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Dimensional National Municipal Bond ETF

242 hedge funds and large institutions have $1.39B invested in Dimensional National Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 135 increasing their positions, 60 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
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
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$119K
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$98K
GWSG
228
GPS Wealth Strategies Group
Colorado
$96K
NRG
229
Nemes Rush Group
Michigan
$78.3K
GRP
230
Global Retirement Partners
California
$51.6K
CSB
231
City State Bank
Iowa
$49.8K
MCM
232
MAI Capital Management
Ohio
$35.7K
SIC
233
SJS Investment Consulting
Ohio
$33.1K
PA
234
Parallel Advisors
California
$22.6K
MAS
235
MPWM Advisory Solutions
Georgia
$19.8K
AF
236
Advisornet Financial
Minnesota
$15K
AWM
237
AE Wealth Management
Kansas
$6.62K
EC
238
Elequin Capital
New York
$4.8K
William Blair & Company
239
William Blair & Company
Illinois
$4.32K
RF
240
Rossby Financial
Florida
$3.36K
CIAS
241
Capital Investment Advisory Services
North Carolina
$2.21K
HWA
242
HHM Wealth Advisors
Tennessee
$576
PFGIA
243
Patriot Financial Group Insurance Agency
Massachusetts
LCM
244
Liberty Capital Management
Michigan
OMC
245
Old Mission Capital
Illinois
CAMV
246
Concord Asset Management (Virginia)
Virginia
Thrivent Financial for Lutherans
247
Thrivent Financial for Lutherans
Minnesota
MSFS
248
Main Street Financial Solutions
Pennsylvania
SIM
249
Stratos Investment Management
Ohio
LWM
250
LJI Wealth Management
Indiana