML Investors Services
79
MML Investors Services
Massachusetts
$1.44M 29,581 +13,754 +87%
SIS
80
Strategic Investment Solutions
Illinois
$1.41M 29,091 -71 -0.2%
WWWM
81
White Wing Wealth Management
Texas
$1.41M 29,052 +1,721 +6%
ODA
82
One Degree Advisors
California
$1.39M 28,736 -1,385 -5%
PP
83
PrairieView Partners
Minnesota
$1.38M 28,369 -80 -0.3%
CSPIA
84
Cary Street Partners Investment Advisory
Virginia
$1.38M 28,344 +22,095 +354%
BBHC
85
Brown Brothers Harriman & Co
New York
$1.33M 27,375 +27,375 New
QHA
86
Quarry Hill Advisors
Minnesota
$1.32M 27,293 +6,598 +32%
CAM
87
CPA Asset Management
Florida
$1.31M 26,986 -248 -0.9%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$1.29M 26,473 +68 +0.3%
PWS
89
Physician Wealth Solutions
Nevada
$1.24M 25,896
SRC
90
Sage Rhino Capital
California
$1.18M 24,312 -6,288 -21%
WFA
91
Websterrogers Financial Advisors
South Carolina
$1.16M 23,886 +2,846 +14%
Jane Street
92
Jane Street
New York
$1.15M 23,635 +23,635 New
OA
93
Oceanside Advisors
South Carolina
$1.14M 23,428 +128 +0.5%
SIAG
94
Safeguard Investment Advisory Group
California
$1.11M 22,908 +449 +2%
ACA
95
Aptus Capital Advisors
Alabama
$1.09M 22,357 +21,755 +3,614%
W
96
WPWealth
Texas
$1.08M 22,202 -339 -2%
HWMC
97
Heritage Wealth Management (California)
California
$1.06M 21,863 +1,534 +8%
IAG
98
Investmark Advisory Group
Connecticut
$1.05M 21,728
MSFS
99
Main Street Financial Solutions
Pennsylvania
$1.01M 20,807
RGC
100
Roberts, Glore & Co
Illinois
$1,000K 20,600 -1,000 -5%