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Dimensional National Municipal Bond ETF

69 hedge funds and large institutions have $286M invested in Dimensional National Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
69
Holders Change
+11
Holders Change %
+18.97%
% of All Funds
1.19%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
17
Increased
35
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFA
1
Sequoia Financial Advisors
Ohio
$80.5M 1,725,207 +1,725,207 New
PFO
2
Pathstone Family Office
New Jersey
$72.4M 1,551,264 +1,535,295 +9,614%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18.1M 387,742 +237,384 +158%
RRC
4
Relaxing Retirement Coach
Massachusetts
$11.4M 243,413 +17,744 +8%
AssetMark Inc
5
AssetMark Inc
California
$9.27M 198,630 +160,609 +422%
RCA
6
Resonant Capital Advisors
Wisconsin
$7.86M 168,372 -39,905 -19%
LPL Financial
7
LPL Financial
California
$7.61M 163,208 +6,623 +4%
PWM
8
PBMares Wealth Management
Virginia
$6.24M 133,692 +35,265 +36%
AC
9
Apella Capital
Connecticut
$5.06M 108,360 +32,652 +43%
CFO
10
Collective Family Office
Pennsylvania
$4.72M 101,261 +27,571 +37%
API
11
Advisor Partners II
California
$4.24M 90,927 +90,927 New
RVPG
12
Relative Value Partners Group
$3.8M 81,350 +81,350 New
OMC
13
Old Mission Capital
Illinois
$3.44M 73,687 +73,687 New
CL
14
CPWM LLC
Washington
$3.08M 65,939 +2,064 +3%
CWR
15
Chico Wealth RIA
California
$2.76M 59,105 -332,426 -85%
PAG
16
Private Advisor Group
New Jersey
$2.71M 58,087 +15,798 +37%
Jane Street
17
Jane Street
New York
$2.7M 57,965 -660,044 -92%
MG
18
Mather Group
Illinois
$2.67M 57,273 +17,803 +45%
DPI
19
Diversified Portfolios Inc
Michigan
$2.42M 51,853 -34,801 -40%
PFM
20
Phillips Financial Management
Indiana
$2.34M 50,222 +12,615 +34%
LCM
21
Liberty Capital Management
Michigan
$2.23M 47,805 +409 +0.9%
MWM
22
Mattern Wealth Management
Kansas
$2.15M 46,179 +28,435 +160%
RWM
23
Rockwood Wealth Management
Pennsylvania
$2.15M 46,048 +28,282 +159%
MW
24
MBL Wealth
North Carolina
$1.74M 37,275 +37,275 New
EIA
25
Eldridge Investment Advisors
New Hampshire
$1.73M 37,092 +28,332 +323%