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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 %
VFP
51
Verus Financial Partners
Virginia
$4.46M 94,002 +9,214 +11%
FWM
52
Forza Wealth Management
Florida
$4.27M 90,000 +90,000 New
Corient Private Wealth
53
Corient Private Wealth
Florida
$4.05M 85,352 -24,910 -23%
EAM
54
Evanson Asset Management
California
$3.87M 81,687 -3,125 -4%
WA
55
Waverly Advisors
Alabama
$3.83M 80,670 +5,879 +8%
Stifel Financial
56
Stifel Financial
Missouri
$3.77M 79,580 -1,685 -2%
WFAG
57
Wescott Financial Advisory Group
Pennsylvania
$3.75M 79,108 -593 -0.7%
RIM
58
RW Investment Management
Idaho
$3.62M 76,239 -5,999 -7%
LFGO
59
Legacy Financial Group (Oklahoma)
Oklahoma
$3.61M 76,154 -16,783 -18%
VWM
60
Vermillion Wealth Management
Minnesota
$3.6M 75,876 +6,085 +9%
BWM
61
BCO Wealth Management
New Mexico
$3.48M 73,321 +5,616 +8%
DPW
62
DiNuzzo Private Wealth
Pennsylvania
$3.35M 70,628 -722 -1%
MWM
63
Modera Wealth Management
New Jersey
$3.3M 69,668 -5,110 -7%
HSG
64
Helen Stephens Group
Texas
$3.3M 69,632 +23,598 +51%
GAM
65
GEM Asset Management
Michigan
$3.18M 67,054 -4,829 -7%
PP
66
PrairieView Partners
Minnesota
$3.14M 66,227 -6,052 -8%
HWM
67
HB Wealth Management
Georgia
$3.14M 66,155 +43,161 +188%
SWG
68
Summit Wealth Group
Vermont
$3.09M 65,171 +60,110 +1,188%
AIS
69
American Investment Services
Massachusetts
$3.09M 65,088 -24,454 -27%
AFO
70
Aurelius Family Office
New Hampshire
$3.04M 64,040 +194 +0.3%
AF
71
Allworth Financial
California
$2.91M 61,424 -11,787 -16%
TCM
72
Tassel Capital Management
North Carolina
$2.89M 60,980 +717 +1%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$2.79M 58,794 -34,183 -37%
2L
74
25 LLC
Missouri
$2.76M 58,120 +18,872 +48%
FA
75
FF Advisors
California
$2.65M 55,952