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Dimensional National Municipal Bond ETF

239 hedge funds and large institutions have $1.28B invested in Dimensional National Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 106 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
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
MG
101
Mather Group
Illinois
$1.75M
MWA
102
Mills Wealth Advisors
Texas
$1.71M
EWA
103
Elevate Wealth Advisory
Georgia
$1.71M
NA
104
Note Advisors
New York
$1.7M
Financial Engines Advisors
105
Financial Engines Advisors
California
$1.66M
SFP
106
SwitchPoint Financial Planning
Utah
$1.62M
GVAG
107
Great Valley Advisor Group
Delaware
$1.6M
FCM
108
Family Capital Management
Michigan
$1.47M
SC
109
Savant Capital
Illinois
$1.41M
NA
110
NewEdge Advisors
Louisiana
$1.34M
HWMC
111
Heritage Wealth Management (California)
California
$1.32M
CWP
112
Concord Wealth Partners
Virginia
$1.32M
CAMV
113
Concord Asset Management (Virginia)
Virginia
$1.32M
WFA
114
Websterrogers Financial Advisors
South Carolina
$1.3M
OIA
115
OneDigital Investment Advisors
Kansas
$1.26M
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$1.14M
JTWM
117
Jackson Thornton Wealth Management
Alabama
$1.13M
PWS
118
Physician Wealth Solutions
Nevada
$1.12M
SRCM
119
Signature Resources Capital Management
California
$1.11M
ODA
120
One Degree Advisors
California
$1.08M
CWA
121
CogentBlue Wealth Advisors
Tennessee
$1.08M
BCM
122
Blume Capital Management
California
$1.08M
WWWM
123
White Wing Wealth Management
Texas
$1.07M
Betterment LLC
124
Betterment LLC
New York
$1.06M
SEI Investments
125
SEI Investments
Pennsylvania
$1.06M