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Dimensional National Municipal Bond ETF

265 hedge funds and large institutions have $1.6B invested in Dimensional National Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 144 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$63.9M
2 +$52.7M
3 +$25.4M
4
SC
Savant Capital
Illinois
+$19.7M
5
2L
25 LLC
Missouri
+$6.66M

Top Sellers

1 -$39.6M
2 -$10.4M
3 -$2.13M
4
US Bancorp
US Bancorp
Minnesota
-$1.53M
5
FG
Foster Group
Iowa
-$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
226
Acorn Wealth Advisors
Michigan
$304K
US Bancorp
227
US Bancorp
Minnesota
$302K
CCMI
228
Creative Capital Management Investments
California
$301K
PFG
229
Pinnacle Financial Group
Illinois
$300K
CT
230
Colonial Trust
South Carolina
$296K
RLIM
231
Red Lighthouse Investment Management
New York
$296K
Creative Planning
232
Creative Planning
Kansas
$285K
SWM
233
Seaside Wealth Management
California
$285K
IAG
234
Investment Advisory Group
Massachusetts
$283K
EFP
235
Envision Financial Planning
Tennessee
$281K
LFA
236
Level Financial Advisors
New York
$278K
ME
237
McIlrath & Eck
Washington
$277K
CAG
238
Csenge Advisory Group
Florida
$270K
KWM
239
KFG Wealth Management
Indiana
$261K
SIMC
240
Squire Investment Management Company
Utah
$257K
CA
241
Clune & Associates
Illinois
$256K
HA
242
Hanover Advisors
South Carolina
$254K
NWM
243
Navigoe Wealth Management
California
$196K
AIP
244
Ameritas Investment Partners
Nebraska
$159K
OA
245
Operose Advisors
Wisconsin
$155K
CSPIA
246
Cary Street Partners Investment Advisory
Virginia
$137K
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$117K
BA
248
Blueline Advisors
New Hampshire
$114K
NRG
249
Nemes Rush Group
Michigan
$79.3K
GRP
250
Global Retirement Partners
California
$58.5K