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Dimensional National Municipal Bond ETF

237 hedge funds and large institutions have $1.27B invested in Dimensional National Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 105 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.18%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.32%
New
22
Increased
105
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FA
76
FF Advisors
California
$2.65M
BAAM
77
Baker Avenue Asset Management
California
$2.61M -$71.6K -1,510 -3%
CSP
78
Cary Street Partners
Virginia
$2.6M +$279K +5,885 +12%
THL
79
Tillman Hartley LLC
Colorado
$2.55M +$2.55M +53,681 New
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$2.44M +$475K +10,005 +24%
Truist Financial
81
Truist Financial
North Carolina
$2.4M +$10.8K +227 +0.5%
TFO
82
Timonier Family Office
North Carolina
$2.25M -$661K -13,946 -23%
VP
83
Verisail Partners
Georgia
$2.13M +$51.9K +1,095 +3%
LCM
84
Liberty Capital Management
Michigan
$2.11M -$56.6K -1,193 -3%
PAG
85
Private Advisor Group
New Jersey
$2.04M +$44.7K +943 +2%
PAS
86
Park Avenue Securities
New York
$2.02M +$104K +2,197 +5%
SWA
87
Sax Wealth Advisors
New Jersey
$1.97M -$1.71M -36,095 -47%
SC
88
Shearwater Capital
Colorado
$1.9M +$51K +1,076 +3%
GOCP
89
Great Oak Capital Partners
Massachusetts
$1.88M +$1.43M +30,110 +316%
LWMNY
90
Landmark Wealth Management (New York)
New York
$1.86M -$565K -11,922 -23%
QHA
91
Quarry Hill Advisors
Minnesota
$1.82M +$108K +2,271 +6%
PFA
92
Pure Financial Advisors
California
$1.82M +$905K +19,078 +99%
HHWM
93
Hiley Hunt Wealth Management
Nebraska
$1.81M +$6.31K +133 +0.4%
US Bancorp
94
US Bancorp
Minnesota
$1.8M
OMC
95
Old Mission Capital
Illinois
$1.79M +$1.79M +37,774 New
MWG
96
Martin Worley Group
Utah
$1.79M +$1.33M +28,146 +294%
NRWA
97
North Ridge Wealth Advisors
Oregon
$1.79M -$714K -15,046 -29%
HTWM
98
Hartmann Taylor Wealth Management
Texas
$1.77M -$674K -14,200 -28%
MG
99
Mather Group
Illinois
$1.75M -$625K -13,171 -26%
MWA
100
Mills Wealth Advisors
Texas
$1.71M -$720K -15,174 -30%