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Dimensional National Municipal Bond ETF

190 hedge funds and large institutions have $1B invested in Dimensional National Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 50 reducing their positions, and 7 closing their positions.

Holders
190
Holders Change
+21
Holders Change %
+12.43%
% of All Funds
2.75%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
29
Increased
82
Reduced
50
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PFA
101
Pure Financial Advisors
California
$939K 19,337 +219 +1%
RJA
102
Raymond James & Associates
Florida
$906K 18,661 +18,661 New
EIA
103
Eldridge Investment Advisors
New Hampshire
$782K 16,101 -5,979 -27%
FOA
104
Five Oceans Advisors
California
$763K 15,722
2L
105
25 LLC
Missouri
$754K 15,539 +183 +1%
DI
106
Disciplined Investments
Oklahoma
$744K 15,333 -1,434 -9%
WAG
107
Wheelhouse Advisory Group
Missouri
$710K 14,631 +14,631 New
WWM
108
Western Wealth Management
Colorado
$696K 14,341 +1,004 +8%
JTWM
109
Jackson Thornton Wealth Management
Alabama
$643K 13,241 +36 +0.3%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$573K 11,811 +6,932 +142%
DAS
111
Dynamic Advisor Solutions
Arizona
$565K 11,641 -8 -0.1%
WA
112
Wealthstream Advisors
New York
$564K 11,624
TFP
113
Triune Financial Partners
Kansas
$548K 11,288 +75 +0.7%
RWM
114
Ruedi Wealth Management
Illinois
$531K 10,940
Morgan Stanley
115
Morgan Stanley
New York
$531K 10,934 +1,947 +22%
GFA
116
Grunden Financial Advisory
Texas
$522K 10,750 +72 +0.7%
RCAG
117
Rehmann Capital Advisory Group
Michigan
$522K 10,747 +1,846 +21%
BFG
118
Bleakley Financial Group
New Jersey
$521K 10,740 +2,894 +37%
PWA
119
Physician Wealth Advisors
Utah
$516K 10,676
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$511K 10,521 +1,125 +12%
WP
121
WMS Partners
Maryland
$510K 10,505
CFO
122
CVA Family Office
Colorado
$491K 10,115 +2,320 +30%
DF
123
DecisionPoint Financial
Arizona
$490K 10,098
FCM
124
Family Capital Management
Michigan
$466K 9,592 +2,035 +27%
ME
125
McIlrath & Eck
Washington
$460K 9,469