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Dimensional National Municipal Bond ETF

246 hedge funds and large institutions have $1.4B invested in Dimensional National Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 136 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 62

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $1.29B → $1.4B (+$107M)

4% more funds holding in top 10

Funds holding in top 10: 2526 (+1)

2% more funds holding

Funds holding: 241246 (+5)

1.2% more ownership

Funds ownership: 82.42%83.63% (+1.2%)

Holders
246
Holders Change
+5
Holders Change %
+2.07%
% of All Funds
3.23%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.34%
New
22
Increased
136
Reduced
62
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFGO
76
Legacy Financial Group (Oklahoma)
Oklahoma
$3.03M -$620K -13,040 -17%
TCM
77
Tassel Capital Management
North Carolina
$3.01M +$86.3K +1,814 +3%
Truist Financial
78
Truist Financial
North Carolina
$2.96M +$525K +11,030 +22%
Corient Private Wealth
79
Corient Private Wealth
Florida
$2.77M -$1.31M -27,536 -32%
CSP
80
Cary Street Partners
Virginia
$2.73M +$103K +2,171 +4%
BAAM
81
Baker Avenue Asset Management
California
$2.69M +$51.6K +1,084 +2%
HWM
82
HB Wealth Management
Georgia
$2.68M -$491K -10,325 -16%
FA
83
FF Advisors
California
$2.65M -$36.1K -759 -1%
WA
84
Waverly Advisors
Alabama
$2.62M -$1.24M -26,115 -32%
SC
85
Scratch Capital
Idaho
$2.57M +$1.61M +33,845 +171%
QHA
86
Quarry Hill Advisors
Minnesota
$2.38M +$533K +11,212 +29%
EAM
87
Evanson Asset Management
California
$2.33M -$1.57M -33,048 -40%
Financial Engines Advisors
88
Financial Engines Advisors
California
$2.31M +$625K +13,145 +38%
TFO
89
Timonier Family Office
North Carolina
$2.22M -$55.4K -1,165 -2%
VP
90
Verisail Partners
Georgia
$2.22M +$66.3K +1,393 +3%
HHWM
91
Hiley Hunt Wealth Management
Nebraska
$2.2M +$375K +7,875 +21%
PAG
92
Private Advisor Group
New Jersey
$2.16M +$92.1K +1,937 +4%
RFP
93
Root Financial Partners
California
$2.14M +$1.77M +37,175 +504%
NRWA
94
North Ridge Wealth Advisors
Oregon
$2.1M +$292K +6,132 +16%
SC
95
Shearwater Capital
Colorado
$2.03M +$105K +2,204 +6%
LWMNY
96
Landmark Wealth Management (New York)
New York
$2.01M +$135K +2,834 +7%
PAS
97
Park Avenue Securities
New York
$2.01M -$28.7K -603 -1%
NA
98
Note Advisors
New York
$1.88M +$156K +3,289 +9%
PFA
99
Pure Financial Advisors
California
$1.85M +$14.7K +310 +0.8%
US Bancorp
100
US Bancorp
Minnesota
$1.82M