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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 %
WCM
151
Warburton Capital Management
Oklahoma
$471K 9,871 +9,871 New
Betterment LLC
152
Betterment LLC
New York
$462K 9,667 +632 +7%
BWG
153
Beta Wealth Group
California
$458K 9,589 +493 +5%
BH
154
Burk Holdings
Oklahoma
$458K 9,584 +9,584 New
GOCP
155
Great Oak Capital Partners
Massachusetts
$453K 9,514 +88 +0.9%
MWG
156
Martin Worley Group
Utah
$453K 9,481 +9,481 New
WP
157
Wealthspan Partners
Iowa
$444K 9,287
LWM
158
LJI Wealth Management
Indiana
$436K 9,131 +300 +3%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$431K 9,022 -1,499 -14%
Morgan Stanley
160
Morgan Stanley
New York
$422K 8,835 -2,099 -19%
BI
161
Beckerman Institutional
New Jersey
$421K 8,811 +1,747 +25%
RFP
162
RCS Financial Planning
Maryland
$419K 8,768 +117 +1%
XPN
163
XY Planning Network
Montana
$412K 8,615 +8,615 New
CC
164
Copperleaf Capital
North Carolina
$408K 8,550 +1,022 +14%
GJIA
165
Glass Jacobson Investment Advisors
Maryland
$408K 8,541 +574 +7%
TFP
166
Triune Financial Partners
Kansas
$401K 8,391 -2,897 -26%
JWCA
167
J.W. Cole Advisors
Florida
$396K 8,300 +240 +3%
PAM
168
Pacific Asset Management
Washington
$385K 8,059 +8,059 New
ME
169
McIlrath & Eck
Washington
$367K 7,686 -1,783 -19%
FCI
170
Financial Counselors Inc
Kansas
$364K 7,622 +7,622 New
AL
171
Aspiriant LLC
California
$358K 7,486
BP
172
BWM Planning
Texas
$353K 7,390 +717 +11%
FWP
173
Firethorn Wealth Partners
Georgia
$328K 6,876 -64 -0.9%
AA
174
ArborFi Advisors
Michigan
$327K 6,847 +6,847 New
RLIM
175
Red Lighthouse Investment Management
New York
$327K 6,839 +166 +2%