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Dimensional National Municipal Bond ETF

237 hedge funds and large institutions have $1.27B invested in Dimensional National Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 105 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
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
EWA
101
Elevate Wealth Advisory
Georgia
$1.71M
NA
102
Note Advisors
New York
$1.7M
Financial Engines Advisors
103
Financial Engines Advisors
California
$1.66M
SFP
104
SwitchPoint Financial Planning
Utah
$1.62M
GVAG
105
Great Valley Advisor Group
Delaware
$1.6M
Osaic Holdings
106
Osaic Holdings
Arizona
$1.51M
FCM
107
Family Capital Management
Michigan
$1.47M
SC
108
Savant Capital
Illinois
$1.41M
NA
109
NewEdge Advisors
Louisiana
$1.34M
HWMC
110
Heritage Wealth Management (California)
California
$1.32M
CWP
111
Concord Wealth Partners
Virginia
$1.32M
CAMV
112
Concord Asset Management (Virginia)
Virginia
$1.32M
WFA
113
Websterrogers Financial Advisors
South Carolina
$1.3M
OIA
114
OneDigital Investment Advisors
Kansas
$1.26M
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$1.14M
JTWM
116
Jackson Thornton Wealth Management
Alabama
$1.13M
PWS
117
Physician Wealth Solutions
Nevada
$1.12M
SRCM
118
Signature Resources Capital Management
California
$1.11M
ODA
119
One Degree Advisors
California
$1.08M
CWA
120
CogentBlue Wealth Advisors
Tennessee
$1.08M
BCM
121
Blume Capital Management
California
$1.08M
WWWM
122
White Wing Wealth Management
Texas
$1.07M
Betterment LLC
123
Betterment LLC
New York
$1.06M
SEI Investments
124
SEI Investments
Pennsylvania
$1.06M
WCM
125
Warburton Capital Management
Oklahoma
$1.05M