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Dimensional National Municipal Bond ETF

272 hedge funds and large institutions have $1.61B invested in Dimensional National Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 145 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$63.9M
2 +$52.7M
3 +$25.4M
4
SC
Savant Capital
Illinois
+$20.2M
5
2L
25 LLC
Missouri
+$6.66M

Top Sellers

1 -$39.6M
2 -$10.4M
3 -$2.13M
4
US Bancorp
US Bancorp
Minnesota
-$1.53M
5
FG
Foster Group
Iowa
-$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
UWM
51
United Wealth Management
Virginia
$6.2M
CFO
52
Collective Family Office
Pennsylvania
$5.75M
JP Morgan Chase
53
JP Morgan Chase
New York
$5.06M
5NPW
54
55 North Private Wealth
Florida
$4.97M
SWM
55
Sentinel Wealth Management
Virginia
$4.95M
BWM
56
BCO Wealth Management
New Mexico
$4.95M
MAM
57
Mainsail Asset Management
Alabama
$4.86M
EC
58
Elequin Capital
New York
$4.78M
FWM
59
Forza Wealth Management
Florida
$4.7M
EWP
60
E-Wealth Partners
Minnesota
$4.68M
VFP
61
Verus Financial Partners
Virginia
$4.53M
JWM
62
Johnson Wealth Management
North Dakota
$4.46M
THL
63
Tillman Hartley LLC
Colorado
$4.3M
PF
64
Penney Financial
Texas
$4.25M
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$4.05M
WTA
66
Washington Trust Advisors
Massachusetts
$3.87M
DPW
67
DiNuzzo Private Wealth
Pennsylvania
$3.86M
WFAG
68
Wescott Financial Advisory Group
Pennsylvania
$3.82M
AIS
69
American Investment Services
Massachusetts
$3.8M
Stifel Financial
70
Stifel Financial
Missouri
$3.77M
HSG
71
Helen Stephens Group
Texas
$3.52M
MWM
72
Modera Wealth Management
New Jersey
$3.41M
AFO
73
Aurelius Family Office
New Hampshire
$3.35M
SMA
74
Seven Mile Advisory
New Jersey
$3.2M
Truist Financial
75
Truist Financial
North Carolina
$3.2M