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Dimensional National Municipal Bond ETF

169 hedge funds and large institutions have $919M invested in Dimensional National Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 77 increasing their positions, 48 reducing their positions, and 15 closing their positions.

Holders
169
Holders Change
+7
Holders Change %
+4.32%
% of All Funds
2.46%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
22
Increased
77
Reduced
48
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TI
1
Truepoint Inc
Ohio
$124M 2,590,947 -72,268 -3%
FG
2
Foster Group
Iowa
$58.3M 1,219,501 -37,384 -3%
BSW
3
Buckingham Strategic Wealth
Missouri
$57.1M 1,196,198 +272,408 +29%
GM
4
GeoWealth Management
Illinois
$42.3M 884,605 -47,259 -5%
BHWM
5
Beaird Harris Wealth Management
Texas
$40.5M 847,601 +6,410 +0.8%
Pathstone Holdings
6
Pathstone Holdings
New Jersey
$34.8M 728,068 -6,372 -0.9%
MW
7
MBL Wealth
North Carolina
$33.4M 698,473 +8,735 +1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$28.7M 601,798 +17,439 +3%
SFA
9
Sequoia Financial Advisors
Ohio
$28.3M 592,414 -41,226 -7%
RK
10
Rather & Kittrell
Tennessee
$27.7M 580,239 +63,216 +12%
AWM
11
Austin Wealth Management
Texas
$27.1M 564,237 +48,462 +9%
GLLW
12
Graves Light Lenhart Wealth
Virginia
$22.9M 481,054 +38,556 +9%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$22.8M 476,417 +3,887 +0.8%
AC
14
Apella Capital
Connecticut
$20.6M 430,157 +158,030 +58%
PWM
15
PBMares Wealth Management
Virginia
$17M 356,127 +44,079 +14%
RIP
16
RAM Investment Partners
Washington
$16.6M 346,512 +24,698 +8%
AssetMark Inc
17
AssetMark Inc
California
$14M 292,290 +32,093 +12%
MWM
18
Mattern Wealth Management
Kansas
$12.8M 267,924 -1,064 -0.4%
LPL Financial
19
LPL Financial
California
$11.9M 249,403 +6,423 +3%
APC
20
Asset Planning Corporation
Tennessee
$11.6M 243,449 -7,212 -3%
CIM
21
Confluence Investment Management
Missouri
$11M 229,615 -672 -0.3%
HighTower Advisors
22
HighTower Advisors
Illinois
$10.6M 220,992 +18,693 +9%
CFGF
23
Compass Financial Group (Florida)
Florida
$8.99M 187,507 -576 -0.3%
MCA
24
Maryland Capital Advisors
Maryland
$8.79M 183,926 +5,725 +3%
IWC
25
Integrated Wealth Concepts
Massachusetts
$8.78M 183,853 -21,354 -10%