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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 %
CCMI
151
Creative Capital Management Investments
California
$89.4K
SIC
152
SJS Investment Consulting
Ohio
$72.5K +$3.88K +80 +6%
GRP
153
Global Retirement Partners
California
$46.5K -$1.11K -23 -2%
ASN
154
Advisory Services Network
Georgia
$33.1K +$33.1K +683 New
SRCM
155
Signature Resources Capital Management
California
$32.2K +$32.2K +663 New
IA
156
IFP Advisors
Florida
$30.3K -$131K -2,712 -81%
RCM
157
Richardson Capital Management
Wisconsin
$24.3K +$24.3K +500 New
HGERS
158
Householder Group Estate & Retirement Specialist
Arizona
$16K
AF
159
Advisornet Financial
Minnesota
$14.5K +$97 +2 +0.7%
PCM
160
Penserra Capital Management
California
$7K +$7K +153 New
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$6.4K +$6.4K +132 New
Fidelity Investments
162
Fidelity Investments
Massachusetts
$4.27K +$4.22K +87 +8,700%
CA
163
Clearstead Advisors
Ohio
$4.22K +$4.22K +87 New
William Blair & Company
164
William Blair & Company
Illinois
$776 +$534 +11 +220%
Susquehanna International Group
165
Susquehanna International Group
Pennsylvania
-$4.82M -103,704 Closed
Jane Street
166
Jane Street
New York
-$1.05M -22,638 Closed
TI
167
Tidal Investments
Wisconsin
-$453K -9,755 Closed
RGF
168
Retirement Guys Formula
Ohio
-$426K -9,161 Closed
SPC
169
Sigma Planning Corp
Michigan
-$260K -5,597 Closed
GB
170
Goepper Burkhardt
South Carolina
-$256K -5,500 Closed
Wells Fargo
171
Wells Fargo
California
-$46.5K -1,000 Closed
VCM
172
Versant Capital Management
Arizona
-$14.8K -319 Closed