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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
Holders Change %
% of All Funds
Holding in Top 10
24
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
FA
76
FF Advisors
California
$2.65M
BAAM
77
Baker Avenue Asset Management
California
$2.61M
CSP
78
Cary Street Partners
Virginia
$2.6M
THL
79
Tillman Hartley LLC
Colorado
$2.55M
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$2.44M
Truist Financial
81
Truist Financial
North Carolina
$2.4M
TFO
82
Timonier Family Office
North Carolina
$2.25M
VP
83
Verisail Partners
Georgia
$2.13M
LCM
84
Liberty Capital Management
Michigan
$2.11M
PAG
85
Private Advisor Group
New Jersey
$2.04M
PAS
86
Park Avenue Securities
New York
$2.02M
SWA
87
Sax Wealth Advisors
New Jersey
$1.97M
SC
88
Shearwater Capital
Colorado
$1.9M
GOCP
89
Great Oak Capital Partners
Massachusetts
$1.88M
LWMNY
90
Landmark Wealth Management (New York)
New York
$1.86M
QHA
91
Quarry Hill Advisors
Minnesota
$1.82M
PFA
92
Pure Financial Advisors
California
$1.82M
HHWM
93
Hiley Hunt Wealth Management
Nebraska
$1.81M
US Bancorp
94
US Bancorp
Minnesota
$1.8M
OMC
95
Old Mission Capital
Illinois
$1.79M
MWG
96
Martin Worley Group
Utah
$1.79M
NRWA
97
North Ridge Wealth Advisors
Oregon
$1.79M
HTWM
98
Hartmann Taylor Wealth Management
Texas
$1.77M
MG
99
Mather Group
Illinois
$1.75M
MWA
100
Mills Wealth Advisors
Texas
$1.71M