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Dimensional National Municipal Bond ETF

239 hedge funds and large institutions have $1.38B invested in Dimensional National Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 133 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
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
GLLW
26
Graves Light Lenhart Wealth
Virginia
$13.2M
VF
27
Vestment Financial
Minnesota
$12.2M
RCA
28
Resonant Capital Advisors
Wisconsin
$11.5M
SCA
29
Strathmore Capital Advisors
North Carolina
$11.1M
CIM
30
Confluence Investment Management
Missouri
$10.4M
Kovitz Investment Group Partners
31
Kovitz Investment Group Partners
Illinois
$10.4M
APC
32
Asset Planning Corporation
Tennessee
$10.3M
WFA
33
West Financial Advisors
Iowa
$9.3M
VFP
34
Vested Financial Planning
California
$9.29M
IWC
35
Integrated Wealth Concepts
Massachusetts
$9M
BMWS
36
Brady Martz Wealth Solutions
North Dakota
$8.29M
CFGF
37
Compass Financial Group (Florida)
Florida
$8.16M
E
38
EntreWealth
Texas
$8.07M
DWM
39
Dopkins Wealth Management
New York
$8.04M
PL
40
Plancorp LLC
Missouri
$7.99M
PWIA
41
Porter White Investment Advisors
Alabama
$7.69M
WAG
42
Wheelhouse Advisory Group
Missouri
$7.44M
CC
43
Citrine Capital
California
$6.83M
Osaic Holdings
44
Osaic Holdings
Arizona
$6.65M
CWM
45
Core Wealth Management
Florida
$6.63M
MCA
46
Maryland Capital Advisors
Maryland
$6.52M
VPWA
47
Vestia Personal Wealth Advisors
Indiana
$6.04M
UWM
48
United Wealth Management
Virginia
$5.97M
CFO
49
Collective Family Office
Pennsylvania
$5.7M
SC
50
Savant Capital
Illinois
$5.5M