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Dimensional National Municipal Bond ETF

239 hedge funds and large institutions have $1.28B invested in Dimensional National Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 106 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
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
SCA
26
Strathmore Capital Advisors
North Carolina
$12.3M
GLLW
27
Graves Light Lenhart Wealth
Virginia
$11.7M
Kovitz Investment Group Partners
28
Kovitz Investment Group Partners
Illinois
$11.1M
VF
29
Vestment Financial
Minnesota
$10.8M
APC
30
Asset Planning Corporation
Tennessee
$10.3M
RCA
31
Resonant Capital Advisors
Wisconsin
$10.3M
WFA
32
West Financial Advisors
Iowa
$8.89M
IWC
33
Integrated Wealth Concepts
Massachusetts
$8.82M
VFP
34
Vested Financial Planning
California
$8.81M
CFGF
35
Compass Financial Group (Florida)
Florida
$8.37M
DWM
36
David Wealth Management
Virginia
$8.19M
CIM
37
Confluence Investment Management
Missouri
$7.96M
PL
38
Plancorp LLC
Missouri
$7.79M
BMWS
39
Brady Martz Wealth Solutions
North Dakota
$7.43M
PWIA
40
Porter White Investment Advisors
Alabama
$7.42M
CFO
41
Collective Family Office
Pennsylvania
$6.6M
Osaic Holdings
42
Osaic Holdings
Arizona
$6.34M
MCA
43
Maryland Capital Advisors
Maryland
$6.01M
E
44
EntreWealth
Texas
$5.86M
DWM
45
Dopkins Wealth Management
New York
$5.65M
WAG
46
Wheelhouse Advisory Group
Missouri
$5.64M
VPWA
47
Vestia Personal Wealth Advisors
Indiana
$5.49M
CWM
48
Core Wealth Management
Florida
$5.22M
UWM
49
United Wealth Management
Virginia
$5.1M
SWM
50
Sentinel Wealth Management
Virginia
$5.08M