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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
GOCP
126
Great Oak Capital Partners
Massachusetts
$456K +$2.81K +58 +0.6%
WP
127
Wealthspan Partners
Iowa
$451K
BWG
128
Beta Wealth Group
California
$442K +$8.88K +183 +2%
RWM
129
Rockwood Wealth Management
Pennsylvania
$439K -$13.7K -283 -3%
Betterment LLC
130
Betterment LLC
New York
$439K -$16.8K -345 -4%
LWM
131
LJI Wealth Management
Indiana
$429K -$10.1K -208 -2%
MC
132
McCarthy & Cox
Ohio
$426K -$79.2K -1,631 -16%
RFP
133
RCS Financial Planning
Maryland
$420K +$19.9K +409 +5%
NWM
134
Northwest Wealth Management
Iowa
$415K +$415K +8,542 New
Kovitz Investment Group Partners
135
Kovitz Investment Group Partners
Illinois
$413K +$413K +8,512 New
NA
136
NewEdge Advisors
Louisiana
$403K -$45.5K -937 -10%
JWCA
137
J.W. Cole Advisors
Florida
$391K -$14.9K -306 -4%
GJIA
138
Glass Jacobson Investment Advisors
Maryland
$387K +$27.8K +572 +8%
CC
139
Copperleaf Capital
North Carolina
$365K -$6.75K -139 -2%
AL
140
Aspiriant LLC
California
$363K
SW
141
Simplicity Wealth
New Jersey
$355K -$25.6K -528 -7%
BI
142
Beckerman Institutional
New Jersey
$343K +$343K +7,064 New
FWP
143
Firethorn Wealth Partners
Georgia
$337K -$71.2K -1,467 -17%
BP
144
BWM Planning
Texas
$324K +$324K +6,673 New
RLIM
145
Red Lighthouse Investment Management
New York
$324K +$14.4K +296 +5%
AWA
146
Acorn Wealth Advisors
Michigan
$318K +$318K +6,545 New
AFS
147
Annapolis Financial Services
Maryland
$316K
MWP
148
Meredith Wealth Planning
Illinois
$300K +$66.9K +1,378 +29%
AIP
149
Ameritas Investment Partners
Nebraska
$294K +$294K +6,060 New
EFP
150
Envision Financial Planning
Tennessee
$289K +$3.69K +76 +1%