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Dimensional National Municipal Bond ETF

239 hedge funds and large institutions have $1.28B invested in Dimensional National Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 106 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
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
CC
51
Citrine Capital
California
$5.06M
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$4.49M
VFP
53
Verus Financial Partners
Virginia
$4.46M
FWM
54
Forza Wealth Management
Florida
$4.27M
Corient Private Wealth
55
Corient Private Wealth
Florida
$4.05M
EAM
56
Evanson Asset Management
California
$3.87M
WA
57
Waverly Advisors
Alabama
$3.83M
Stifel Financial
58
Stifel Financial
Missouri
$3.77M
WFAG
59
Wescott Financial Advisory Group
Pennsylvania
$3.75M
RIM
60
RW Investment Management
Idaho
$3.62M
LFGO
61
Legacy Financial Group (Oklahoma)
Oklahoma
$3.61M
VWM
62
Vermillion Wealth Management
Minnesota
$3.6M
BWM
63
BCO Wealth Management
New Mexico
$3.48M
DPW
64
DiNuzzo Private Wealth
Pennsylvania
$3.35M
MWM
65
Modera Wealth Management
New Jersey
$3.3M
HSG
66
Helen Stephens Group
Texas
$3.3M
PCA
67
Prosperity Capital Advisors
Ohio
$3.23M
GAM
68
GEM Asset Management
Michigan
$3.18M
PP
69
PrairieView Partners
Minnesota
$3.14M
HWM
70
HB Wealth Management
Georgia
$3.14M
SWG
71
Summit Wealth Group
Vermont
$3.09M
AIS
72
American Investment Services
Massachusetts
$3.09M
AFO
73
Aurelius Family Office
New Hampshire
$3.04M
AF
74
Allworth Financial
California
$2.91M
TCM
75
Tassel Capital Management
North Carolina
$2.89M