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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 %
GS
176
GTS Securities
New York
$326K 6,821 +6,821 New
EFP
177
Envision Financial Planning
Tennessee
$317K 6,642 +688 +12%
IA
178
IFG Advisory
Georgia
$317K 6,632 +6,632 New
AWA
179
Acorn Wealth Advisors
Michigan
$313K 6,545
BFG
180
Bleakley Financial Group
New Jersey
$312K 6,521 -4,219 -39%
TSS
181
Two Sigma Securities
New York
$302K 6,327 +6,327 New
MWP
182
Meredith Wealth Planning
Illinois
$298K 6,240 +57 +0.9%
AIP
183
Ameritas Investment Partners
Nebraska
$292K 6,117 +57 +0.9%
VPF
184
Vantage Point Financial
Illinois
$284K 5,941 +5,941 New
CT
185
Colonial Trust
South Carolina
$282K 5,913 +1 +0%
SWM
186
Sterling Wealth Management
Illinois
$280K 5,870 +14 +0.2%
AQR Capital Management
187
AQR Capital Management
Connecticut
$278K 5,824 -35 -0.6%
MC
188
McCarthy & Cox
Ohio
$270K 5,654 -3,112 -36%
KWM
189
KFG Wealth Management
Indiana
$266K 5,570
SPC
190
Sigma Planning Corp
Michigan
$266K 5,565 +357 +7%
KAM
191
KEB Asset Management
Illinois
$263K 5,501 +5,501 New
Comerica Bank
192
Comerica Bank
Texas
$259K 5,414
AFA
193
Alpha Financial Advisors
North Carolina
$258K 5,400 +1,200 +29%
CAG
194
Csenge Advisory Group
Florida
$258K 5,393 -9 -0.2%
CA
195
Clune & Associates
Illinois
$254K 5,320 +5,320 New
SWM
196
Seaside Wealth Management
California
$249K 5,209 +48 +0.9%
LPP
197
Life Planning Partners
Florida
$248K 5,200 +5,200 New
BCG
198
Breakwater Capital Group
New Jersey
$248K 5,197 +519 +11%
DPI
199
Diversified Portfolios Inc
Michigan
$242K 5,073 -620 -11%
CCFM
200
Clear Creek Financial Management
Washington
$242K 5,056