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Dimensional National Municipal Bond ETF

237 hedge funds and large institutions have $1.27B invested in Dimensional National Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 105 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.18%
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
105
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
26
Strathmore Capital Advisors
North Carolina
$12.3M +$12.3M +259,734 New
GLLW
27
Graves Light Lenhart Wealth
Virginia
$11.7M -$244K -5,135 -2%
Kovitz Investment Group Partners
28
Kovitz Investment Group Partners
Illinois
$11.1M +$10.5M +221,620 +1,713%
VF
29
Vestment Financial
Minnesota
$10.8M +$1.11M +23,322 +11%
APC
30
Asset Planning Corporation
Tennessee
$10.3M -$2.61M -55,127 -20%
RCA
31
Resonant Capital Advisors
Wisconsin
$10.3M -$935K -19,711 -8%
WFA
32
West Financial Advisors
Iowa
$8.89M +$182K +3,844 +2%
IWC
33
Integrated Wealth Concepts
Massachusetts
$8.82M -$493K -10,384 -5%
VFP
34
Vested Financial Planning
California
$8.81M +$140K +2,945 +2%
CFGF
35
Compass Financial Group (Florida)
Florida
$8.37M -$74.1K -1,562 -0.9%
DWM
36
David Wealth Management
Virginia
$8.19M -$22.7K -479 -0.3%
CIM
37
Confluence Investment Management
Missouri
$7.96M -$253K -5,328 -3%
PL
38
Plancorp LLC
Missouri
$7.79M +$4.78M +100,705 +159%
BMWS
39
Brady Martz Wealth Solutions
North Dakota
$7.43M +$5.53M +116,646 +291%
PWIA
40
Porter White Investment Advisors
Alabama
$7.42M +$2.72M +57,303 +58%
CFO
41
Collective Family Office
Pennsylvania
$6.6M -$724K -15,262 -10%
MCA
42
Maryland Capital Advisors
Maryland
$6.01M -$2.67M -56,197 -31%
E
43
EntreWealth
Texas
$5.86M -$1.69M -35,629 -22%
DWM
44
Dopkins Wealth Management
New York
$5.65M +$1.98M +41,708 +54%
WAG
45
Wheelhouse Advisory Group
Missouri
$5.64M +$1.11M +23,373 +24%
VPWA
46
Vestia Personal Wealth Advisors
Indiana
$5.49M -$273K -5,756 -5%
CWM
47
Core Wealth Management
Florida
$5.22M -$361K -7,610 -6%
UWM
48
United Wealth Management
Virginia
$5.1M +$375K +7,911 +8%
SWM
49
Sentinel Wealth Management
Virginia
$5.08M +$5.08M +107,077 New
CC
50
Citrine Capital
California
$5.06M -$3.7K -78 -0.1%