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Dimensional National Municipal Bond ETF

275 hedge funds and large institutions have $1.75B invested in Dimensional National Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 159 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 56

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

8% more capital invested

Capital invested by funds: $1.62B → $1.75B (+$133M)

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

0.68% more ownership

Funds ownership: 84.52%85.2% (+0.68%)

0% more funds holding

Funds holding: 274275 (+1)

Holders
275
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
3.39%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.39%
New
24
Increased
159
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
76
Scratch Capital
Idaho
$3.52M +$720K +14,849 +25%
MWM
77
Modera Wealth Management
New Jersey
$3.39M +$2.42K +50 +0.1%
PCA
78
Prosperity Capital Advisors
Ohio
$3.36M +$561K +11,578 +20%
AFO
79
Aurelius Family Office
New Hampshire
$3.33M +$6.88K +142 +0.2%
VWM
80
Vermillion Wealth Management
Minnesota
$3.31M +$136K +2,811 +4%
QHA
81
Quarry Hill Advisors
Minnesota
$3.29M +$183K +3,782 +6%
Truist Financial
82
Truist Financial
North Carolina
$3.21M +$22K +455 +0.7%
SWG
83
Summit Wealth Group
Vermont
$3.11M -$1.31K -27 -0%
BAAM
84
Baker Avenue Asset Management
California
$3.04M +$180K +3,705 +6%
TCM
85
Tassel Capital Management
North Carolina
$2.99M -$57.4K -1,185 -2%
TFA
86
TandemGrowth Financial Advisors
Georgia
$2.98M +$304K +6,265 +11%
Osaic Holdings
87
Osaic Holdings
Arizona
$2.96M -$4.28M -88,265 -59%
NRWA
88
North Ridge Wealth Advisors
Oregon
$2.96M +$688K +14,198 +30%
GAM
89
GEM Asset Management
Michigan
$2.93M -$182K -3,756 -6%
BP
90
BWM Planning
Texas
$2.87M +$769K +15,867 +36%
PAG
91
Private Advisor Group
New Jersey
$2.84M +$373K +7,700 +15%
NA
92
Note Advisors
New York
$2.77M +$252K +5,201 +10%
MGW
93
MB Generational Wealth
Washington
$2.72M +$781K +16,127 +40%
LFGO
94
Legacy Financial Group (Oklahoma)
Oklahoma
$2.7M +$25K +516 +0.9%
HWM
95
HB Wealth Management
Georgia
$2.68M
FA
96
FF Advisors
California
$2.67M
HHWM
97
Hiley Hunt Wealth Management
Nebraska
$2.48M +$128K +2,646 +5%
WA
98
Waverly Advisors
Alabama
$2.4M -$487K -10,058 -17%
VP
99
Verisail Partners
Georgia
$2.37M +$17.3K +356 +0.7%
MWP
100
Meredith Wealth Planning
Illinois
$2.36M +$279K +5,767 +13%