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Dimensional National Municipal Bond ETF

242 hedge funds and large institutions have $1.39B invested in Dimensional National Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 135 increasing their positions, 60 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
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
HTWM
101
Hartmann Taylor Wealth Management
Texas
$1.79M
SFP
102
SwitchPoint Financial Planning
Utah
$1.76M
EWA
103
Elevate Wealth Advisory
Georgia
$1.76M
SWA
104
Sax Wealth Advisors
New Jersey
$1.76M
GOCP
105
Great Oak Capital Partners
Massachusetts
$1.72M
MWA
106
Mills Wealth Advisors
Texas
$1.67M
FCM
107
Family Capital Management
Michigan
$1.63M
GVAG
108
Great Valley Advisor Group
Delaware
$1.62M
WFA
109
Websterrogers Financial Advisors
South Carolina
$1.58M
PF
110
Penney Financial
Texas
$1.52M
CWP
111
Concord Wealth Partners
Virginia
$1.52M
HWMC
112
Heritage Wealth Management (California)
California
$1.42M
SEI Investments
113
SEI Investments
Pennsylvania
$1.4M
Betterment LLC
114
Betterment LLC
New York
$1.35M
NA
115
NewEdge Advisors
Louisiana
$1.34M
Raymond James Financial
116
Raymond James Financial
Florida
$1.28M
OCM
117
One Capital Management
California
$1.28M
SRCM
118
Signature Resources Capital Management
California
$1.27M
OIA
119
OneDigital Investment Advisors
Kansas
$1.26M
CWA
120
CogentBlue Wealth Advisors
Tennessee
$1.24M
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$1.24M
JTWM
122
Jackson Thornton Wealth Management
Alabama
$1.22M
NWM
123
Northwest Wealth Management
Iowa
$1.21M
ODA
124
One Degree Advisors
California
$1.19M
W
125
WPWealth
Texas
$1.17M