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Dimensional National Municipal Bond ETF

246 hedge funds and large institutions have $1.4B invested in Dimensional National Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 136 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 62

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $1.29B → $1.4B (+$107M)

4% more funds holding in top 10

Funds holding in top 10: 2526 (+1)

2% more funds holding

Funds holding: 241246 (+5)

1.2% more ownership

Funds ownership: 82.42%83.63% (+1.2%)

Holders
246
Holders Change
+5
Holders Change %
+2.07%
% of All Funds
3.23%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.34%
New
22
Increased
136
Reduced
62
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Savant Capital
Illinois
$5.03M +$4.03M +84,741 +421%
SWM
52
Sentinel Wealth Management
Virginia
$4.93M -$201K -4,226 -4%
FWM
53
Forza Wealth Management
Florida
$4.76M +$438K +9,200 +10%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$4.5M -$36.3K -763 -0.8%
VFP
55
Verus Financial Partners
Virginia
$4.36M -$149K -3,141 -3%
BWM
56
BCO Wealth Management
New Mexico
$4.08M +$557K +11,712 +16%
WTA
57
Washington Trust Advisors
Massachusetts
$3.91M +$3.88M +81,477 New
AF
58
Allworth Financial
California
$3.9M +$941K +19,795 +32%
WFAG
59
Wescott Financial Advisory Group
Pennsylvania
$3.8M +$2K +42 +0.1%
Goldman Sachs
60
Goldman Sachs
New York
$3.78M +$3.75M +78,860 New
Stifel Financial
61
Stifel Financial
Missouri
$3.75M -$67.1K -1,411 -2%
VWM
62
Vermillion Wealth Management
Minnesota
$3.69M +$53.4K +1,122 +1%
RIM
63
RW Investment Management
Idaho
$3.59M -$62.5K -1,315 -2%
THL
64
Tillman Hartley LLC
Colorado
$3.55M +$961K +20,210 +38%
DPW
65
DiNuzzo Private Wealth
Pennsylvania
$3.51M +$166K +3,480 +5%
AFO
66
Aurelius Family Office
New Hampshire
$3.3M +$230K +4,829 +8%
HSG
67
Helen Stephens Group
Texas
$3.29M -$54.5K -1,146 -2%
MWM
68
Modera Wealth Management
New Jersey
$3.26M -$79.6K -1,674 -2%
JP Morgan Chase
69
JP Morgan Chase
New York
$3.26M +$433K +9,095 +15%
GAM
70
GEM Asset Management
Michigan
$3.23M +$9.75K +205 +0.3%
PCA
71
Prosperity Capital Advisors
Ohio
$3.21M -$65.3K -1,374 -2%
SMA
72
Seven Mile Advisory
New Jersey
$3.19M +$3.16M +66,526 New
SWG
73
Summit Wealth Group
Vermont
$3.12M -$4.71K -99 -0.2%
2L
74
25 LLC
Missouri
$3.09M +$297K +6,252 +11%
AIS
75
American Investment Services
Massachusetts
$3.08M -$46.5K -978 -2%