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Dimensional National Municipal Bond ETF

137 hedge funds and large institutions have $673M invested in Dimensional National Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 45 reducing their positions, and 11 closing their positions.

Holders
137
Holders Change
+13
Holders Change %
+10.48%
% of All Funds
2.18%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
26
Increased
54
Reduced
45
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TI
1
Truepoint Inc
Ohio
$86.9M 1,869,506 +1,808,346 +2,957%
BHWM
2
Beaird Harris Wealth Management
Texas
$52.1M 1,120,278 -125,184 -10%
FAAM
3
First Ascent Asset Management
Colorado
$43.6M 938,343 +51,055 +6%
SFA
4
Sequoia Financial Advisors
Ohio
$37.8M 813,626 -75,803 -9%
MW
5
MBL Wealth
North Carolina
$30.4M 653,843 +61,443 +10%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$23.6M 508,411 +20,868 +4%
RK
7
Rather & Kittrell
Tennessee
$21M 451,077 +11,710 +3%
AWM
8
Austin Wealth Management
Texas
$20.6M 434,088 +434,088 New
GLLW
9
Graves Light Lenhart Wealth
Virginia
$18.2M 393,370 +204,464 +108%
RIP
10
RAM Investment Partners
Washington
$12.8M 276,235 +1,224 +0.4%
APC
11
Asset Planning Corporation
Tennessee
$12.6M 271,992 -1,980 -0.7%
PWM
12
PBMares Wealth Management
Virginia
$12.1M 259,731 +19,052 +8%
MG
13
Mather Group
Illinois
$11.5M 248,010 -25,147 -9%
MWA
14
Mills Wealth Advisors
Texas
$11M 236,600 +161,966 +217%
AssetMark Inc
15
AssetMark Inc
California
$10.8M 233,480 +9,238 +4%
CIM
16
Confluence Investment Management
Missouri
$10.8M 233,188 -1,164 -0.5%
IWC
17
Integrated Wealth Concepts
Massachusetts
$10.5M 226,372 -65 -0%
CFO
18
Collective Family Office
Pennsylvania
$10.1M 217,357 -15,463 -7%
MWM
19
Mattern Wealth Management
Kansas
$9.82M 211,312 +23,293 +12%
SIS
20
Strategic Investment Solutions
Illinois
$9.64M 203,515 +197,665 +3,379%
LPL Financial
21
LPL Financial
California
$9.55M 205,522 +21,414 +12%
AC
22
Apella Capital
Connecticut
$8.67M 186,499 +3,003 +2%
LFA
23
Landmark Financial Advisors
Kentucky
$8.56M 184,196 +95,298 +107%
MCA
24
Maryland Capital Advisors
Maryland
$8.55M 183,968 -1,405 -0.8%
SC
25
Savant Capital
Illinois
$8.16M 175,501 +175,501 New