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Dimensional National Municipal Bond ETF

237 hedge funds and large institutions have $1.27B invested in Dimensional National Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 105 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.18%
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
105
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NRG
226
Nemes Rush Group
Michigan
$69.2K +$19.9K +420 +40%
GRP
227
Global Retirement Partners
California
$54.4K +$54.4K +1,147 New
CSB
228
City State Bank
Iowa
$49.2K
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$40K
PA
230
Parallel Advisors
California
$22.7K +$142 +3 +0.6%
MAS
231
MPWM Advisory Solutions
Georgia
$19.5K
AF
232
Advisornet Financial
Minnesota
$14.8K +$95 +2 +0.6%
AWM
233
AE Wealth Management
Kansas
$6.55K
SAM
234
Smartleaf Asset Management
Massachusetts
$5.4K +$5.4K +114 New
William Blair & Company
235
William Blair & Company
Illinois
$3.61K -$285 -6 -7%
RF
236
Rossby Financial
Florida
$3.32K -$47 -1 -1%
CIAS
237
Capital Investment Advisory Services
North Carolina
$2.28K
PCA
238
Prosperity Capital Advisors
Ohio
-$3.63M -76,203 Closed
Jane Street
239
Jane Street
New York
-$2.11M -44,323 Closed
EC
240
Elequin Capital
New York
-$1.58M -33,207 Closed
T
241
Tableaux
Massachusetts
-$608K -12,772 Closed
WA
242
Wealthstream Advisors
New York
-$602K -12,647 Closed
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
-$409K -8,598 Closed
BPA
244
Beacon Pointe Advisors
California
-$364K -7,642 Closed
FCI
245
Financial Counselors Inc
Kansas
-$354K -7,439 Closed
FWP
246
Firethorn Wealth Partners
Georgia
-$325K -6,842 Closed
AWA
247
Acorn Wealth Advisors
Michigan
-$311K -6,545 Closed
AQR Capital Management
248
AQR Capital Management
Connecticut
-$275K -5,786 Closed
AFA
249
Alpha Financial Advisors
North Carolina
-$257K -5,400 Closed
SPC
250
Sigma Planning Corp
Michigan
-$250K -5,265 Closed