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Dimensional National Municipal Bond ETF

190 hedge funds and large institutions have $1B invested in Dimensional National Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 50 reducing their positions, and 7 closing their positions.

Holders
190
Holders Change
+21
Holders Change %
+12.43%
% of All Funds
2.75%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
29
Increased
82
Reduced
50
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TI
1
Truepoint Inc
Ohio
$127M 2,611,150 +20,203 +0.8%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$70.8M 1,459,020 +1,459,020 New
FG
3
Foster Group
Iowa
$57.9M 1,193,739 -25,762 -2%
GM
4
GeoWealth Management
Illinois
$46.5M 958,231 +73,626 +8%
BHWM
5
Beaird Harris Wealth Management
Texas
$41.4M 853,154 +5,553 +0.7%
Pathstone Holdings
6
Pathstone Holdings
New Jersey
$34.9M 718,529 -9,539 -1%
MW
7
MBL Wealth
North Carolina
$33.8M 695,758 -2,715 -0.4%
RK
8
Rather & Kittrell
Tennessee
$30.7M 632,168 +51,929 +9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$29.2M 601,816 +18 +0%
AWM
10
Austin Wealth Management
Texas
$28.6M 588,429 +24,192 +4%
SFA
11
Sequoia Financial Advisors
Ohio
$27.1M 557,728 -34,686 -6%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$23.7M 488,958 +12,541 +3%
AC
13
Apella Capital
Connecticut
$22.9M 470,603 +40,446 +9%
AC
14
AWM Capital
Arizona
$22.5M 464,444 +464,444 New
PWM
15
PBMares Wealth Management
Virginia
$19.5M 402,263 +46,136 +13%
RIP
16
RAM Investment Partners
Washington
$18M 369,999 +23,487 +7%
MWM
17
Mattern Wealth Management
Kansas
$13.7M 282,120 +14,196 +5%
AssetMark Inc
18
AssetMark Inc
California
$13.6M 280,533 -11,757 -4%
LPL Financial
19
LPL Financial
California
$12.4M 254,553 +5,150 +2%
FPAS
20
Focus Partners Advisor Solutions
Missouri
$12.3M 254,254 +254,254 New
YWM
21
Yardley Wealth Management
Pennsylvania
$12.2M 252,305 +252,305 New
APC
22
Asset Planning Corporation
Tennessee
$11.8M 243,001 -448 -0.2%
HighTower Advisors
23
HighTower Advisors
Illinois
$11.5M 236,422 +15,430 +7%
GLLW
24
Graves Light Lenhart Wealth
Virginia
$10.7M 221,039 -260,015 -54%
Bank of America
25
Bank of America
North Carolina
$9.99M 205,757 +64,114 +45%