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Dimensional National Municipal Bond ETF

246 hedge funds and large institutions have $1.4B invested in Dimensional National Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 136 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 62

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $1.29B → $1.4B (+$107M)

4% more funds holding in top 10

Funds holding in top 10: 2526 (+1)

2% more funds holding

Funds holding: 241246 (+5)

1.2% more ownership

Funds ownership: 82.42%83.63% (+1.2%)

Holders
246
Holders Change
+5
Holders Change %
+2.07%
% of All Funds
3.23%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.34%
New
22
Increased
136
Reduced
62
Closed
12
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 +$1.34M +28,228 +11%
VF
27
Vestment Financial
Minnesota
$12.2M +$1.23M +25,949 +11%
RCA
28
Resonant Capital Advisors
Wisconsin
$11.5M +$1.08M +22,636 +10%
SCA
29
Strathmore Capital Advisors
North Carolina
$11.1M -$1.35M -28,423 -11%
CIM
30
Confluence Investment Management
Missouri
$10.4M +$2.31M +48,497 +29%
Kovitz Investment Group Partners
31
Kovitz Investment Group Partners
Illinois
$10.4M -$878K -18,465 -8%
APC
32
Asset Planning Corporation
Tennessee
$10.3M -$116K -2,435 -1%
WFA
33
West Financial Advisors
Iowa
$9.3M +$296K +6,219 +3%
VFP
34
Vested Financial Planning
California
$9.29M +$369K +7,756 +4%
IWC
35
Integrated Wealth Concepts
Massachusetts
$9M +$74.2K +1,561 +0.8%
BMWS
36
Brady Martz Wealth Solutions
North Dakota
$8.29M +$768K +16,142 +10%
CFGF
37
Compass Financial Group (Florida)
Florida
$8.16M -$303K -6,363 -4%
E
38
EntreWealth
Texas
$8.07M +$2.13M +44,730 +36%
DWM
39
Dopkins Wealth Management
New York
$8.04M +$2.3M +48,400 +41%
PL
40
Plancorp LLC
Missouri
$7.99M +$110K +2,321 +1%
PWIA
41
Porter White Investment Advisors
Alabama
$7.69M +$180K +3,791 +2%
OFI
42
Outbound Financial Inc
Colorado
$7.46M +$158K +3,315 +2%
WAG
43
Wheelhouse Advisory Group
Missouri
$7.44M +$1.71M +35,984 +30%
CC
44
Citrine Capital
California
$6.83M +$1.7M +35,705 +33%
Osaic Holdings
45
Osaic Holdings
Arizona
$6.65M +$243K +5,102 +4%
CWM
46
Core Wealth Management
Florida
$6.63M +$1.33M +28,010 +25%
MCA
47
Maryland Capital Advisors
Maryland
$6.52M +$436K +9,174 +7%
VPWA
48
Vestia Personal Wealth Advisors
Indiana
$6.04M +$483K +10,147 +9%
UWM
49
United Wealth Management
Virginia
$5.97M +$802K +16,868 +16%
CFO
50
Collective Family Office
Pennsylvania
$5.7M -$961K -20,209 -15%