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Dimensional National Municipal Bond ETF

236 hedge funds and large institutions have $1.24B invested in Dimensional National Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 104 increasing their positions, 89 reducing their positions, and 21 closing their positions.

Holders
236
Holders Change
Holders Change %
0%
% of All Funds
3.17%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.32%
New
22
Increased
104
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GLLW
26
Graves Light Lenhart Wealth
Virginia
$11.7M 246,063 -5,135 -2%
Kovitz Investment Group Partners
27
Kovitz Investment Group Partners
Illinois
$11.1M 234,555 +221,620 +1,713%
VF
28
Vestment Financial
Minnesota
$10.8M 227,907 +23,322 +11%
APC
29
Asset Planning Corporation
Tennessee
$10.3M 217,686 -55,127 -20%
RCA
30
Resonant Capital Advisors
Wisconsin
$10.3M 216,429 -19,711 -8%
WFA
31
West Financial Advisors
Iowa
$8.89M 187,521 +3,844 +2%
IWC
32
Integrated Wealth Concepts
Massachusetts
$8.82M 186,045 -10,384 -5%
VFP
33
Vested Financial Planning
California
$8.81M 185,768 +2,945 +2%
CFGF
34
Compass Financial Group (Florida)
Florida
$8.37M 176,441 -1,562 -0.9%
DWM
35
David Wealth Management
Virginia
$8.19M 172,600 -479 -0.3%
CIM
36
Confluence Investment Management
Missouri
$7.96M 167,895 -5,328 -3%
PL
37
Plancorp LLC
Missouri
$7.79M 164,192 +100,705 +159%
BMWS
38
Brady Martz Wealth Solutions
North Dakota
$7.43M 156,680 +116,646 +291%
PWIA
39
Porter White Investment Advisors
Alabama
$7.42M 156,384 +57,303 +58%
CFO
40
Collective Family Office
Pennsylvania
$6.6M 139,105 -15,262 -10%
MCA
41
Maryland Capital Advisors
Maryland
$6.01M 126,773 -56,197 -31%
E
42
EntreWealth
Texas
$5.86M 123,484 -35,629 -22%
DWM
43
Dopkins Wealth Management
New York
$5.65M 119,085 +41,708 +54%
WAG
44
Wheelhouse Advisory Group
Missouri
$5.64M 119,012 +23,373 +24%
VPWA
45
Vestia Personal Wealth Advisors
Indiana
$5.49M 115,657 -5,756 -5%
CWM
46
Core Wealth Management
Florida
$5.22M 110,149 -7,610 -6%
UWM
47
United Wealth Management
Virginia
$5.1M 107,625 +7,911 +8%
SWM
48
Sentinel Wealth Management
Virginia
$5.08M 107,077 +107,077 New
CC
49
Citrine Capital
California
$5.06M 106,685 -78 -0.1%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$4.49M 94,608 -22,780 -19%