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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
BFG
126
Bleakley Financial Group
New Jersey
$375K +$1.15K +24 +0.3%
SW
127
Simplicity Wealth
New Jersey
$375K +$1.15K +24 +0.3%
CFO
128
CVA Family Office
Colorado
$372K +$175K +3,670 +89%
CC
129
Copperleaf Capital
North Carolina
$366K +$18.5K +387 +5%
DPI
130
Diversified Portfolios Inc
Michigan
$362K -$18.3K -384 -5%
FCM
131
Family Capital Management
Michigan
$361K +$51.5K +1,078 +17%
AL
132
Aspiriant LLC
California
$358K +$358K +7,486 New
GJIA
133
Glass Jacobson Investment Advisors
Maryland
$353K +$27.3K +572 +8%
AFS
134
Annapolis Financial Services
Maryland
$311K +$127K +2,653 +69%
RLIM
135
Red Lighthouse Investment Management
New York
$305K
IA
136
IFG Advisory
Georgia
$302K +$302K +6,328 New
CSPIA
137
Cary Street Partners Investment Advisory
Virginia
$299K +$299K +6,249 New
CT
138
Colonial Trust
South Carolina
$282K -$3.63K -76 -1%
EFP
139
Envision Financial Planning
Tennessee
$281K +$430 +9 +0.2%
KWM
140
KFG Wealth Management
Indiana
$273K
Creative Planning
141
Creative Planning
Kansas
$266K
SPC
142
Sigma Planning Corp
Michigan
$263K -$4.06K -85 -2%
Comerica Bank
143
Comerica Bank
Texas
$259K
SWM
144
Seaside Wealth Management
California
$245K +$1.58K +33 +0.6%
CCFM
145
Clear Creek Financial Management
Washington
$242K
SWM
146
SeaCrest Wealth Management
New York
$238K -$14.7K -308 -6%
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
$233K +$233K +4,879 New
MWP
148
Meredith Wealth Planning
Illinois
$230K +$230K +4,805 New
CL
149
Choreo LLC
Illinois
$220K +$220K +4,607 New
CA
150
Claris Advisors
Missouri
$219K +$219K +4,595 New