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Dimensional National Municipal Bond ETF

124 hedge funds and large institutions have $574M invested in Dimensional National Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 61 increasing their positions, 39 reducing their positions, and 8 closing their positions.

Holders
124
Holders Change
-1
Holders Change %
-0.8%
% of All Funds
1.96%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
9
Increased
61
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BHWM
1
Beaird Harris Wealth Management
Texas
$59.3M 1,245,462 +1,245,462 New
SFA
2
Sequoia Financial Advisors
Ohio
$42.4M 889,429 -430,159 -33%
FAAM
3
First Ascent Asset Management
Colorado
$42.3M 887,288 +7,641 +0.9%
PFO
4
Pathstone Family Office
New Jersey
$35.6M 747,147 -36,097 -5%
MW
5
MBL Wealth
North Carolina
$28.2M 592,400 +214,575 +57%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$23.2M 487,543 +76,660 +19%
RK
7
Rather & Kittrell
Tennessee
$20.9M 439,367 +6,083 +1%
RIP
8
RAM Investment Partners
Washington
$13.1M 275,011 +48,039 +21%
APC
9
Asset Planning Corporation
Tennessee
$13M 273,972 -37,685 -12%
MG
10
Mather Group
Illinois
$13M 273,157 -2,474 -0.9%
PWM
11
PBMares Wealth Management
Virginia
$11.5M 240,679 +3,967 +2%
CIM
12
Confluence Investment Management
Missouri
$11.2M 234,352 -5,253 -2%
CFO
13
Collective Family Office
Pennsylvania
$11.1M 232,820 +29,981 +15%
IWC
14
Integrated Wealth Concepts
Massachusetts
$10.8M 226,437 -56 -0%
AssetMark Inc
15
AssetMark Inc
California
$10.7M 224,242 +16,289 +8%
RRC
16
Relaxing Retirement Coach
Massachusetts
$10.6M 222,984 -1,816 -0.8%
GLLW
17
Graves Light Lenhart Wealth
Virginia
$9M 188,906 +2,753 +1%
MWM
18
Mattern Wealth Management
Kansas
$8.96M 188,019 +57,782 +44%
MCA
19
Maryland Capital Advisors
Maryland
$8.83M 185,373 +26,950 +17%
LPL Financial
20
LPL Financial
California
$8.77M 184,108 +12,671 +7%
AC
21
Apella Capital
Connecticut
$8.74M 183,496 +183,496 New
CFGF
22
Compass Financial Group (Florida)
Florida
$7.99M 167,778 -2,163 -1%
RCA
23
Resonant Capital Advisors
Wisconsin
$7.56M 158,771 -11,797 -7%
API
24
Advisor Partners II
California
$7.34M 154,028 +371 +0.2%
Stifel Financial
25
Stifel Financial
Missouri
$7.26M 152,342 -1,053 -0.7%