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Dimensional National Municipal Bond ETF

164 hedge funds and large institutions have $802M invested in Dimensional National Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 8 closing their positions.

Holders
164
Holders Change
+27
Holders Change %
+19.71%
% of All Funds
2.4%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.28%
New
38
Increased
65
Reduced
51
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
126
Teamwork Financial Advisors
Texas
$382K +$9.7K +200 +3%
RFP
127
RCS Financial Planning
Maryland
$373K +$31.7K +654 +9%
BWG
128
Beta Wealth Group
California
$367K -$10.6K -219 -3%
CC
129
Copperleaf Capital
North Carolina
$360K -$11K -227 -3%
WCA
130
Waypoint Capital Advisors
Minnesota
$335K
OMC
131
Old Mission Capital
Illinois
$332K +$332K +6,837 New
RLIM
132
Red Lighthouse Investment Management
New York
$309K -$134K -2,760 -30%
FFA
133
Farther Finance Advisors
California
$299K +$299K +6,156 New
CT
134
Colonial Trust
South Carolina
$297K +$19K +392 +7%
Betterment LLC
135
Betterment LLC
New York
$291K +$27.5K +568 +10%
KWM
136
KFG Wealth Management
Indiana
$277K +$277K +5,705 New
Comerica Bank
137
Comerica Bank
Texas
$263K
SWM
138
SeaCrest Wealth Management
New York
$257K
EFP
139
Envision Financial Planning
Tennessee
$257K -$226K -4,663 -47%
LWM
140
LJI Wealth Management
Indiana
$254K +$254K +5,244 New
IA
141
IFG Advisory
Georgia
$252K +$39.3K +811 +19%
SWM
142
Seaside Wealth Management
California
$246K +$246K +5,070 New
CCFM
143
Clear Creek Financial Management
Washington
$245K -$274K -5,649 -53%
Creative Planning
144
Creative Planning
Kansas
$243K +$243K +5,010 New
BCG
145
Breakwater Capital Group
New Jersey
$240K +$240K +4,986 New
FTUS
146
Flow Traders U.S.
New York
$234K +$234K +4,817 New
MML Investors Services
147
MML Investors Services
Massachusetts
$213K -$53.4K -1,101 -20%
GJIA
148
Glass Jacobson Investment Advisors
Maryland
$204K +$178K +3,673 +689%
AFA
149
Alpha Financial Advisors
North Carolina
$204K +$204K +4,200 New
GWSG
150
GPS Wealth Strategies Group
Colorado
$180K +$180K +3,705 New