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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 %
JTWM
126
Jackson Thornton Wealth Management
Alabama
$701K 14,668 +1,427 +11%
T
127
Tableaux
Massachusetts
$692K 14,489 +14,489 New
FTUS
128
Flow Traders U.S.
New York
$681K 14,266 +14,266 New
FF
129
Friday Financial
Iowa
$676K 14,159 +14,159 New
EIA
130
Eldridge Investment Advisors
New Hampshire
$676K 14,156 -1,945 -12%
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$658K 13,779 +13,779 New
PWM
132
Parkworth Wealth Management
California
$652K 13,656 +13,656 New
WA
133
Wealthstream Advisors
New York
$604K 12,647 +1,023 +9%
Cambridge Investment Research Advisors
134
Cambridge Investment Research Advisors
Iowa
$590K 12,351 +540 +5%
Kovitz Investment Group Partners
135
Kovitz Investment Group Partners
Illinois
$580K 12,131 +3,619 +43%
DAS
136
Dynamic Advisor Solutions
Arizona
$570K 11,942 +301 +3%
FCM
137
Family Capital Management
Michigan
$569K 11,901 +2,309 +24%
WWM
138
Western Wealth Management
Colorado
$564K 11,800 -2,541 -18%
CBT
139
Crews Bank & Trust
Florida
$553K 11,585 +11,585 New
SWM
140
SpringVest Wealth Management
Texas
$543K 11,374 +11,374 New
GFA
141
Grunden Financial Advisory
Texas
$518K 10,850 +100 +0.9%
CFO
142
CVA Family Office
Colorado
$515K 10,785 +670 +7%
ACA
143
Aptus Capital Advisors
Alabama
$514K 10,770 -11,587 -52%
Creative Planning
144
Creative Planning
Kansas
$513K 10,746 +5,100 +90%
SW
145
Simplicity Wealth
New Jersey
$512K 10,709 +3,391 +46%
WP
146
WMS Partners
Maryland
$502K 10,505
CA
147
Claris Advisors
Missouri
$497K 10,404 +5,540 +114%
NA
148
NewEdge Advisors
Louisiana
$493K 10,324 +2,018 +24%
JC
149
Jentner Corp
Ohio
$492K 10,308 +5,438 +112%
DF
150
DecisionPoint Financial
Arizona
$482K 10,098