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Dimensional National Municipal Bond ETF

274 hedge funds and large institutions have $1.62B invested in Dimensional National Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 146 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 12

165% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 55

24% more funds holding in top 10

Funds holding in top 10: 2531 (+6)

17% more capital invested

Capital invested by funds: $1.39B → $1.62B (+$230M)

12% more funds holding

Funds holding: 245274 (+29)

1.34% more ownership

Funds ownership: 83.18%84.52% (+1.3%)

Holders
274
Holders Change
+29
Holders Change %
+11.84%
% of All Funds
3.33%
Holding in Top 10
31
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+24%
% of All Funds
0.38%
New
46
Increased
146
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$3.2M +$231K +4,802 +8%
VWM
77
Vermillion Wealth Management
Minnesota
$3.19M -$517K -10,727 -14%
GAM
78
GEM Asset Management
Michigan
$3.14M -$118K -2,443 -4%
SWG
79
Summit Wealth Group
Vermont
$3.12M -$12.2K -253 -0.4%
RFP
80
Root Financial Partners
California
$3.09M +$944K +19,600 +44%
QHA
81
Quarry Hill Advisors
Minnesota
$3.09M +$697K +14,471 +29%
TCM
82
Tassel Capital Management
North Carolina
$3.06M +$34.2K +709 +1%
WA
83
Waverly Advisors
Alabama
$2.89M +$266K +5,526 +10%
BAAM
84
Baker Avenue Asset Management
California
$2.88M +$179K +3,720 +7%
JTWM
85
Jackson Thornton Wealth Management
Alabama
$2.87M +$1.64M +33,983 +134%
SC
86
Scratch Capital
Idaho
$2.83M +$242K +5,017 +9%
PCA
87
Prosperity Capital Advisors
Ohio
$2.81M -$403K -8,368 -13%
LFGO
88
Legacy Financial Group (Oklahoma)
Oklahoma
$2.69M -$348K -7,220 -11%
HWM
89
HB Wealth Management
Georgia
$2.69M
TFA
90
TandemGrowth Financial Advisors
Georgia
$2.69M +$2.69M +55,824 New
CSP
91
Cary Street Partners
Virginia
$2.67M -$74.2K -1,539 -3%
FA
92
FF Advisors
California
$2.66M
NA
93
Note Advisors
New York
$2.54M +$645K +13,394 +34%
PAG
94
Private Advisor Group
New Jersey
$2.48M +$316K +6,567 +15%
HHWM
95
Hiley Hunt Wealth Management
Nebraska
$2.36M +$152K +3,156 +7%
VP
96
Verisail Partners
Georgia
$2.36M +$135K +2,798 +6%
Financial Engines Advisors
97
Financial Engines Advisors
California
$2.33M +$10.9K +226 +0.5%
EAM
98
Evanson Asset Management
California
$2.3M -$41.3K -857 -2%
NRWA
99
North Ridge Wealth Advisors
Oregon
$2.29M +$183K +3,788 +9%
SC
100
Shearwater Capital
Colorado
$2.15M +$118K +2,445 +6%