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Dimensional National Municipal Bond ETF

228 hedge funds and large institutions have $1.15B invested in Dimensional National Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 103 increasing their positions, 53 reducing their positions, and 11 closing their positions.

Holders
228
Holders Change
+38
Holders Change %
+20%
% of All Funds
3.04%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.29%
New
51
Increased
103
Reduced
53
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TI
1
Truepoint Inc
Ohio
$129M 2,700,098 +88,948 +3%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$92.1M 1,928,913 +469,893 +32%
FG
3
Foster Group
Iowa
$54.7M 1,144,068 -49,671 -4%
GM
4
GeoWealth Management
Illinois
$48.1M 1,006,570 +48,339 +5%
BHWM
5
Beaird Harris Wealth Management
Texas
$39.1M 819,122 -34,032 -4%
RK
6
Rather & Kittrell
Tennessee
$33.4M 698,195 +66,027 +10%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$33.3M 697,218 -21,311 -3%
MW
8
MBL Wealth
North Carolina
$33.3M 696,946 +1,188 +0.2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$30.2M 631,891 +30,075 +5%
SFA
10
Sequoia Financial Advisors
Ohio
$29.3M 613,517 +55,789 +10%
AWM
11
Austin Wealth Management
Texas
$28.7M 601,424 +12,995 +2%
AC
12
Apella Capital
Connecticut
$26.4M 552,649 +82,046 +17%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$24.1M 505,032 +16,074 +3%
FPAS
14
Focus Partners Advisor Solutions
Missouri
$22.4M 468,347 +214,093 +84%
PWM
15
PBMares Wealth Management
Virginia
$19.9M 417,058 +14,795 +4%
AssetMark Inc
16
AssetMark Inc
California
$19.4M 406,869 +126,336 +45%
RIP
17
RAM Investment Partners
Washington
$19.3M 404,211 +34,212 +9%
AC
18
AWM Capital
Arizona
$19M 398,444 -66,000 -14%
SCA
19
Strathmore Capital Advisors
North Carolina
$17.6M 367,620 +367,620 New
HighTower Advisors
20
HighTower Advisors
Illinois
$16.8M 350,658 +114,236 +48%
YWM
21
Yardley Wealth Management
Pennsylvania
$14.8M 308,855 +56,550 +22%
MWM
22
Mattern Wealth Management
Kansas
$14M 293,088 +10,968 +4%
Bank of America
23
Bank of America
North Carolina
$13.2M 275,960 +70,203 +34%
LPL Financial
24
LPL Financial
California
$13.1M 273,334 +18,781 +7%
APC
25
Asset Planning Corporation
Tennessee
$12.2M 254,957 +11,956 +5%