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Dimensional National Municipal Bond ETF

274 hedge funds and large institutions have $1.62B invested in Dimensional National Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 146 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 12

165% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 55

24% more funds holding in top 10

Funds holding in top 10: 2531 (+6)

17% more capital invested

Capital invested by funds: $1.39B → $1.62B (+$230M)

12% more funds holding

Funds holding: 245274 (+29)

1.34% more ownership

Funds ownership: 83.18%84.52% (+1.3%)

Holders
274
Holders Change
+29
Holders Change %
+11.84%
% of All Funds
3.33%
Holding in Top 10
31
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+24%
% of All Funds
0.38%
New
46
Increased
146
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Allworth Financial
California
$6.28M +$2.37M +49,133 +60%
UWM
52
United Wealth Management
Virginia
$6.2M +$206K +4,285 +3%
CFO
53
Collective Family Office
Pennsylvania
$5.75M +$22.1K +458 +0.4%
JP Morgan Chase
54
JP Morgan Chase
New York
$5.06M +$1.79M +37,147 +55%
5NPW
55
55 North Private Wealth
Florida
$4.97M +$4.97M +103,094 New
SWM
56
Sentinel Wealth Management
Virginia
$4.95M
BWM
57
BCO Wealth Management
New Mexico
$4.95M +$852K +17,682 +21%
MAM
58
Mainsail Asset Management
Alabama
$4.86M +$4.86M +100,881 New
EC
59
Elequin Capital
New York
$4.78M +$4.78M +99,224 +99,224%
FWM
60
Forza Wealth Management
Florida
$4.7M -$81.9K -1,700 -2%
EWP
61
E-Wealth Partners
Minnesota
$4.68M +$4.68M +97,114 New
VFP
62
Verus Financial Partners
Virginia
$4.53M +$127K +2,645 +3%
JWM
63
Johnson Wealth Management
North Dakota
$4.46M +$4.46M +92,569 New
THL
64
Tillman Hartley LLC
Colorado
$4.3M +$745K +15,470 +21%
PF
65
Penney Financial
Texas
$4.25M +$2.73M +56,568 +178%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$4.05M -$475K -9,853 -10%
WTA
67
Washington Trust Advisors
Massachusetts
$3.87M -$52K -1,079 -1%
DPW
68
DiNuzzo Private Wealth
Pennsylvania
$3.86M +$287K +5,962 +8%
WFAG
69
Wescott Financial Advisory Group
Pennsylvania
$3.82M +$2.55K +53 +0.1%
AIS
70
American Investment Services
Massachusetts
$3.8M +$713K +14,789 +23%
Stifel Financial
71
Stifel Financial
Missouri
$3.77M +$4.63K +96 +0.1%
HSG
72
Helen Stephens Group
Texas
$3.52M +$217K +4,494 +7%
MWM
73
Modera Wealth Management
New Jersey
$3.41M +$132K +2,749 +4%
AFO
74
Aurelius Family Office
New Hampshire
$3.35M +$25.2K +524 +0.8%
SMA
75
Seven Mile Advisory
New Jersey
$3.2M