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Dimensional National Municipal Bond ETF

239 hedge funds and large institutions have $1.38B invested in Dimensional National Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 133 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
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
Truist Financial
76
Truist Financial
North Carolina
$2.96M
Corient Private Wealth
77
Corient Private Wealth
Florida
$2.77M
CSP
78
Cary Street Partners
Virginia
$2.73M
BAAM
79
Baker Avenue Asset Management
California
$2.69M
HWM
80
HB Wealth Management
Georgia
$2.68M
FA
81
FF Advisors
California
$2.65M
WA
82
Waverly Advisors
Alabama
$2.62M
SC
83
Scratch Capital
Idaho
$2.57M
QHA
84
Quarry Hill Advisors
Minnesota
$2.38M
EAM
85
Evanson Asset Management
California
$2.33M
Financial Engines Advisors
86
Financial Engines Advisors
California
$2.31M
TFO
87
Timonier Family Office
North Carolina
$2.22M
VP
88
Verisail Partners
Georgia
$2.22M
HHWM
89
Hiley Hunt Wealth Management
Nebraska
$2.2M
PAG
90
Private Advisor Group
New Jersey
$2.16M
RFP
91
Root Financial Partners
California
$2.14M
NRWA
92
North Ridge Wealth Advisors
Oregon
$2.1M
SC
93
Shearwater Capital
Colorado
$2.03M
LWMNY
94
Landmark Wealth Management (New York)
New York
$2.01M
PAS
95
Park Avenue Securities
New York
$2.01M
NA
96
Note Advisors
New York
$1.88M
PFA
97
Pure Financial Advisors
California
$1.85M
US Bancorp
98
US Bancorp
Minnesota
$1.82M
MG
99
Mather Group
Illinois
$1.81M
HTWM
100
Hartmann Taylor Wealth Management
Texas
$1.79M