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Dimensional National Municipal Bond ETF

242 hedge funds and large institutions have $1.39B invested in Dimensional National Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 135 increasing their positions, 60 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
76
Tassel Capital Management
North Carolina
$3.01M
Truist Financial
77
Truist Financial
North Carolina
$2.96M
Corient Private Wealth
78
Corient Private Wealth
Florida
$2.77M
CSP
79
Cary Street Partners
Virginia
$2.73M
BAAM
80
Baker Avenue Asset Management
California
$2.69M
HWM
81
HB Wealth Management
Georgia
$2.68M
FA
82
FF Advisors
California
$2.65M
WA
83
Waverly Advisors
Alabama
$2.62M
SC
84
Scratch Capital
Idaho
$2.57M
QHA
85
Quarry Hill Advisors
Minnesota
$2.38M
EAM
86
Evanson Asset Management
California
$2.33M
Financial Engines Advisors
87
Financial Engines Advisors
California
$2.31M
TFO
88
Timonier Family Office
North Carolina
$2.22M
VP
89
Verisail Partners
Georgia
$2.22M
HHWM
90
Hiley Hunt Wealth Management
Nebraska
$2.2M
PAG
91
Private Advisor Group
New Jersey
$2.16M
RFP
92
Root Financial Partners
California
$2.14M
NRWA
93
North Ridge Wealth Advisors
Oregon
$2.1M
SC
94
Shearwater Capital
Colorado
$2.03M
LWMNY
95
Landmark Wealth Management (New York)
New York
$2.01M
PAS
96
Park Avenue Securities
New York
$2.01M
NA
97
Note Advisors
New York
$1.88M
PFA
98
Pure Financial Advisors
California
$1.85M
US Bancorp
99
US Bancorp
Minnesota
$1.82M
MG
100
Mather Group
Illinois
$1.81M