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Dimensional National Municipal Bond ETF

137 hedge funds and large institutions have $673M invested in Dimensional National Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 45 reducing their positions, and 11 closing their positions.

Holders
137
Holders Change
+13
Holders Change %
+10.48%
% of All Funds
2.18%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
26
Increased
54
Reduced
45
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IA
126
IFP Advisors
Florida
$155K 3,338 -1,996 -37%
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$102K 2,204 -1,256 -36%
CCMI
128
Creative Capital Management Investments
California
$85.6K 1,842
SIC
129
SJS Investment Consulting
Ohio
$65.8K 1,415 +20 +1%
Wells Fargo
130
Wells Fargo
California
$46.5K 1,000 +1,000 New
GRP
131
Global Retirement Partners
California
$45.6K 984 +199 +25%
GJIA
132
Glass Jacobson Investment Advisors
Maryland
$24.8K 533 +533 New
HGERS
133
Householder Group Estate & Retirement Specialist
Arizona
$15.8K 341 +341 New
VCM
134
Versant Capital Management
Arizona
$14.8K 319 +319 New
AF
135
Advisornet Financial
Minnesota
$13.8K 297 +297 New
William Blair & Company
136
William Blair & Company
Illinois
$232 5 +5 New
Fidelity Investments
137
Fidelity Investments
Massachusetts
$46 1 +1 New
LWM
138
LJI Wealth Management
Indiana
-129,887 Closed
OMC
139
Old Mission Capital
Illinois
-20,150 Closed
FTUS
140
Flow Traders U.S.
New York
-16,838 Closed
FWI
141
Facet Wealth Inc
Maryland
-15,953 Closed
FMWA
142
Forvis Mazars Wealth Advisors
Missouri
-10,387 Closed
SWM
143
Seaside Wealth Management
California
-5,078 Closed
AFA
144
Alpha Financial Advisors
North Carolina
-4,200 Closed
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
-3,533 Closed
UBS Group
146
UBS Group
Switzerland
-3,052 Closed
GTAM
147
Global Trust Asset Management
Florida
-500 Closed
AWM
148
Aspire Wealth Management
Massachusetts
-472 Closed
CFGS
149
Concourse Financial Group Securities
Alabama