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Dimensional National Municipal Bond ETF

124 hedge funds and large institutions have $574M invested in Dimensional National Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 61 increasing their positions, 39 reducing their positions, and 8 closing their positions.

Holders
124
Holders Change
-1
Holders Change %
-0.8%
% of All Funds
1.96%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
9
Increased
61
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
2L
101
25 LLC
Missouri
$388K 8,123 +274 +3%
AWM
102
AE Wealth Management
Kansas
$346K 7,271 +7,271 New
WA
103
Wealthstream Advisors
New York
$305K 6,407 -14,104 -69%
CC
104
Copperleaf Capital
North Carolina
$303K 6,356
CT
105
Colonial Trust
South Carolina
$290K 6,088 +1 +0%
SIS
106
Strategic Investment Solutions
Illinois
$278K 5,850 -24,622 -81%
BAM
107
Belpointe Asset Management
Nevada
$270K 5,660 +5,124 +956%
RGC
108
Roberts, Glore & Co
Illinois
$262K 5,500
GB
109
Goepper Burkhardt
South Carolina
$262K 5,500
IA
110
IFP Advisors
Florida
$254K 5,334 -103 -2%
SWM
111
SeaCrest Wealth Management
New York
$252K 5,294 +120 +2%
PP
112
PrairieView Partners
Minnesota
$252K 5,291
SWM
113
Seaside Wealth Management
California
$242K 5,078 +26 +0.5%
AFA
114
Alpha Financial Advisors
North Carolina
$200K 4,200
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$168K 3,533 +3,521 +29,342%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$165K 3,460 +1,459 +73%
UBS Group
117
UBS Group
Switzerland
$145K 3,052 +1,848 +153%
LWM
118
LJI Wealth Management
Indiana
$130K 129,887 +129,887 New
CCMI
119
Creative Capital Management Investments
California
$87.7K 1,842 +377 +26%
SIC
120
SJS Investment Consulting
Ohio
$66.4K 1,395 +300 +27%
GRP
121
Global Retirement Partners
California
$37.4K 785 -92 -10%
GTAM
122
Global Trust Asset Management
Florida
$23.8K 500
AWM
123
Aspire Wealth Management
Massachusetts
$22.5K 472
ME
124
McIlrath & Eck
Washington
$17.9K 376
TWD
125
True Wealth Design
Ohio
-40,221 Closed