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Dimensional National Municipal Bond ETF

275 hedge funds and large institutions have $1.75B invested in Dimensional National Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 159 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 56

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

8% more capital invested

Capital invested by funds: $1.62B → $1.75B (+$133M)

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

0.68% more ownership

Funds ownership: 84.52%85.2% (+0.68%)

0% more funds holding

Funds holding: 274275 (+1)

Holders
275
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
3.39%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.39%
New
24
Increased
159
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$202M +$27.1M +558,962 +15%
TI
2
Truepoint Inc
Ohio
$148M +$5.89M +121,634 +4%
FG
3
Foster Group
Iowa
$70M -$269K -5,549 -0.4%
AC
4
Apella Capital
Connecticut
$63.9M +$30.9M +638,280 +94%
SP
5
Symmetry Partners
Connecticut
$63.1M -$457K -9,439 -0.7%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$57.5M +$57.9M +1,194,940 +14,207%
RK
7
Rather & Kittrell
Tennessee
$42.9M +$2.77M +57,219 +7%
GM
8
GeoWealth Management
Illinois
$42.2M -$92.2K -1,903 -0.2%
SFA
9
Sequoia Financial Advisors
Ohio
$42.2M +$1.46M +30,153 +4%
BHWM
10
Beaird Harris Wealth Management
Texas
$38.1M -$2.53M -52,157 -6%
Pathstone Holdings
11
Pathstone Holdings
New Jersey
$37.8M -$809K -16,685 -2%
MW
12
MBL Wealth
North Carolina
$35.5M +$1.58M +32,640 +5%
AC
13
AWM Capital
Arizona
$34.4M +$863K +17,815 +3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$31.3M +$2M +41,226 +7%
HighTower Advisors
15
HighTower Advisors
Illinois
$28.3M -$5.2M -107,206 -15%
WA
16
Waterford Advisors
New York
$25.5M +$439K +9,058 +2%
MWM
17
Mattern Wealth Management
Kansas
$25.4M -$40K -826 -0.2%
LPL Financial
18
LPL Financial
California
$24.9M +$1.93M +39,734 +8%
RIP
19
RAM Investment Partners
Washington
$24.8M +$349K +7,203 +1%
GLLW
20
Graves Light Lenhart Wealth
Virginia
$23.1M +$5.86M +120,859 +33%
AL
21
Aspiriant LLC
California
$20.5M +$1.39M +28,660 +7%
Bank of America
22
Bank of America
North Carolina
$20.1M +$2.82M +58,108 +16%
HIA
23
HFM Investment Advisors
New Jersey
$17.2M -$414K -8,545 -2%
AssetMark Inc
24
AssetMark Inc
California
$15.9M -$437K -9,014 -3%
AWM
25
Austin Wealth Management
Texas
$15.7M -$9.39M -193,872 -37%