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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
+1
Holders Change %
+0.42%
% of All Funds
3.18%
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
105
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
101
Elevate Wealth Advisory
Georgia
$1.71M +$70.1K +1,478 +4%
NA
102
Note Advisors
New York
$1.7M +$801K +16,880 +89%
Financial Engines Advisors
103
Financial Engines Advisors
California
$1.66M -$1.66M -35,029 -50%
SFP
104
SwitchPoint Financial Planning
Utah
$1.62M -$199K -4,195 -11%
GVAG
105
Great Valley Advisor Group
Delaware
$1.6M +$17.8K +376 +1%
Osaic Holdings
106
Osaic Holdings
Arizona
$1.51M -$4.73M -99,342 -76%
FCM
107
Family Capital Management
Michigan
$1.47M +$31.9K +672 +2%
SC
108
Savant Capital
Illinois
$1.41M -$141K -2,983 -9%
NA
109
NewEdge Advisors
Louisiana
$1.34M +$58.5K +1,234 +5%
HWMC
110
Heritage Wealth Management (California)
California
$1.32M +$949 +20 +0.1%
CWP
111
Concord Wealth Partners
Virginia
$1.32M +$806K +17,001 +157%
CAMV
112
Concord Asset Management (Virginia)
Virginia
$1.32M +$1.32M +27,861 New
WFA
113
Websterrogers Financial Advisors
South Carolina
$1.3M +$293K +6,168 +29%
OIA
114
OneDigital Investment Advisors
Kansas
$1.26M -$505K -10,652 -29%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$1.14M +$31.4K +662 +3%
JTWM
116
Jackson Thornton Wealth Management
Alabama
$1.13M +$51.5K +1,085 +5%
PWS
117
Physician Wealth Solutions
Nevada
$1.12M -$94.9K -2,000 -8%
SRCM
118
Signature Resources Capital Management
California
$1.11M +$1.08M +22,841 +3,763%
ODA
119
One Degree Advisors
California
$1.08M +$19.9K +419 +2%
CWA
120
CogentBlue Wealth Advisors
Tennessee
$1.08M -$423K -8,927 -28%
BCM
121
Blume Capital Management
California
$1.08M -$212K -4,467 -16%
WWWM
122
White Wing Wealth Management
Texas
$1.07M +$26.3K +554 +3%
Betterment LLC
123
Betterment LLC
New York
$1.06M +$507K +10,693 +91%
SEI Investments
124
SEI Investments
Pennsylvania
$1.06M +$1.06M +22,300 New
WCM
125
Warburton Capital Management
Oklahoma
$1.05M +$596K +12,594 +131%