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Dimensional National Municipal Bond ETF

164 hedge funds and large institutions have $802M invested in Dimensional National Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 8 closing their positions.

Holders
164
Holders Change
+27
Holders Change %
+19.71%
% of All Funds
2.4%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.28%
New
38
Increased
65
Reduced
51
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WP
101
Wealthspan Partners
Iowa
$654K 13,478
B
102
Bridgeworth
Alabama
$609K 12,548 +12,548 New
FWP
103
Firethorn Wealth Partners
Georgia
$607K 12,522 -4,231 -25%
WWM
104
Western Wealth Management
Colorado
$587K 12,098 +17 +0.1%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$570K 11,760 -3,307 -22%
NA
106
NewEdge Advisors
Louisiana
$567K 11,773 +11,773 New
DAS
107
Dynamic Advisor Solutions
Arizona
$563K 11,616 +1,250 +12%
WFA
108
Websterrogers Financial Advisors
South Carolina
$562K 11,587 -14,309 -55%
W
109
WPWealth
Texas
$552K 11,389 -437 -4%
TFP
110
Triune Financial Partners
Kansas
$538K 11,087 +87 +0.8%
RWM
111
Rockwood Wealth Management
Pennsylvania
$536K 11,059 -2,359 -18%
PWA
112
Physician Wealth Advisors
Utah
$514K 10,676 +10,676 New
GFA
113
Grunden Financial Advisory
Texas
$513K 10,574 +10,574 New
WP
114
WMS Partners
Maryland
$510K 10,505 +10,505 New
SIG
115
Spinnaker Investment Group
California
$494K 10,183 -31,328 -75%
DF
116
DecisionPoint Financial
Arizona
$490K 10,098 +10,098 New
CAM
117
CPA Asset Management
Florida
$489K 10,083 +1,030 +11%
WA
118
Wealthstream Advisors
New York
$484K 9,980 +3,573 +56%
ME
119
McIlrath & Eck
Washington
$470K 9,697 +5,052 +109%
RCAG
120
Rehmann Capital Advisory Group
Michigan
$427K 8,801
BFG
121
Bleakley Financial Group
New Jersey
$398K 8,203 -2,070 -20%
SS
122
Simplicity Solutions
Minnesota
$398K 8,203 -2,070 -20%
AWM
123
AE Wealth Management
Kansas
$395K 8,200 -4,236 -34%
Royal Bank of Canada
124
Royal Bank of Canada
Ontario, Canada
$394K 8,116 +5,912 +268%
DPI
125
Diversified Portfolios Inc
Michigan
$386K 7,962 +620 +8%