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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 %
TIAM2
201
Tru Independence Asset Management 2
Oregon
$240K 5,031 +5,031 New
SWM
202
SeaCrest Wealth Management
New York
$238K 4,986
RFP
203
Root Financial Partners
California
$237K 4,958 +18 +0.4%
CCMI
204
Creative Capital Management Investments
California
$236K 4,946 -950 -16%
SRC
205
Sage Rhino Capital
California
$223K 4,670 -19,642 -81%
PWA
206
Physician Wealth Advisors
Utah
$213K 4,449 -6,227 -58%
JWM
207
JDH Wealth Management
California
$207K 4,334 +4,334 New
NWM
208
Navigoe Wealth Management
California
$194K 4,082 +4,082 New
GWSG
209
GPS Wealth Strategies Group
Colorado
$177K 3,705
MG
210
MilWealth Group
Wisconsin
$96K 2,010 +2,010 New
SIC
211
SJS Investment Consulting
Ohio
$83.3K 1,744 +14 +0.8%
FFA
212
Farther Finance Advisors
California
$77.2K 1,617 -3,334 -67%
Jones Financial Companies
213
Jones Financial Companies
Missouri
$68.4K 1,432 +32 +2%
CSB
214
City State Bank
Iowa
$49.6K 1,038
GRP
215
Global Retirement Partners
California
$45.9K 961
FHA
216
First Horizon Advisors
Tennessee
$44K 922
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$40K 842 -63 -7%
PS
218
Principal Securities
Iowa
$39.7K 831 +831 New
IA
219
IFP Advisors
Florida
$38.3K 801 +109 +16%
PA
220
Parallel Advisors
California
$22.5K 471 +4 +0.9%
SRCM
221
Signature Resources Capital Management
California
$22.1K 462
MAS
222
MPWM Advisory Solutions
Georgia
$19.7K 412 +412 New
GWM
223
Geneos Wealth Management
Colorado
$14.9K 312 -843 -73%
AF
224
Advisornet Financial
Minnesota
$14.7K 307 +3 +1%
NRG
225
Nemes Rush Group
Michigan
$14.6K 306 +306 New