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Dimensional National Municipal Bond ETF

246 hedge funds and large institutions have $1.4B invested in Dimensional National Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 136 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 62

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $1.29B → $1.4B (+$107M)

4% more funds holding in top 10

Funds holding in top 10: 2526 (+1)

2% more funds holding

Funds holding: 241246 (+5)

1.2% more ownership

Funds ownership: 82.42%83.63% (+1.2%)

Holders
246
Holders Change
+5
Holders Change %
+2.07%
% of All Funds
3.23%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.34%
New
22
Increased
136
Reduced
62
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
Smartleaf Asset Management
Massachusetts
$182K +$176K +3,690 +3,237%
ASN
227
Advisory Services Network
Georgia
$146K +$145K +3,041 New
CSPIA
228
Cary Street Partners Investment Advisory
Virginia
$133K +$32.1K +674 +32%
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$119K -$243K -5,099 -67%
MWA
230
Medallion Wealth Advisors
Connecticut
$116K -$9.89K -208 -8%
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$98K +$57.5K +1,210 +144%
GWSG
232
GPS Wealth Strategies Group
Colorado
$96K
NRG
233
Nemes Rush Group
Michigan
$78.3K +$8.13K +171 +12%
GRP
234
Global Retirement Partners
California
$51.6K -$3.38K -71 -6%
CSB
235
City State Bank
Iowa
$49.8K
MCM
236
MAI Capital Management
Ohio
$35.7K +$35.4K +745 New
SIC
237
SJS Investment Consulting
Ohio
$33.1K -$59.5K -1,250 -64%
PA
238
Parallel Advisors
California
$22.6K -$380 -8 -2%
MAS
239
MPWM Advisory Solutions
Georgia
$19.8K
AF
240
Advisornet Financial
Minnesota
$15K +$95 +2 +0.6%
AWM
241
AE Wealth Management
Kansas
$6.62K
EC
242
Elequin Capital
New York
$4.8K +$4.76K +100 New
William Blair & Company
243
William Blair & Company
Illinois
$4.32K +$666 +14 +18%
RF
244
Rossby Financial
Florida
$3.36K
CIAS
245
Capital Investment Advisory Services
North Carolina
$2.21K -$95 -2 -4%
HWA
246
HHM Wealth Advisors
Tennessee
$576 +$571 +12 New
PFGIA
247
Patriot Financial Group Insurance Agency
Massachusetts
-$2.44M -51,377 Closed
LCM
248
Liberty Capital Management
Michigan
-$2.11M -44,468 Closed
OMC
249
Old Mission Capital
Illinois
-$1.79M -37,774 Closed
CAMV
250
Concord Asset Management (Virginia)
Virginia
-$1.32M -27,861 Closed