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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
CFO
51
Collective Family Office
Pennsylvania
$5.75M
JP Morgan Chase
52
JP Morgan Chase
New York
$5.06M
5NPW
53
55 North Private Wealth
Florida
$4.97M
SWM
54
Sentinel Wealth Management
Virginia
$4.95M
BWM
55
BCO Wealth Management
New Mexico
$4.95M
MAM
56
Mainsail Asset Management
Alabama
$4.86M
EC
57
Elequin Capital
New York
$4.78M
FWM
58
Forza Wealth Management
Florida
$4.7M
VFP
59
Verus Financial Partners
Virginia
$4.53M
JWM
60
Johnson Wealth Management
North Dakota
$4.46M
THL
61
Tillman Hartley LLC
Colorado
$4.3M
PF
62
Penney Financial
Texas
$4.25M
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$4.05M
WTA
64
Washington Trust Advisors
Massachusetts
$3.87M
DPW
65
DiNuzzo Private Wealth
Pennsylvania
$3.86M
WFAG
66
Wescott Financial Advisory Group
Pennsylvania
$3.82M
AIS
67
American Investment Services
Massachusetts
$3.8M
Stifel Financial
68
Stifel Financial
Missouri
$3.77M
HSG
69
Helen Stephens Group
Texas
$3.52M
MWM
70
Modera Wealth Management
New Jersey
$3.41M
AFO
71
Aurelius Family Office
New Hampshire
$3.35M
SMA
72
Seven Mile Advisory
New Jersey
$3.2M
Truist Financial
73
Truist Financial
North Carolina
$3.2M
VWM
74
Vermillion Wealth Management
Minnesota
$3.19M
GAM
75
GEM Asset Management
Michigan
$3.14M