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Dimensional National Municipal Bond ETF

162 hedge funds and large institutions have $894M invested in Dimensional National Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 77 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
162
Holders Change
-2
Holders Change %
-1.22%
% of All Funds
2.35%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
14
Increased
77
Reduced
46
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
2L
101
25 LLC
Missouri
$580K 12,067 -2,688 -18%
NA
102
NewEdge Advisors
Louisiana
$566K 11,773
DAS
103
Dynamic Advisor Solutions
Arizona
$559K 11,630 +14 +0.1%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$555K 11,544 -216 -2%
TFP
105
Triune Financial Partners
Kansas
$536K 11,139 +52 +0.5%
W
106
WPWealth
Texas
$526K 10,934 -455 -4%
WA
107
Wealthstream Advisors
New York
$524K 10,892 +912 +9%
GFA
108
Grunden Financial Advisory
Texas
$510K 10,608 +34 +0.3%
PWA
109
Physician Wealth Advisors
Utah
$509K 10,676
Osaic Holdings
110
Osaic Holdings
Arizona
$506K 10,532 -8,071 -43%
WP
111
WMS Partners
Maryland
$505K 10,505
RWM
112
Rockwood Wealth Management
Pennsylvania
$494K 10,282 -777 -7%
DF
113
DecisionPoint Financial
Arizona
$481K 10,098
ME
114
McIlrath & Eck
Washington
$455K 9,469 -228 -2%
FWP
115
Firethorn Wealth Partners
Georgia
$450K 9,367 -3,155 -25%
Morgan Stanley
116
Morgan Stanley
New York
$432K 8,987 -8,251 -48%
RCAG
117
Rehmann Capital Advisory Group
Michigan
$428K 8,901 +100 +1%
BWG
118
Beta Wealth Group
California
$409K 8,509 +945 +12%
JWCA
119
J.W. Cole Advisors
Florida
$400K 8,325 +8,325 New
RFP
120
RCS Financial Planning
Maryland
$392K 8,154 +458 +6%
DPI
121
Diversified Portfolios Inc
Michigan
$383K 7,962
BFG
122
Bleakley Financial Group
New Jersey
$376K 7,822 -381 -5%
SW
123
Simplicity Wealth
New Jersey
$376K 7,822 +7,822 New
CC
124
Copperleaf Capital
North Carolina
$350K 7,280 -149 -2%
Goldman Sachs
125
Goldman Sachs
New York
$333K 6,917 +6,917 New