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Dimensional National Municipal Bond ETF

237 hedge funds and large institutions have $1.27B invested in Dimensional National Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 105 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
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
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$4.49M
VFP
52
Verus Financial Partners
Virginia
$4.46M
FWM
53
Forza Wealth Management
Florida
$4.27M
Corient Private Wealth
54
Corient Private Wealth
Florida
$4.05M
EAM
55
Evanson Asset Management
California
$3.87M
WA
56
Waverly Advisors
Alabama
$3.83M
Stifel Financial
57
Stifel Financial
Missouri
$3.77M
WFAG
58
Wescott Financial Advisory Group
Pennsylvania
$3.75M
RIM
59
RW Investment Management
Idaho
$3.62M
LFGO
60
Legacy Financial Group (Oklahoma)
Oklahoma
$3.61M
VWM
61
Vermillion Wealth Management
Minnesota
$3.6M
BWM
62
BCO Wealth Management
New Mexico
$3.48M
DPW
63
DiNuzzo Private Wealth
Pennsylvania
$3.35M
MWM
64
Modera Wealth Management
New Jersey
$3.3M
HSG
65
Helen Stephens Group
Texas
$3.3M
GAM
66
GEM Asset Management
Michigan
$3.18M
PP
67
PrairieView Partners
Minnesota
$3.14M
HWM
68
HB Wealth Management
Georgia
$3.14M
SWG
69
Summit Wealth Group
Vermont
$3.09M
AIS
70
American Investment Services
Massachusetts
$3.09M
AFO
71
Aurelius Family Office
New Hampshire
$3.04M
AF
72
Allworth Financial
California
$2.91M
TCM
73
Tassel Capital Management
North Carolina
$2.89M
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$2.79M
2L
75
25 LLC
Missouri
$2.76M