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Dimensional National Municipal Bond ETF

269 hedge funds and large institutions have $1.6B invested in Dimensional National Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 145 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
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
GAM
76
GEM Asset Management
Michigan
$3.14M
SWG
77
Summit Wealth Group
Vermont
$3.12M
RFP
78
Root Financial Partners
California
$3.09M
QHA
79
Quarry Hill Advisors
Minnesota
$3.09M
TCM
80
Tassel Capital Management
North Carolina
$3.06M
WA
81
Waverly Advisors
Alabama
$2.89M
BAAM
82
Baker Avenue Asset Management
California
$2.88M
JTWM
83
Jackson Thornton Wealth Management
Alabama
$2.87M
SC
84
Scratch Capital
Idaho
$2.83M
PCA
85
Prosperity Capital Advisors
Ohio
$2.81M
LFGO
86
Legacy Financial Group (Oklahoma)
Oklahoma
$2.69M
HWM
87
HB Wealth Management
Georgia
$2.69M
TFA
88
TandemGrowth Financial Advisors
Georgia
$2.69M
CSP
89
Cary Street Partners
Virginia
$2.67M
FA
90
FF Advisors
California
$2.66M
NA
91
Note Advisors
New York
$2.54M
PAG
92
Private Advisor Group
New Jersey
$2.48M
HHWM
93
Hiley Hunt Wealth Management
Nebraska
$2.36M
VP
94
Verisail Partners
Georgia
$2.36M
Financial Engines Advisors
95
Financial Engines Advisors
California
$2.33M
EAM
96
Evanson Asset Management
California
$2.3M
NRWA
97
North Ridge Wealth Advisors
Oregon
$2.29M
SC
98
Shearwater Capital
Colorado
$2.15M
TFO
99
Timonier Family Office
North Carolina
$2.14M
BP
100
BWM Planning
Texas
$2.12M