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Dimensional National Municipal Bond ETF

274 hedge funds and large institutions have $1.62B invested in Dimensional National Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 146 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 12

165% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 55

24% more funds holding in top 10

Funds holding in top 10: 2531 (+6)

17% more capital invested

Capital invested by funds: $1.39B → $1.62B (+$230M)

12% more funds holding

Funds holding: 245274 (+29)

1.34% more ownership

Funds ownership: 83.18%84.52% (+1.3%)

Holders
274
Holders Change
+29
Holders Change %
+11.84%
% of All Funds
3.33%
Holding in Top 10
31
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+24%
% of All Funds
0.38%
New
46
Increased
146
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
251
Navigoe Wealth Management
California
$196K
AIP
252
Ameritas Investment Partners
Nebraska
$159K -$141K -2,936 -47%
OA
253
Operose Advisors
Wisconsin
$155K +$155K +3,209 New
CSPIA
254
Cary Street Partners Investment Advisory
Virginia
$137K +$3.71K +77 +3%
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$117K -$2.65K -55 -2%
BA
256
Blueline Advisors
New Hampshire
$114K +$114K +2,362 New
MWA
257
Medallion Wealth Advisors
Connecticut
$110K -$6.6K -137 -6%
NRG
258
Nemes Rush Group
Michigan
$79.3K +$771 +16 +1%
GRP
259
Global Retirement Partners
California
$58.5K +$6.7K +139 +13%
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$58K -$40.6K -842 -41%
CSB
261
City State Bank
Iowa
$50K
SIC
262
SJS Investment Consulting
Ohio
$33.2K
PA
263
Parallel Advisors
California
$22.9K +$241 +5 +1%
RG
264
RHL Group
Michigan
$22.8K +$22.8K +474 New
MAS
265
MPWM Advisory Solutions
Georgia
$19.8K
AF
266
Advisornet Financial
Minnesota
$15.2K +$145 +3 +1%
TCM
267
Tradewinds Capital Management
Washington
$15.1K +$15.1K +313 New
AWM
268
AE Wealth Management
Kansas
$6.65K
William Blair & Company
269
William Blair & Company
Illinois
$6.31K +$1.98K +41 +46%
LFG
270
Larson Financial Group
Missouri
$6.02K +$6.02K +125 New
RF
271
Rossby Financial
Florida
$3.37K
CIAS
272
Capital Investment Advisory Services
North Carolina
$2.22K
UBS Group
273
UBS Group
Switzerland
$1.01K +$1.01K +21 New
HWA
274
HHM Wealth Advisors
Tennessee
$579
Kovitz Investment Group Partners
275
Kovitz Investment Group Partners
Illinois
-$10.4M -216,090 Closed