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Dimensional National Municipal Bond ETF

239 hedge funds and large institutions have $1.38B invested in Dimensional National Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 133 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NRG
226
Nemes Rush Group
Michigan
$78.3K
GRP
227
Global Retirement Partners
California
$51.6K
CSB
228
City State Bank
Iowa
$49.8K
MCM
229
MAI Capital Management
Ohio
$35.7K
SIC
230
SJS Investment Consulting
Ohio
$33.1K
PA
231
Parallel Advisors
California
$22.6K
MAS
232
MPWM Advisory Solutions
Georgia
$19.8K
AF
233
Advisornet Financial
Minnesota
$15K
AWM
234
AE Wealth Management
Kansas
$6.62K
EC
235
Elequin Capital
New York
$4.8K
William Blair & Company
236
William Blair & Company
Illinois
$4.32K
RF
237
Rossby Financial
Florida
$3.36K
CIAS
238
Capital Investment Advisory Services
North Carolina
$2.21K
HWA
239
HHM Wealth Advisors
Tennessee
$576
PFGIA
240
Patriot Financial Group Insurance Agency
Massachusetts
LCM
241
Liberty Capital Management
Michigan
OMC
242
Old Mission Capital
Illinois
CAMV
243
Concord Asset Management (Virginia)
Virginia
Thrivent Financial for Lutherans
244
Thrivent Financial for Lutherans
Minnesota
MSFS
245
Main Street Financial Solutions
Pennsylvania
SIM
246
Stratos Investment Management
Ohio
LWM
247
LJI Wealth Management
Indiana
KL
248
KWMG LLC
Kansas
EH
249
Equitable Holdings
New York
SWM
250
SeaCrest Wealth Management
New York