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Dimensional National Municipal Bond ETF

169 hedge funds and large institutions have $919M invested in Dimensional National Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 77 increasing their positions, 48 reducing their positions, and 15 closing their positions.

Holders
169
Holders Change
+7
Holders Change %
+4.32%
% of All Funds
2.46%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
22
Increased
77
Reduced
48
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JTWM
101
Jackson Thornton Wealth Management
Alabama
$631K 13,205 +13,205 New
DAS
102
Dynamic Advisor Solutions
Arizona
$556K 11,649 +19 +0.2%
WA
103
Wealthstream Advisors
New York
$555K 11,624 +732 +7%
TFP
104
Triune Financial Partners
Kansas
$536K 11,213 +74 +0.7%
RWM
105
Ruedi Wealth Management
Illinois
$523K 10,940 +10,940 New
PWA
106
Physician Wealth Advisors
Utah
$513K 10,676
GFA
107
Grunden Financial Advisory
Texas
$510K 10,678 +70 +0.7%
WP
108
WMS Partners
Maryland
$502K 10,505
MC
109
McCarthy & Cox
Ohio
$497K 10,397 -3,680 -26%
DF
110
DecisionPoint Financial
Arizona
$485K 10,098
ME
111
McIlrath & Eck
Washington
$452K 9,469
GOCP
112
Great Oak Capital Partners
Massachusetts
$452K 9,368 +9,368 New
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$449K 9,396 -2,148 -19%
Betterment LLC
114
Betterment LLC
New York
$448K 9,380 +2,553 +37%
RWM
115
Rockwood Wealth Management
Pennsylvania
$446K 9,336 -946 -9%
WP
116
Wealthspan Partners
Iowa
$444K 9,287 -5,747 -38%
NA
117
NewEdge Advisors
Louisiana
$442K 9,243 -2,530 -21%
LWM
118
LJI Wealth Management
Indiana
$432K 9,039 +3,795 +72%
Morgan Stanley
119
Morgan Stanley
New York
$429K 8,987
BWG
120
Beta Wealth Group
California
$426K 8,913 +404 +5%
RCAG
121
Rehmann Capital Advisory Group
Michigan
$425K 8,901
FWP
122
Firethorn Wealth Partners
Georgia
$402K 8,407 -960 -10%
JWCA
123
J.W. Cole Advisors
Florida
$400K 8,366 +41 +0.5%
RFP
124
RCS Financial Planning
Maryland
$394K 8,242 +88 +1%
TWM
125
Thrive Wealth Management
Pennsylvania
$382K 8,002 +8,002 New