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Dimensional National Municipal Bond ETF

275 hedge funds and large institutions have $1.75B invested in Dimensional National Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 159 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 56

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

8% more capital invested

Capital invested by funds: $1.62B → $1.75B (+$133M)

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

0.68% more ownership

Funds ownership: 84.52%85.2% (+0.68%)

0% more funds holding

Funds holding: 274275 (+1)

Holders
275
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
3.39%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.39%
New
24
Increased
159
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$6.64M +$2.65M +54,610 +65%
CWM
52
Core Wealth Management
Florida
$6.63M +$28.4K +587 +0.4%
JP Morgan Chase
53
JP Morgan Chase
New York
$6.49M +$1.48M +30,496 +29%
UWM
54
United Wealth Management
Virginia
$6.39M +$218K +4,491 +3%
MWA
55
Mills Wealth Advisors
Texas
$6.22M +$4.62M +95,401 +277%
5NPW
56
55 North Private Wealth
Florida
$5.69M +$756K +15,611 +15%
CFO
57
Collective Family Office
Pennsylvania
$5.58M -$138K -2,847 -2%
JWM
58
Johnson Wealth Management
North Dakota
$5.53M +$1.11M +22,810 +25%
BWM
59
BCO Wealth Management
New Mexico
$5.19M +$270K +5,565 +5%
HSG
60
Helen Stephens Group
Texas
$5.01M +$1.52M +31,447 +43%
SWM
61
Sentinel Wealth Management
Virginia
$4.93M
THL
62
Tillman Hartley LLC
Colorado
$4.88M +$605K +12,492 +14%
MAM
63
Mainsail Asset Management
Alabama
$4.86M +$28.5K +588 +0.6%
AIS
64
American Investment Services
Massachusetts
$4.7M +$926K +19,119 +24%
FWM
65
Forza Wealth Management
Florida
$4.67M
EWP
66
E-Wealth Partners
Minnesota
$4.67M +$13.7K +282 +0.3%
PF
67
Penney Financial
Texas
$4.65M +$423K +8,723 +10%
VFP
68
Verus Financial Partners
Virginia
$4.63M +$110K +2,279 +2%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$4.23M +$2.52M +52,073 +144%
DPW
70
DiNuzzo Private Wealth
Pennsylvania
$4.13M +$292K +6,025 +8%
Stifel Financial
71
Stifel Financial
Missouri
$3.98M +$227K +4,682 +6%
WTA
72
Washington Trust Advisors
Massachusetts
$3.93M +$81.8K +1,689 +2%
Corient Private Wealth
73
Corient Private Wealth
Florida
$3.93M -$3.09M -63,683 -44%
WFAG
74
Wescott Financial Advisory Group
Pennsylvania
$3.85M +$52.8K +1,089 +1%
RFP
75
Root Financial Partners
California
$3.67M +$603K +12,444 +19%