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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 %
CT
151
Colonial Trust
South Carolina
$287K
CCMI
152
Creative Capital Management Investments
California
$286K +$159K +3,266 +124%
AQR Capital Management
153
AQR Capital Management
Connecticut
$284K +$284K +5,859 New
SWM
154
Sterling Wealth Management
Illinois
$284K +$284K +5,856 New
DPI
155
Diversified Portfolios Inc
Michigan
$276K -$91.5K -1,885 -25%
Creative Planning
156
Creative Planning
Kansas
$274K +$3.4K +70 +1%
KWM
157
KFG Wealth Management
Indiana
$270K -$6.55K -135 -2%
Comerica Bank
158
Comerica Bank
Texas
$263K
CAG
159
Csenge Advisory Group
Florida
$261K +$261K +5,402 New
SPC
160
Sigma Planning Corp
Michigan
$253K -$14.4K -297 -5%
SWM
161
Seaside Wealth Management
California
$251K +$1.65K +34 +0.7%
OMC
162
Old Mission Capital
Illinois
$247K +$247K +5,081 New
CCFM
163
Clear Creek Financial Management
Washington
$245K
SWM
164
SeaCrest Wealth Management
New York
$242K
FFA
165
Farther Finance Advisors
California
$240K +$240K +4,951 New
RFP
166
Root Financial Partners
California
$240K +$240K +4,940 New
JC
167
Jentner Corp
Ohio
$236K +$236K +4,870 New
CA
168
Claris Advisors
Missouri
$236K +$13.1K +269 +6%
BCG
169
Breakwater Capital Group
New Jersey
$227K +$9.76K +201 +4%
CL
170
Choreo LLC
Illinois
$224K
BOSSRA
171
B.O.S.S. Retirement Advisors
Utah
$219K +$219K +4,509 New
AFA
172
Alpha Financial Advisors
North Carolina
$204K
MFWP
173
Mosaic Family Wealth Partners
Missouri
$201K +$201K +4,139 New
DWM
174
Dopkins Wealth Management
New York
$200K +$200K +4,112 New
GWSG
175
GPS Wealth Strategies Group
Colorado
$180K