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Dimensional National Municipal Bond ETF

271 hedge funds and large institutions have $1.74B invested in Dimensional National Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 156 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
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 Sellers

1 -$10.3M
2 -$9.39M
3 -$6.62M
4
HighTower Advisors
HighTower Advisors
Illinois
-$5.2M
5
EC
Elequin Capital
New York
-$4.78M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
76
Prosperity Capital Advisors
Ohio
$3.36M
AFO
77
Aurelius Family Office
New Hampshire
$3.33M
VWM
78
Vermillion Wealth Management
Minnesota
$3.31M
QHA
79
Quarry Hill Advisors
Minnesota
$3.29M
Truist Financial
80
Truist Financial
North Carolina
$3.21M
SWG
81
Summit Wealth Group
Vermont
$3.11M
BAAM
82
Baker Avenue Asset Management
California
$3.04M
TCM
83
Tassel Capital Management
North Carolina
$2.99M
TFA
84
TandemGrowth Financial Advisors
Georgia
$2.98M
Osaic Holdings
85
Osaic Holdings
Arizona
$2.96M
NRWA
86
North Ridge Wealth Advisors
Oregon
$2.96M
GAM
87
GEM Asset Management
Michigan
$2.93M
BP
88
BWM Planning
Texas
$2.87M
PAG
89
Private Advisor Group
New Jersey
$2.84M
NA
90
Note Advisors
New York
$2.77M
MGW
91
MB Generational Wealth
Washington
$2.72M
LFGO
92
Legacy Financial Group (Oklahoma)
Oklahoma
$2.7M
HWM
93
HB Wealth Management
Georgia
$2.68M
FA
94
FF Advisors
California
$2.67M
HHWM
95
Hiley Hunt Wealth Management
Nebraska
$2.48M
WA
96
Waverly Advisors
Alabama
$2.4M
VP
97
Verisail Partners
Georgia
$2.37M
MWP
98
Meredith Wealth Planning
Illinois
$2.36M
Financial Engines Advisors
99
Financial Engines Advisors
California
$2.32M
KAS
100
Kestra Advisory Services
Texas
$2.29M