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Dimensional National Municipal Bond ETF

108 hedge funds and large institutions have $440M invested in Dimensional National Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 44 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
108
Holders Change
+39
Holders Change %
+56.52%
% of All Funds
1.74%
Holding in Top 10
17
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+240%
% of All Funds
0.27%
New
47
Increased
44
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFA
1
Sequoia Financial Advisors
Ohio
$64.8M 1,354,567 -370,640 -21%
FAAM
2
First Ascent Asset Management
Colorado
$41.8M 873,762 +873,762 New
RK
3
Rather & Kittrell
Tennessee
$19.2M 401,581 +393,948 +5,161%
APC
4
Asset Planning Corporation
Tennessee
$14.7M 308,283 +308,283 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$13.5M 281,693 -106,049 -27%
MG
6
Mather Group
Illinois
$12M 251,315 +194,042 +339%
MW
7
MBL Wealth
North Carolina
$11.9M 249,680 +212,405 +570%
CIM
8
Confluence Investment Management
Missouri
$11.3M 237,073 +237,073 New
PWM
9
PBMares Wealth Management
Virginia
$11M 229,746 +96,054 +72%
RRC
10
Relaxing Retirement Coach
Massachusetts
$10.9M 227,597 -15,816 -6%
RIP
11
RAM Investment Partners
Washington
$10.2M 213,276 +213,276 New
AssetMark Inc
12
AssetMark Inc
California
$9.79M 204,822 +6,192 +3%
CFO
13
Collective Family Office
Pennsylvania
$9.34M 195,423 +94,162 +93%
WFAG
14
Wescott Financial Advisory Group
Pennsylvania
$9.03M 188,966 +188,966 New
RCA
15
Resonant Capital Advisors
Wisconsin
$8.36M 174,805 +6,433 +4%
CFGF
16
Compass Financial Group (Florida)
Florida
$8.22M 171,879 +171,879 New
LPL Financial
17
LPL Financial
California
$8.07M 168,826 +5,618 +3%
AC
18
Apella Capital
Connecticut
$7.41M 154,930 +46,570 +43%
LFGO
19
Legacy Financial Group (Oklahoma)
Oklahoma
$7.38M 154,454 +154,454 New
GLLW
20
Graves Light Lenhart Wealth
Virginia
$7.35M 153,683 +153,683 New
Stifel Financial
21
Stifel Financial
Missouri
$7.31M 152,982 +122,982 +410%
MCA
22
Maryland Capital Advisors
Maryland
$7.06M 147,764 +147,764 New
OMC
23
Old Mission Capital
Illinois
$6.24M 130,555 +56,868 +77%
RVPG
24
Relative Value Partners Group
$5.52M 115,543 +34,193 +42%
PWIA
25
Porter White Investment Advisors
Alabama
$5.36M 112,052 +112,052 New