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Dimensional National Municipal Bond ETF

265 hedge funds and large institutions have $1.6B invested in Dimensional National Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 144 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$63.9M
2 +$52.7M
3 +$25.4M
4
SC
Savant Capital
Illinois
+$19.7M
5
2L
25 LLC
Missouri
+$6.66M

Top Sellers

1 -$39.6M
2 -$10.4M
3 -$2.13M
4
US Bancorp
US Bancorp
Minnesota
-$1.53M
5
FG
Foster Group
Iowa
-$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
26
AssetMark Inc
California
$16.5M
YWM
27
Yardley Wealth Management
Pennsylvania
$14.6M
SCA
28
Strathmore Capital Advisors
North Carolina
$13.9M
RCA
29
Resonant Capital Advisors
Wisconsin
$13.8M
VF
30
Vestment Financial
Minnesota
$13.8M
WAG
31
Wheelhouse Advisory Group
Missouri
$10.9M
DWM
32
Dopkins Wealth Management
New York
$10.6M
CIM
33
Confluence Investment Management
Missouri
$10.1M
E
34
EntreWealth
Texas
$9.87M
VFP
35
Vested Financial Planning
California
$9.84M
2L
36
25 LLC
Missouri
$9.76M
BMWS
37
Brady Martz Wealth Solutions
North Dakota
$9.59M
IWC
38
Integrated Wealth Concepts
Massachusetts
$9.18M
WFA
39
West Financial Advisors
Iowa
$9.14M
PL
40
Plancorp LLC
Missouri
$8.44M
PWIA
41
Porter White Investment Advisors
Alabama
$8.14M
CC
42
Citrine Capital
California
$8.02M
CFGF
43
Compass Financial Group (Florida)
Florida
$8.02M
Osaic Holdings
44
Osaic Holdings
Arizona
$7.23M
GWMT
45
Guardian Wealth Management (Tennessee)
Tennessee
$7.15M
MCA
46
Maryland Capital Advisors
Maryland
$7.09M
CWM
47
Core Wealth Management
Florida
$6.64M
VPWA
48
Vestia Personal Wealth Advisors
Indiana
$6.63M
AF
49
Allworth Financial
California
$6.28M
UWM
50
United Wealth Management
Virginia
$6.2M