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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.

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 %
UBS Group
176
UBS Group
Switzerland
$162K +$162K +3,329 New
SIC
177
SJS Investment Consulting
Ohio
$84K +$7.86K +162 +10%
Jones Financial Companies
178
Jones Financial Companies
Missouri
$67.9K
GWM
179
Geneos Wealth Management
Colorado
$56.1K +$56.1K +1,155 New
CSB
180
City State Bank
Iowa
$50.4K
GRP
181
Global Retirement Partners
California
$46.6K
FHA
182
First Horizon Advisors
Tennessee
$44.8K +$44.8K +922 New
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$44K +$40.9K +842 +1,337%
IA
184
IFP Advisors
Florida
$33.6K +$97 +2 +0.3%
PA
185
Parallel Advisors
California
$22.7K +$146 +3 +0.6%
SRCM
186
Signature Resources Capital Management
California
$22.4K -$243 -5 -1%
AF
187
Advisornet Financial
Minnesota
$14.8K +$97 +2 +0.7%
PG
188
Proffitt & Goodson
Tennessee
$14.5K +$14.5K +298 New
William Blair & Company
189
William Blair & Company
Illinois
$3.98K +$291 +6 +8%
BAM
190
Belpointe Asset Management
Nevada
$299
Lido Advisors
191
Lido Advisors
California
-$2.94M -61,500 Closed
SIG
192
Spinnaker Investment Group
California
-$704K -14,740 Closed
TWM
193
Thrive Wealth Management
Pennsylvania
-$382K -8,002 Closed
IA
194
IFG Advisory
Georgia
-$302K -6,328 Closed
PFP
195
Pinnacle Financial Partners
Tennessee
-$204K -4,263 Closed
PMFA
196
Plante Moran Financial Advisors
Michigan
-$15.8K -331 Closed
CA
197
Clearstead Advisors
Ohio
-$4.16K -87 Closed