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Dimensional National Municipal Bond ETF

236 hedge funds and large institutions have $1.24B invested in Dimensional National Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 104 increasing their positions, 89 reducing their positions, and 21 closing their positions.

Holders
236
Holders Change
Holders Change %
0%
% of All Funds
3.17%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.32%
New
22
Increased
104
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NA
101
Note Advisors
New York
$1.7M 35,837 +16,880 +89%
Financial Engines Advisors
102
Financial Engines Advisors
California
$1.66M 35,029 -35,029 -50%
SFP
103
SwitchPoint Financial Planning
Utah
$1.62M 34,125 -4,195 -11%
GVAG
104
Great Valley Advisor Group
Delaware
$1.6M 33,685 +376 +1%
Osaic Holdings
105
Osaic Holdings
Arizona
$1.51M 31,833 -99,342 -76%
FCM
106
Family Capital Management
Michigan
$1.47M 31,047 +672 +2%
SC
107
Savant Capital
Illinois
$1.41M 29,827 -2,983 -9%
NA
108
NewEdge Advisors
Louisiana
$1.34M 28,171 +1,234 +5%
HWMC
109
Heritage Wealth Management (California)
California
$1.32M 27,888 +20 +0.1%
CWP
110
Concord Wealth Partners
Virginia
$1.32M 27,861 +17,001 +157%
CAMV
111
Concord Asset Management (Virginia)
Virginia
$1.32M 27,861 +27,861 New
WFA
112
Websterrogers Financial Advisors
South Carolina
$1.3M 27,357 +6,168 +29%
OIA
113
OneDigital Investment Advisors
Kansas
$1.26M 26,486 -10,652 -29%
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
$1.14M 24,099 +662 +3%
JTWM
115
Jackson Thornton Wealth Management
Alabama
$1.13M 23,903 +1,085 +5%
PWS
116
Physician Wealth Solutions
Nevada
$1.12M 23,538 -2,000 -8%
SRCM
117
Signature Resources Capital Management
California
$1.11M 23,448 +22,841 +3,763%
ODA
118
One Degree Advisors
California
$1.08M 22,814 +419 +2%
CWA
119
CogentBlue Wealth Advisors
Tennessee
$1.08M 22,765 -8,927 -28%
BCM
120
Blume Capital Management
California
$1.08M 22,685 -4,467 -16%
WWWM
121
White Wing Wealth Management
Texas
$1.07M 22,638 +554 +3%
Betterment LLC
122
Betterment LLC
New York
$1.06M 22,393 +10,693 +91%
SEI Investments
123
SEI Investments
Pennsylvania
$1.06M 22,300 +22,300 New
WCM
124
Warburton Capital Management
Oklahoma
$1.05M 22,204 +12,594 +131%
IAG
125
Investmark Advisory Group
Connecticut
$1.05M 22,084