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Dimensional National Municipal Bond ETF

236 hedge funds and large institutions have $1.24B invested in Dimensional National Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 104 increasing their positions, 89 reducing their positions, and 21 closing their positions.

Holders
236
Holders Change
Holders Change %
0%
% of All Funds
3.17%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.32%
New
22
Increased
104
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TI
1
Truepoint Inc
Ohio
$125M 2,637,846 -97,421 -4%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$99.2M 2,090,487 +88,557 +4%
FG
3
Foster Group
Iowa
$71.3M 1,503,402 +399,029 +36%
GM
4
GeoWealth Management
Illinois
$40.9M 862,408 -16,592 -2%
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$37.6M 793,418 +44,919 +6%
RK
6
Rather & Kittrell
Tennessee
$37.1M 782,727 +14,971 +2%
SFA
7
Sequoia Financial Advisors
Ohio
$37.1M 781,593 +36,904 +5%
FPAS
8
Focus Partners Advisor Solutions
Missouri
$32.9M 694,395 -73,359 -10%
MW
9
MBL Wealth
North Carolina
$31.6M 667,113 -26,798 -4%
AC
10
Apella Capital
Connecticut
$29M 611,392 -32,091 -5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$27.9M 589,215 +4,101 +0.7%
HighTower Advisors
12
HighTower Advisors
Illinois
$27.4M 578,554 +28,575 +5%
MWM
13
Mattern Wealth Management
Kansas
$26.3M 553,864 +238,523 +76%
PWM
14
PBMares Wealth Management
Virginia
$24.2M 509,241 +20,204 +4%
AC
15
AWM Capital
Arizona
$22.4M 472,297 +128,608 +37%
LPL Financial
16
LPL Financial
California
$19M 399,622 +98,271 +33%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$18.2M 383,826 -36,288 -9%
AWM
18
Austin Wealth Management
Texas
$17.9M 378,263 -264,160 -41%
HIA
19
HFM Investment Advisors
New Jersey
$17.6M 370,076 +5,415 +1%
AL
20
Aspiriant LLC
California
$16.5M 347,452 +339,966 +4,541%
AssetMark Inc
21
AssetMark Inc
California
$16M 337,654 -65,998 -16%
RIP
22
RAM Investment Partners
Washington
$15.9M 335,907 -90,435 -21%
Bank of America
23
Bank of America
North Carolina
$14.6M 307,275 -9,178 -3%
YWM
24
Yardley Wealth Management
Pennsylvania
$13.3M 280,206 -17,080 -6%
SCA
25
Strathmore Capital Advisors
North Carolina
$12.3M 259,734 +259,734 New