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Dimensional National Municipal Bond ETF

246 hedge funds and large institutions have $1.4B invested in Dimensional National Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 136 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 62

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $1.29B → $1.4B (+$107M)

4% more funds holding in top 10

Funds holding in top 10: 2526 (+1)

2% more funds holding

Funds holding: 241246 (+5)

1.2% more ownership

Funds ownership: 82.42%83.63% (+1.2%)

Holders
246
Holders Change
+5
Holders Change %
+2.07%
% of All Funds
3.23%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.34%
New
22
Increased
136
Reduced
62
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MG
101
Mather Group
Illinois
$1.81M +$39.6K +832 +2%
HTWM
102
Hartmann Taylor Wealth Management
Texas
$1.79M
SFP
103
SwitchPoint Financial Planning
Utah
$1.76M +$126K +2,646 +8%
EWA
104
Elevate Wealth Advisory
Georgia
$1.76M +$34.8K +731 +2%
SWA
105
Sax Wealth Advisors
New Jersey
$1.76M -$228K -4,794 -12%
GOCP
106
Great Oak Capital Partners
Massachusetts
$1.72M -$181K -3,813 -10%
MWA
107
Mills Wealth Advisors
Texas
$1.67M -$54.2K -1,139 -3%
FCM
108
Family Capital Management
Michigan
$1.63M +$138K +2,896 +9%
GVAG
109
Great Valley Advisor Group
Delaware
$1.62M +$1.19K +25 +0.1%
WFA
110
Websterrogers Financial Advisors
South Carolina
$1.58M +$260K +5,476 +20%
PF
111
Penney Financial
Texas
$1.52M +$1.51M +31,737 New
CWP
112
Concord Wealth Partners
Virginia
$1.52M +$179K +3,771 +14%
HWMC
113
Heritage Wealth Management (California)
California
$1.42M +$78.1K +1,643 +6%
SEI Investments
114
SEI Investments
Pennsylvania
$1.4M +$327K +6,866 +31%
Betterment LLC
115
Betterment LLC
New York
$1.35M +$277K +5,822 +26%
NA
116
NewEdge Advisors
Louisiana
$1.34M -$16.5K -346 -1%
Raymond James Financial
117
Raymond James Financial
Florida
$1.28M +$1.07M +22,473 +526%
OCM
118
One Capital Management
California
$1.28M +$297K +6,235 +30%
SRCM
119
Signature Resources Capital Management
California
$1.27M +$144K +3,027 +13%
OIA
120
OneDigital Investment Advisors
Kansas
$1.26M -$11.2K -236 -0.9%
CWA
121
CogentBlue Wealth Advisors
Tennessee
$1.24M +$148K +3,116 +14%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$1.24M +$81.7K +1,718 +7%
JTWM
123
Jackson Thornton Wealth Management
Alabama
$1.22M +$73.5K +1,545 +6%
NWM
124
Northwest Wealth Management
Iowa
$1.21M +$186K +3,903 +18%
ODA
125
One Degree Advisors
California
$1.19M +$92.5K +1,944 +9%