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Dimensional National Municipal Bond ETF

272 hedge funds and large institutions have $1.61B invested in Dimensional National Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 145 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
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
OA
251
Operose Advisors
Wisconsin
$155K
CSPIA
252
Cary Street Partners Investment Advisory
Virginia
$137K
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$117K
BA
254
Blueline Advisors
New Hampshire
$114K
MWA
255
Medallion Wealth Advisors
Connecticut
$110K
NRG
256
Nemes Rush Group
Michigan
$79.3K
GRP
257
Global Retirement Partners
California
$58.5K
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$58K
CSB
259
City State Bank
Iowa
$50K
SIC
260
SJS Investment Consulting
Ohio
$33.2K
PA
261
Parallel Advisors
California
$22.9K
RG
262
RHL Group
Michigan
$22.8K
MAS
263
MPWM Advisory Solutions
Georgia
$19.8K
AF
264
Advisornet Financial
Minnesota
$15.2K
TCM
265
Tradewinds Capital Management
Washington
$15.1K
AWM
266
AE Wealth Management
Kansas
$6.65K
William Blair & Company
267
William Blair & Company
Illinois
$6.31K
LFG
268
Larson Financial Group
Missouri
$6.02K
RF
269
Rossby Financial
Florida
$3.37K
CIAS
270
Capital Investment Advisory Services
North Carolina
$2.22K
UBS Group
271
UBS Group
Switzerland
$1.01K
HWA
272
HHM Wealth Advisors
Tennessee
$579
Kovitz Investment Group Partners
273
Kovitz Investment Group Partners
Illinois
PPWM
274
PFG Private Wealth Management
Florida
BBHC
275
Brown Brothers Harriman & Co
New York