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Dimensional National Municipal Bond ETF

274 hedge funds and large institutions have $1.75B invested in Dimensional National Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 158 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
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
SC
76
Scratch Capital
Idaho
$3.52M
MWM
77
Modera Wealth Management
New Jersey
$3.39M
PCA
78
Prosperity Capital Advisors
Ohio
$3.36M
AFO
79
Aurelius Family Office
New Hampshire
$3.33M
VWM
80
Vermillion Wealth Management
Minnesota
$3.31M
QHA
81
Quarry Hill Advisors
Minnesota
$3.29M
Truist Financial
82
Truist Financial
North Carolina
$3.21M
SWG
83
Summit Wealth Group
Vermont
$3.11M
BAAM
84
Baker Avenue Asset Management
California
$3.04M
TCM
85
Tassel Capital Management
North Carolina
$2.99M
TFA
86
TandemGrowth Financial Advisors
Georgia
$2.98M
Osaic Holdings
87
Osaic Holdings
Arizona
$2.96M
NRWA
88
North Ridge Wealth Advisors
Oregon
$2.96M
GAM
89
GEM Asset Management
Michigan
$2.93M
BP
90
BWM Planning
Texas
$2.87M
PAG
91
Private Advisor Group
New Jersey
$2.84M
NA
92
Note Advisors
New York
$2.77M
MGW
93
MB Generational Wealth
Washington
$2.72M
LFGO
94
Legacy Financial Group (Oklahoma)
Oklahoma
$2.7M
HWM
95
HB Wealth Management
Georgia
$2.68M
FA
96
FF Advisors
California
$2.67M
HHWM
97
Hiley Hunt Wealth Management
Nebraska
$2.48M
WA
98
Waverly Advisors
Alabama
$2.4M
VP
99
Verisail Partners
Georgia
$2.37M
MWP
100
Meredith Wealth Planning
Illinois
$2.36M