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Dimensional National Municipal Bond ETF

239 hedge funds and large institutions have $1.38B invested in Dimensional National Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 133 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
101
SwitchPoint Financial Planning
Utah
$1.76M
EWA
102
Elevate Wealth Advisory
Georgia
$1.76M
SWA
103
Sax Wealth Advisors
New Jersey
$1.76M
GOCP
104
Great Oak Capital Partners
Massachusetts
$1.72M
MWA
105
Mills Wealth Advisors
Texas
$1.67M
FCM
106
Family Capital Management
Michigan
$1.63M
GVAG
107
Great Valley Advisor Group
Delaware
$1.62M
WFA
108
Websterrogers Financial Advisors
South Carolina
$1.58M
PF
109
Penney Financial
Texas
$1.52M
CWP
110
Concord Wealth Partners
Virginia
$1.52M
HWMC
111
Heritage Wealth Management (California)
California
$1.42M
SEI Investments
112
SEI Investments
Pennsylvania
$1.4M
Betterment LLC
113
Betterment LLC
New York
$1.35M
NA
114
NewEdge Advisors
Louisiana
$1.34M
Raymond James Financial
115
Raymond James Financial
Florida
$1.28M
OCM
116
One Capital Management
California
$1.28M
SRCM
117
Signature Resources Capital Management
California
$1.27M
OIA
118
OneDigital Investment Advisors
Kansas
$1.26M
CWA
119
CogentBlue Wealth Advisors
Tennessee
$1.24M
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$1.24M
JTWM
121
Jackson Thornton Wealth Management
Alabama
$1.22M
NWM
122
Northwest Wealth Management
Iowa
$1.21M
ODA
123
One Degree Advisors
California
$1.19M
W
124
WPWealth
Texas
$1.17M
WAP
125
Wealthcare Advisory Partners
Pennsylvania
$1.15M