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Dimensional National Municipal Bond ETF

239 hedge funds and large institutions have $1.28B invested in Dimensional National Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 106 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
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
JP Morgan Chase
76
JP Morgan Chase
New York
$2.79M
2L
77
25 LLC
Missouri
$2.76M
FA
78
FF Advisors
California
$2.65M
BAAM
79
Baker Avenue Asset Management
California
$2.61M
CSP
80
Cary Street Partners
Virginia
$2.6M
THL
81
Tillman Hartley LLC
Colorado
$2.55M
PFGIA
82
Patriot Financial Group Insurance Agency
Massachusetts
$2.44M
Truist Financial
83
Truist Financial
North Carolina
$2.4M
TFO
84
Timonier Family Office
North Carolina
$2.25M
VP
85
Verisail Partners
Georgia
$2.13M
LCM
86
Liberty Capital Management
Michigan
$2.11M
PAG
87
Private Advisor Group
New Jersey
$2.04M
PAS
88
Park Avenue Securities
New York
$2.02M
SWA
89
Sax Wealth Advisors
New Jersey
$1.97M
SC
90
Shearwater Capital
Colorado
$1.9M
GOCP
91
Great Oak Capital Partners
Massachusetts
$1.88M
LWMNY
92
Landmark Wealth Management (New York)
New York
$1.86M
QHA
93
Quarry Hill Advisors
Minnesota
$1.82M
PFA
94
Pure Financial Advisors
California
$1.82M
HHWM
95
Hiley Hunt Wealth Management
Nebraska
$1.81M
US Bancorp
96
US Bancorp
Minnesota
$1.8M
OMC
97
Old Mission Capital
Illinois
$1.79M
MWG
98
Martin Worley Group
Utah
$1.79M
NRWA
99
North Ridge Wealth Advisors
Oregon
$1.79M
HTWM
100
Hartmann Taylor Wealth Management
Texas
$1.77M