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Dimensional National Municipal Bond ETF

164 hedge funds and large institutions have $802M invested in Dimensional National Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 8 closing their positions.

Holders
164
Holders Change
+27
Holders Change %
+19.71%
% of All Funds
2.4%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.28%
New
38
Increased
65
Reduced
51
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TI
1
Truepoint Inc
Ohio
$115M 2,376,583 +507,077 +27%
FAAM
2
First Ascent Asset Management
Colorado
$43.7M 901,027 -37,316 -4%
BHWM
3
Beaird Harris Wealth Management
Texas
$41.4M 854,405 -265,873 -24%
SFA
4
Sequoia Financial Advisors
Ohio
$36.9M 759,838 -53,788 -7%
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$35.3M 726,910 +726,910 New
BSW
6
Buckingham Strategic Wealth
Missouri
$34.2M 705,547 +683,991 +3,173%
MW
7
MBL Wealth
North Carolina
$31.6M 651,948 -1,895 -0.3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$26.9M 555,237 +46,826 +9%
AWM
9
Austin Wealth Management
Texas
$23.7M 490,704 +56,616 +13%
RK
10
Rather & Kittrell
Tennessee
$21.1M 435,659 -15,418 -3%
GLLW
11
Graves Light Lenhart Wealth
Virginia
$19.4M 399,832 +6,462 +2%
LFA
12
Landmark Financial Advisors
Kentucky
$16.4M 337,148 +152,952 +83%
RIP
13
RAM Investment Partners
Washington
$15.3M 315,948 +39,713 +14%
PWM
14
PBMares Wealth Management
Virginia
$13.8M 284,103 +24,372 +9%
AC
15
Apella Capital
Connecticut
$12.6M 259,002 +72,503 +39%
APC
16
Asset Planning Corporation
Tennessee
$12M 247,127 -24,865 -9%
AssetMark Inc
17
AssetMark Inc
California
$11.8M 242,316 +8,836 +4%
MWM
18
Mattern Wealth Management
Kansas
$11.7M 241,309 +29,997 +14%
MWA
19
Mills Wealth Advisors
Texas
$11.4M 235,780 -820 -0.3%
CIM
20
Confluence Investment Management
Missouri
$11.2M 230,951 -2,237 -1%
LPL Financial
21
LPL Financial
California
$10.8M 222,840 +17,318 +8%
IWC
22
Integrated Wealth Concepts
Massachusetts
$10.1M 208,925 -17,447 -8%
CFGF
23
Compass Financial Group (Florida)
Florida
$9.17M 188,966 +17,545 +10%
CFO
24
Collective Family Office
Pennsylvania
$8.95M 184,558 -32,799 -15%
RCA
25
Resonant Capital Advisors
Wisconsin
$8.66M 178,573 +31,155 +21%