DFNM icon

Dimensional National Municipal Bond ETF

228 hedge funds and large institutions have $1.15B invested in Dimensional National Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 103 increasing their positions, 53 reducing their positions, and 11 closing their positions.

Holders
228
Holders Change
+38
Holders Change %
+20%
% of All Funds
3.04%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.29%
New
51
Increased
103
Reduced
53
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WWWM
101
White Wing Wealth Management
Texas
$1.32M 27,543 -1,509 -5%
CWA
102
CogentBlue Wealth Advisors
Tennessee
$1.29M 27,000 +27,000 New
PWS
103
Physician Wealth Solutions
Nevada
$1.24M 25,896
MML Investors Services
104
MML Investors Services
Massachusetts
$1.24M 25,872 -3,709 -13%
HWMC
105
Heritage Wealth Management (California)
California
$1.23M 25,833 +3,970 +18%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$1.22M 25,554 -7,453 -23%
OA
107
Oceanside Advisors
South Carolina
$1.15M 24,132 +704 +3%
WFA
108
Websterrogers Financial Advisors
South Carolina
$1.13M 23,586 -300 -1%
SIAG
109
Safeguard Investment Advisory Group
California
$1.12M 23,465 +557 +2%
SC
110
Scratch Capital
Idaho
$1.1M 23,117 +23,117 New
ODA
111
One Degree Advisors
California
$1.08M 22,569 -6,167 -21%
IAG
112
Investmark Advisory Group
Connecticut
$1.06M 22,084 +356 +2%
MSFS
113
Main Street Financial Solutions
Pennsylvania
$1.01M 21,082 +275 +1%
RGC
114
Roberts, Glore & Co
Illinois
$984K 20,600
W
115
WPWealth
Texas
$932K 19,517 -2,685 -12%
PFA
116
Pure Financial Advisors
California
$869K 18,184 -1,153 -6%
SWA
117
Sterling Wealth Advisors
Florida
$857K 17,946 +17,946 New
NWM
118
Northwest Wealth Management
Iowa
$815K 17,053 +8,511 +100%
OWA
119
Oak Wealth Advisors
Illinois
$798K 16,703 +16,703 New
BBHC
120
Brown Brothers Harriman & Co
New York
$793K 16,600 -10,775 -39%
FOA
121
Five Oceans Advisors
California
$751K 15,722
DI
122
Disciplined Investments
Oklahoma
$732K 15,333
RCAG
123
Rehmann Capital Advisory Group
Michigan
$731K 15,300 +4,553 +42%
BMWS
124
Brady Martz Wealth Solutions
North Dakota
$727K 15,266 +15,266 New
NA
125
Note Advisors
New York
$719K 15,059 +15,059 New