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Dimensional National Municipal Bond ETF

125 hedge funds and large institutions have $492M invested in Dimensional National Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+17
Holders Change %
+15.74%
% of All Funds
2%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
24
Increased
60
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SEIA
101
Signature Estate & Investment Advisors
California
$300K -$4.53M -93,706 -94%
CT
102
Colonial Trust
South Carolina
$294K +$11.8K +244 +4%
IA
103
IFP Advisors
Florida
$273K -$78.4K -1,563 -22%
RGC
104
Roberts, Glore & Co
Illinois
$266K +$48.3K +1,000 +22%
GB
105
Goepper Burkhardt
South Carolina
$266K +$266K +5,500 New
PP
106
PrairieView Partners
Minnesota
$255K -$2.02K -42 -0.8%
SWM
107
SeaCrest Wealth Management
New York
$250K +$250K +5,174 New
SWM
108
Seaside Wealth Management
California
$243K +$1.44K +30 +0.6%
AFA
109
Alpha Financial Advisors
North Carolina
$203K
PCI
110
Planning Center Inc
Illinois
$201K +$201K +4,139 New
JPMorgan Chase & Co
111
JPMorgan Chase & Co
New York
$103K +$103K +2,142 New
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$97K +$42.5K +877 +78%
CCMI
113
Creative Capital Management Investments
California
$70.8K
AAS
114
Ameritas Advisory Services
Nebraska
$68.7K +$68.7K +1,422 New
UBS Group
115
UBS Group
Switzerland
$58.2K +$58.2K +1,204 New
SIC
116
SJS Investment Consulting
Ohio
$52.9K +$1.16K +24 +2%
GRP
117
Global Retirement Partners
California
$42.1K +$240 +5 +0.6%
ASN
118
Advisory Services Network
Georgia
$33K +$5.61K +116 +20%
FFA
119
Farther Finance Advisors
California
$26.8K +$26.8K +555 New
BAM
120
Belpointe Asset Management
Nevada
$25.9K
GTAM
121
Global Trust Asset Management
Florida
$24.2K
AWM
122
Aspire Wealth Management
Massachusetts
$22.8K +$22.8K +472 New
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$19.9K +$6.24K +129,190 +46%
ME
124
McIlrath & Eck
Washington
$18.2K
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$580 +$580 +12 New