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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 %
BCG
151
Breakwater Capital Group
New Jersey
$214K -$43.4K -909 -17%
PFP
152
Pinnacle Financial Partners
Tennessee
$204K +$204K +4,263 New
AFA
153
Alpha Financial Advisors
North Carolina
$201K
GWSG
154
GPS Wealth Strategies Group
Colorado
$177K
CCMI
155
Creative Capital Management Investments
California
$126K
SIC
156
SJS Investment Consulting
Ohio
$74.9K +$53.2K +1,114 +245%
Jones Financial Companies
157
Jones Financial Companies
Missouri
$66.9K +$66.9K +1,400 New
CSB
158
City State Bank
Iowa
$49.6K +$49.6K +1,038 New
GRP
159
Global Retirement Partners
California
$45.9K
IA
160
IFP Advisors
Florida
$33K +$3.06K +64 +10%
ACA
161
Aptus Capital Advisors
Alabama
$28.8K +$28.8K +602 New
SRCM
162
Signature Resources Capital Management
California
$22.3K -$9.36K -196 -30%
PA
163
Parallel Advisors
California
$22.2K +$143 +3 +0.7%
PMFA
164
Plante Moran Financial Advisors
Michigan
$15.8K +$15.8K +331 New
AF
165
Advisornet Financial
Minnesota
$14.4K +$96 +2 +0.7%
CA
166
Clearstead Advisors
Ohio
$4.16K
William Blair & Company
167
William Blair & Company
Illinois
$3.63K -$15.1K -317 -81%
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +63 New
BAM
169
Belpointe Asset Management
Nevada
$292 +$292 +6 New
Jane Street
170
Jane Street
New York
-$3.78M -78,554 Closed
RVPG
171
Relative Value Partners Group
-$2.49M -51,369 Closed
LNC
172
Lincoln National Corp
Pennsylvania
-$1.96M -40,844 Closed
FFM
173
Forum Financial Management
Illinois
-$1.56M -32,514 Closed
SWM
174
Soundmark Wealth Management
Washington
-$893K -18,563 Closed
Goldman Sachs
175
Goldman Sachs
New York
-$333K -6,917 Closed