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Dimensional National Municipal Bond ETF

162 hedge funds and large institutions have $894M invested in Dimensional National Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 77 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
162
Holders Change
-2
Holders Change %
-1.22%
% of All Funds
2.35%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
14
Increased
77
Reduced
46
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TI
1
Truepoint Inc
Ohio
$128M 2,663,215 +286,632 +12%
FG
2
Foster Group
Iowa
$60.4M 1,256,885 +1,160,025 +1,198%
GM
3
GeoWealth Management
Illinois
$44.8M 931,864 +931,864 New
BSW
4
Buckingham Strategic Wealth
Missouri
$44.4M 923,790 +218,243 +31%
BHWM
5
Beaird Harris Wealth Management
Texas
$40.5M 841,191 -13,214 -2%
Pathstone Holdings
6
Pathstone Holdings
New Jersey
$35.3M 734,440 +7,530 +1%
MW
7
MBL Wealth
North Carolina
$33.2M 689,738 +37,790 +6%
SFA
8
Sequoia Financial Advisors
Ohio
$30.5M 633,640 -126,198 -17%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$28.1M 584,359 +29,122 +5%
RK
10
Rather & Kittrell
Tennessee
$24.9M 517,023 +81,364 +19%
AWM
11
Austin Wealth Management
Texas
$24.6M 515,775 +25,071 +5%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$22.7M 472,530 +372,239 +371%
GLLW
13
Graves Light Lenhart Wealth
Virginia
$21.3M 442,498 +42,666 +11%
RIP
14
RAM Investment Partners
Washington
$15.5M 321,814 +5,866 +2%
PWM
15
PBMares Wealth Management
Virginia
$15M 312,048 +27,945 +10%
AC
16
Apella Capital
Connecticut
$13M 272,127 +13,125 +5%
MWM
17
Mattern Wealth Management
Kansas
$12.9M 268,988 +27,679 +11%
AssetMark Inc
18
AssetMark Inc
California
$12.5M 260,197 +17,881 +7%
APC
19
Asset Planning Corporation
Tennessee
$12.1M 250,661 +3,534 +1%
LPL Financial
20
LPL Financial
California
$11.7M 242,980 +20,140 +9%
CIM
21
Confluence Investment Management
Missouri
$11.1M 230,287 -664 -0.3%
IWC
22
Integrated Wealth Concepts
Massachusetts
$9.87M 205,207 -3,718 -2%
HighTower Advisors
23
HighTower Advisors
Illinois
$9.73M 202,299 +182,389 +916%
CFO
24
Collective Family Office
Pennsylvania
$9.12M 189,543 +4,985 +3%
CFGF
25
Compass Financial Group (Florida)
Florida
$9.04M 188,083 -883 -0.5%