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Dimensional National Municipal Bond ETF

271 hedge funds and large institutions have $1.74B invested in Dimensional National Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 156 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
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 Sellers

1 -$10.3M
2 -$9.39M
3 -$6.62M
4
HighTower Advisors
HighTower Advisors
Illinois
-$5.2M
5
EC
Elequin Capital
New York
-$4.78M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Core Wealth Management
Florida
$6.63M
JP Morgan Chase
52
JP Morgan Chase
New York
$6.49M
UWM
53
United Wealth Management
Virginia
$6.39M
MWA
54
Mills Wealth Advisors
Texas
$6.22M
5NPW
55
55 North Private Wealth
Florida
$5.69M
CFO
56
Collective Family Office
Pennsylvania
$5.58M
JWM
57
Johnson Wealth Management
North Dakota
$5.53M
BWM
58
BCO Wealth Management
New Mexico
$5.19M
HSG
59
Helen Stephens Group
Texas
$5.01M
SWM
60
Sentinel Wealth Management
Virginia
$4.93M
THL
61
Tillman Hartley LLC
Colorado
$4.88M
MAM
62
Mainsail Asset Management
Alabama
$4.86M
AIS
63
American Investment Services
Massachusetts
$4.7M
FWM
64
Forza Wealth Management
Florida
$4.67M
PF
65
Penney Financial
Texas
$4.65M
VFP
66
Verus Financial Partners
Virginia
$4.63M
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$4.23M
DPW
68
DiNuzzo Private Wealth
Pennsylvania
$4.13M
Stifel Financial
69
Stifel Financial
Missouri
$3.98M
WTA
70
Washington Trust Advisors
Massachusetts
$3.93M
Corient Private Wealth
71
Corient Private Wealth
Florida
$3.93M
WFAG
72
Wescott Financial Advisory Group
Pennsylvania
$3.85M
RFP
73
Root Financial Partners
California
$3.67M
SC
74
Scratch Capital
Idaho
$3.52M
MWM
75
Modera Wealth Management
New Jersey
$3.39M