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Dimensional National Municipal Bond ETF

275 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, 159 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 56

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

8% more capital invested

Capital invested by funds: $1.62B → $1.75B (+$133M)

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

0.68% more ownership

Funds ownership: 84.52%85.2% (+0.68%)

0% more funds holding

Funds holding: 274275 (+1)

Holders
275
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
3.39%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.39%
New
24
Increased
159
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
101
Financial Engines Advisors
California
$2.32M
KAS
102
Kestra Advisory Services
Texas
$2.29M +$897K +18,501 +63%
PAS
103
Park Avenue Securities
New York
$2.18M +$147K +3,030 +7%
BJB
104
Broadhurst Jeffrey B
$2.14M +$71K +1,466 +3%
CWP
105
Concord Wealth Partners
Virginia
$2.12M +$122K +2,524 +6%
SC
106
Shearwater Capital
Colorado
$2.11M -$28.3K -584 -1%
WCM
107
Warburton Capital Management
Oklahoma
$2.09M +$15.2K +314 +0.7%
JTWM
108
Jackson Thornton Wealth Management
Alabama
$2.05M -$826K -17,044 -29%
CSP
109
Cary Street Partners
Virginia
$2M -$666K -13,749 -25%
SWA
110
Sax Wealth Advisors
New Jersey
$1.98M
SFP
111
SwitchPoint Financial Planning
Utah
$1.96M +$78.8K +1,627 +4%
MG
112
Mather Group
Illinois
$1.96M +$87.2K +1,800 +5%
VT
113
Vise Technologies
New York
$1.93M
PFA
114
Pure Financial Advisors
California
$1.9M +$27.4K +565 +1%
FCM
115
Family Capital Management
Michigan
$1.85M +$72.1K +1,487 +4%
HWMC
116
Heritage Wealth Management (California)
California
$1.82M +$255K +5,257 +16%
FFA
117
Farther Finance Advisors
California
$1.81M +$526K +10,847 +40%
KCWM
118
Kane Co Wealth Management
Iowa
$1.79M +$462K +9,525 +34%
HTWM
119
Hartmann Taylor Wealth Management
Texas
$1.79M
NWM
120
Northwest Wealth Management
Iowa
$1.78M +$263K +5,419 +17%
LWMNY
121
Landmark Wealth Management (New York)
New York
$1.77M +$254K +5,251 +17%
GOCP
122
Great Oak Capital Partners
Massachusetts
$1.76M +$16K +330 +0.9%
EWA
123
Elevate Wealth Advisory
Georgia
$1.76M +$921 +19 +0.1%
SEI Investments
124
SEI Investments
Pennsylvania
$1.72M +$162K +3,335 +10%
EAM
125
Evanson Asset Management
California
$1.67M -$623K -12,853 -27%