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Dimensional National Municipal Bond ETF

272 hedge funds and large institutions have $1.61B invested in Dimensional National Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 145 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$63.9M
2 +$52.7M
3 +$25.4M
4
SC
Savant Capital
Illinois
+$20.2M
5
2L
25 LLC
Missouri
+$6.66M

Top Sellers

1 -$39.6M
2 -$10.4M
3 -$2.13M
4
US Bancorp
US Bancorp
Minnesota
-$1.53M
5
FG
Foster Group
Iowa
-$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
76
Vermillion Wealth Management
Minnesota
$3.19M
GAM
77
GEM Asset Management
Michigan
$3.14M
SWG
78
Summit Wealth Group
Vermont
$3.12M
RFP
79
Root Financial Partners
California
$3.09M
QHA
80
Quarry Hill Advisors
Minnesota
$3.09M
TCM
81
Tassel Capital Management
North Carolina
$3.06M
WA
82
Waverly Advisors
Alabama
$2.89M
BAAM
83
Baker Avenue Asset Management
California
$2.88M
JTWM
84
Jackson Thornton Wealth Management
Alabama
$2.87M
SC
85
Scratch Capital
Idaho
$2.83M
PCA
86
Prosperity Capital Advisors
Ohio
$2.81M
LFGO
87
Legacy Financial Group (Oklahoma)
Oklahoma
$2.69M
HWM
88
HB Wealth Management
Georgia
$2.69M
TFA
89
TandemGrowth Financial Advisors
Georgia
$2.69M
CSP
90
Cary Street Partners
Virginia
$2.67M
FA
91
FF Advisors
California
$2.66M
NA
92
Note Advisors
New York
$2.54M
PAG
93
Private Advisor Group
New Jersey
$2.48M
HHWM
94
Hiley Hunt Wealth Management
Nebraska
$2.36M
VP
95
Verisail Partners
Georgia
$2.36M
Financial Engines Advisors
96
Financial Engines Advisors
California
$2.33M
EAM
97
Evanson Asset Management
California
$2.3M
NRWA
98
North Ridge Wealth Advisors
Oregon
$2.29M
SC
99
Shearwater Capital
Colorado
$2.15M
TFO
100
Timonier Family Office
North Carolina
$2.14M