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Dimensional National Municipal Bond ETF

269 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 43 funds opening new positions, 145 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
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
+$20.2M
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
IA
226
IFG Advisory
Georgia
$336K
SIS
227
Strategic Investment Solutions
Illinois
$336K
MT
228
Midwest Trust
Kansas
$332K
TA
229
TFB Advisors
Kansas
$323K
AWA
230
Acorn Wealth Advisors
Michigan
$304K
US Bancorp
231
US Bancorp
Minnesota
$302K
CCMI
232
Creative Capital Management Investments
California
$301K
PFG
233
Pinnacle Financial Group
Illinois
$300K
CT
234
Colonial Trust
South Carolina
$296K
RLIM
235
Red Lighthouse Investment Management
New York
$296K
Creative Planning
236
Creative Planning
Kansas
$285K
SWM
237
Seaside Wealth Management
California
$285K
IAG
238
Investment Advisory Group
Massachusetts
$283K
EFP
239
Envision Financial Planning
Tennessee
$281K
LFA
240
Level Financial Advisors
New York
$278K
ME
241
McIlrath & Eck
Washington
$277K
CAG
242
Csenge Advisory Group
Florida
$270K
KWM
243
KFG Wealth Management
Indiana
$261K
SIMC
244
Squire Investment Management Company
Utah
$257K
CA
245
Clune & Associates
Illinois
$256K
HA
246
Hanover Advisors
South Carolina
$254K
NWM
247
Navigoe Wealth Management
California
$196K
AIP
248
Ameritas Investment Partners
Nebraska
$159K
OA
249
Operose Advisors
Wisconsin
$155K
CSPIA
250
Cary Street Partners Investment Advisory
Virginia
$137K