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Dimensional National Municipal Bond ETF

272 hedge funds and large institutions have $1.61B invested in Dimensional National Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 145 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$63.9M
2 +$52.7M
3 +$25.4M
4
SC
Savant Capital
Illinois
+$20.2M
5
2L
25 LLC
Missouri
+$6.66M

Top Sellers

1 -$39.6M
2 -$10.4M
3 -$2.13M
4
US Bancorp
US Bancorp
Minnesota
-$1.53M
5
FG
Foster Group
Iowa
-$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
BP
101
BWM Planning
Texas
$2.12M
MWP
102
Meredith Wealth Planning
Illinois
$2.09M
BJB
103
Broadhurst Jeffrey B
$2.08M
WCM
104
Warburton Capital Management
Oklahoma
$2.07M
OMC
105
Old Mission Capital
Illinois
$2.06M
PAS
106
Park Avenue Securities
New York
$2.04M
CWP
107
Concord Wealth Partners
Virginia
$2.01M
SWA
108
Sax Wealth Advisors
New Jersey
$1.98M
MGW
109
MB Generational Wealth
Washington
$1.96M
VT
110
Vise Technologies
New York
$1.93M
Raymond James Financial
111
Raymond James Financial
Florida
$1.93M
SFP
112
SwitchPoint Financial Planning
Utah
$1.89M
SCM
113
SB Capital Management
California
$1.89M
MG
114
Mather Group
Illinois
$1.88M
PFA
115
Pure Financial Advisors
California
$1.88M
HTWM
116
Hartmann Taylor Wealth Management
Texas
$1.79M
FCM
117
Family Capital Management
Michigan
$1.79M
EWA
118
Elevate Wealth Advisory
Georgia
$1.76M
GOCP
119
Great Oak Capital Partners
Massachusetts
$1.75M
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$1.74M
WUW
121
Wheels Up Wealth
California
$1.7M
Goldman Sachs
122
Goldman Sachs
New York
$1.67M
MWA
123
Mills Wealth Advisors
Texas
$1.66M
GVAG
124
Great Valley Advisor Group
Delaware
$1.63M
HWMC
125
Heritage Wealth Management (California)
California
$1.57M