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Dimensional National Municipal Bond ETF

137 hedge funds and large institutions have $673M invested in Dimensional National Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 45 reducing their positions, and 11 closing their positions.

Holders
137
Holders Change
+13
Holders Change %
+10.48%
% of All Funds
2.18%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
26
Increased
54
Reduced
45
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AF
101
Allworth Financial
California
$422K 9,082 -7,009 -44%
CAM
102
CPA Asset Management
Florida
$421K 9,053 -210 -2%
RCAG
103
Rehmann Capital Advisory Group
Michigan
$409K 8,801 -7,000 -44%
Morgan Stanley
104
Morgan Stanley
New York
$401K 8,619
2L
105
25 LLC
Missouri
$385K 8,294 +171 +2%
JPMorgan Chase & Co
106
JPMorgan Chase & Co
New York
$372K 8,011 +8,011 New
BWG
107
Beta Wealth Group
California
$362K 7,783 -462 -6%
TFA
108
Teamwork Financial Advisors
Texas
$357K 7,679 +7,679 New
CC
109
Copperleaf Capital
North Carolina
$356K 7,656 +1,300 +20%
DPI
110
Diversified Portfolios Inc
Michigan
$341K 7,342 -2,240 -23%
RFP
111
RCS Financial Planning
Maryland
$327K 7,042 +7,042 New
WCA
112
Waypoint Capital Advisors
Minnesota
$321K 6,902 -1,877 -21%
WA
113
Wealthstream Advisors
New York
$298K 6,407
CT
114
Colonial Trust
South Carolina
$267K 5,741 -347 -6%
BAM
115
Belpointe Asset Management
Nevada
$263K 5,660
SPC
116
Sigma Planning Corp
Michigan
$260K 5,597 +5,597 New
RGC
117
Roberts, Glore & Co
Illinois
$256K 5,500
GB
118
Goepper Burkhardt
South Carolina
$256K 5,500
MML Investors Services
119
MML Investors Services
Massachusetts
$255K 5,489 -3,416 -38%
Betterment LLC
120
Betterment LLC
New York
$253K 5,438 +5,438 New
Comerica Bank
121
Comerica Bank
Texas
$252K 5,414 +5,414 New
SWM
122
SeaCrest Wealth Management
New York
$246K 5,294
PP
123
PrairieView Partners
Minnesota
$245K 5,291
ME
124
McIlrath & Eck
Washington
$216K 4,645 +4,269 +1,135%
IA
125
IFG Advisory
Georgia
$203K 4,375 +4,375 New