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Dimensional National Municipal Bond ETF

265 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 41 funds opening new positions, 144 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
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
+$19.7M
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
MWP
101
Meredith Wealth Planning
Illinois
$2.09M
WCM
102
Warburton Capital Management
Oklahoma
$2.07M
OMC
103
Old Mission Capital
Illinois
$2.06M
PAS
104
Park Avenue Securities
New York
$2.04M
CWP
105
Concord Wealth Partners
Virginia
$2.01M
SWA
106
Sax Wealth Advisors
New Jersey
$1.98M
MGW
107
MB Generational Wealth
Washington
$1.96M
VT
108
Vise Technologies
New York
$1.93M
Raymond James Financial
109
Raymond James Financial
Florida
$1.93M
SFP
110
SwitchPoint Financial Planning
Utah
$1.89M
SCM
111
SB Capital Management
California
$1.89M
MG
112
Mather Group
Illinois
$1.88M
PFA
113
Pure Financial Advisors
California
$1.88M
HTWM
114
Hartmann Taylor Wealth Management
Texas
$1.79M
FCM
115
Family Capital Management
Michigan
$1.79M
EWA
116
Elevate Wealth Advisory
Georgia
$1.76M
GOCP
117
Great Oak Capital Partners
Massachusetts
$1.75M
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$1.74M
WUW
119
Wheels Up Wealth
California
$1.7M
Goldman Sachs
120
Goldman Sachs
New York
$1.67M
MWA
121
Mills Wealth Advisors
Texas
$1.66M
GVAG
122
Great Valley Advisor Group
Delaware
$1.63M
HWMC
123
Heritage Wealth Management (California)
California
$1.57M
SEI Investments
124
SEI Investments
Pennsylvania
$1.57M
WFA
125
Websterrogers Financial Advisors
South Carolina
$1.53M