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Dimensional National Municipal Bond ETF

274 hedge funds and large institutions have $1.62B invested in Dimensional National Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 146 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 12

165% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 55

24% more funds holding in top 10

Funds holding in top 10: 2531 (+6)

17% more capital invested

Capital invested by funds: $1.39B → $1.62B (+$230M)

12% more funds holding

Funds holding: 245274 (+29)

1.34% more ownership

Funds ownership: 83.18%84.52% (+1.3%)

Holders
274
Holders Change
+29
Holders Change %
+11.84%
% of All Funds
3.33%
Holding in Top 10
31
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+24%
% of All Funds
0.38%
New
46
Increased
146
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
101
Timonier Family Office
North Carolina
$2.14M -$94.6K -1,963 -4%
BP
102
BWM Planning
Texas
$2.12M +$1.61M +33,346 +311%
MWP
103
Meredith Wealth Planning
Illinois
$2.09M +$1.16M +24,049 +124%
BJB
104
Broadhurst Jeffrey B
$2.08M +$2.08M +43,150 New
WCM
105
Warburton Capital Management
Oklahoma
$2.07M +$979K +20,314 +89%
OMC
106
Old Mission Capital
Illinois
$2.06M +$2.06M +42,663 New
PAS
107
Park Avenue Securities
New York
$2.04M +$26.2K +544 +1%
CWP
108
Concord Wealth Partners
Virginia
$2.01M +$482K +10,009 +32%
SWA
109
Sax Wealth Advisors
New Jersey
$1.98M +$218K +4,530 +12%
MGW
110
MB Generational Wealth
Washington
$1.96M +$1.37M +28,395 +231%
VT
111
Vise Technologies
New York
$1.93M +$1.5M +31,059 +345%
Raymond James Financial
112
Raymond James Financial
Florida
$1.93M +$639K +13,257 +50%
SFP
113
SwitchPoint Financial Planning
Utah
$1.89M +$122K +2,532 +7%
SCM
114
SB Capital Management
California
$1.89M +$1.89M +39,281 New
MG
115
Mather Group
Illinois
$1.88M +$61.1K +1,269 +3%
PFA
116
Pure Financial Advisors
California
$1.88M +$16.1K +335 +0.9%
HTWM
117
Hartmann Taylor Wealth Management
Texas
$1.79M
FCM
118
Family Capital Management
Michigan
$1.79M +$156K +3,242 +10%
EWA
119
Elevate Wealth Advisory
Georgia
$1.76M -$3.61K -75 -0.2%
GOCP
120
Great Oak Capital Partners
Massachusetts
$1.75M +$21.8K +453 +1%
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$1.74M +$500K +10,377 +40%
WUW
122
Wheels Up Wealth
California
$1.7M +$1.7M +35,246 New
Goldman Sachs
123
Goldman Sachs
New York
$1.67M -$2.13M -44,255 -56%
MWA
124
Mills Wealth Advisors
Texas
$1.66M -$21.1K -437 -1%
GVAG
125
Great Valley Advisor Group
Delaware
$1.63M +$6.17K +128 +0.4%