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Dimensional National Municipal Bond ETF

274 hedge funds and large institutions have $1.75B invested in Dimensional National Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 158 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
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 Sellers

1 -$10.3M
2 -$9.39M
3 -$6.62M
4
HighTower Advisors
HighTower Advisors
Illinois
-$5.2M
5
EC
Elequin Capital
New York
-$4.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
101
Financial Engines Advisors
California
$2.32M
KAS
102
Kestra Advisory Services
Texas
$2.29M
PAS
103
Park Avenue Securities
New York
$2.18M
BJB
104
Broadhurst Jeffrey B
$2.14M
CWP
105
Concord Wealth Partners
Virginia
$2.12M
SC
106
Shearwater Capital
Colorado
$2.11M
WCM
107
Warburton Capital Management
Oklahoma
$2.09M
JTWM
108
Jackson Thornton Wealth Management
Alabama
$2.05M
CSP
109
Cary Street Partners
Virginia
$2M
SWA
110
Sax Wealth Advisors
New Jersey
$1.98M
SFP
111
SwitchPoint Financial Planning
Utah
$1.96M
MG
112
Mather Group
Illinois
$1.96M
VT
113
Vise Technologies
New York
$1.93M
PFA
114
Pure Financial Advisors
California
$1.9M
FCM
115
Family Capital Management
Michigan
$1.85M
HWMC
116
Heritage Wealth Management (California)
California
$1.82M
FFA
117
Farther Finance Advisors
California
$1.81M
KCWM
118
Kane Co Wealth Management
Iowa
$1.79M
HTWM
119
Hartmann Taylor Wealth Management
Texas
$1.79M
NWM
120
Northwest Wealth Management
Iowa
$1.78M
LWMNY
121
Landmark Wealth Management (New York)
New York
$1.77M
GOCP
122
Great Oak Capital Partners
Massachusetts
$1.76M
EWA
123
Elevate Wealth Advisory
Georgia
$1.76M
SEI Investments
124
SEI Investments
Pennsylvania
$1.72M
EAM
125
Evanson Asset Management
California
$1.67M