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Dimensional National Municipal Bond ETF

228 hedge funds and large institutions have $1.15B invested in Dimensional National Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 103 increasing their positions, 53 reducing their positions, and 11 closing their positions.

Holders
228
Holders Change
+38
Holders Change %
+20%
% of All Funds
3.04%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.29%
New
51
Increased
103
Reduced
53
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NRWA
76
North Ridge Wealth Advisors
Oregon
$2.22M 46,454 -1,103 -2%
LCM
77
Liberty Capital Management
Michigan
$2.18M 45,661
CSP
78
Cary Street Partners
Virginia
$2.16M 45,291 +45,291 New
VP
79
Verisail Partners
Georgia
$2.07M 43,335 +43,335 New
SFP
80
SwitchPoint Financial Planning
Utah
$2.07M 43,241 +43,241 New
PAG
81
Private Advisor Group
New Jersey
$2.04M 42,805 -279 -0.6%
EWA
82
Elevate Wealth Advisory
Georgia
$1.97M 41,285 +775 +2%
WAG
83
Wheelhouse Advisory Group
Missouri
$1.96M 41,060 +26,429 +181%
2L
84
25 LLC
Missouri
$1.95M 40,741 +25,202 +162%
HSG
85
Helen Stephens Group
Texas
$1.93M 40,496 +1,334 +3%
PAS
86
Park Avenue Securities
New York
$1.92M 40,159 +958 +2%
PFGIA
87
Patriot Financial Group Insurance Agency
Massachusetts
$1.9M 39,710 -1,806 -4%
SIS
88
Strategic Investment Solutions
Illinois
$1.86M 33,600 +4,509 +15%
HHWM
89
Hiley Hunt Wealth Management
Nebraska
$1.84M 38,505 +6,434 +20%
OIA
90
OneDigital Investment Advisors
Kansas
$1.83M 38,279 -949 -2%
PFM
91
Phillips Financial Management
Indiana
$1.78M 37,341 -14,986 -29%
SC
92
Shearwater Capital
Colorado
$1.77M 36,983 +1,612 +5%
SC
93
Savant Capital
Illinois
$1.61M 33,666 -7,273 -18%
Jane Street
94
Jane Street
New York
$1.6M 33,457 +9,822 +42%
GVAG
95
Great Valley Advisor Group
Delaware
$1.57M 32,965 +1,654 +5%
BCM
96
Blume Capital Management
California
$1.53M 31,972 -14,200 -31%
IWS
97
Integrity Wealth Solutions
Colorado
$1.53M 31,945 -321 -1%
QHA
98
Quarry Hill Advisors
Minnesota
$1.48M 30,935 +3,642 +13%
CAM
99
CPA Asset Management
Florida
$1.45M 30,383 +3,397 +13%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$1.39M 29,076 +2,603 +10%