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Dimensional National Municipal Bond ETF

269 hedge funds and large institutions have $1.6B invested in Dimensional National Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 145 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
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
VFP
60
Verus Financial Partners
Virginia
$4.53M
JWM
61
Johnson Wealth Management
North Dakota
$4.46M
THL
62
Tillman Hartley LLC
Colorado
$4.3M
PF
63
Penney Financial
Texas
$4.25M
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$4.05M
WTA
65
Washington Trust Advisors
Massachusetts
$3.87M
DPW
66
DiNuzzo Private Wealth
Pennsylvania
$3.86M
WFAG
67
Wescott Financial Advisory Group
Pennsylvania
$3.82M
AIS
68
American Investment Services
Massachusetts
$3.8M
Stifel Financial
69
Stifel Financial
Missouri
$3.77M
HSG
70
Helen Stephens Group
Texas
$3.52M
MWM
71
Modera Wealth Management
New Jersey
$3.41M
AFO
72
Aurelius Family Office
New Hampshire
$3.35M
SMA
73
Seven Mile Advisory
New Jersey
$3.2M
Truist Financial
74
Truist Financial
North Carolina
$3.2M
VWM
75
Vermillion Wealth Management
Minnesota
$3.19M