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Dimensional National Municipal Bond ETF

239 hedge funds and large institutions have $1.38B invested in Dimensional National Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 133 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Sentinel Wealth Management
Virginia
$4.93M
FWM
52
Forza Wealth Management
Florida
$4.76M
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$4.5M
VFP
54
Verus Financial Partners
Virginia
$4.36M
BWM
55
BCO Wealth Management
New Mexico
$4.08M
WTA
56
Washington Trust Advisors
Massachusetts
$3.91M
WFAG
57
Wescott Financial Advisory Group
Pennsylvania
$3.8M
Goldman Sachs
58
Goldman Sachs
New York
$3.78M
Stifel Financial
59
Stifel Financial
Missouri
$3.75M
VWM
60
Vermillion Wealth Management
Minnesota
$3.69M
RIM
61
RW Investment Management
Idaho
$3.59M
THL
62
Tillman Hartley LLC
Colorado
$3.55M
DPW
63
DiNuzzo Private Wealth
Pennsylvania
$3.51M
AFO
64
Aurelius Family Office
New Hampshire
$3.3M
HSG
65
Helen Stephens Group
Texas
$3.29M
MWM
66
Modera Wealth Management
New Jersey
$3.26M
JP Morgan Chase
67
JP Morgan Chase
New York
$3.26M
GAM
68
GEM Asset Management
Michigan
$3.23M
PCA
69
Prosperity Capital Advisors
Ohio
$3.21M
SMA
70
Seven Mile Advisory
New Jersey
$3.19M
SWG
71
Summit Wealth Group
Vermont
$3.12M
2L
72
25 LLC
Missouri
$3.09M
AIS
73
American Investment Services
Massachusetts
$3.08M
LFGO
74
Legacy Financial Group (Oklahoma)
Oklahoma
$3.03M
TCM
75
Tassel Capital Management
North Carolina
$3.01M