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Dimensional National Municipal Bond ETF

239 hedge funds and large institutions have $1.38B invested in Dimensional National Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 133 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
126
Warburton Capital Management
Oklahoma
$1.09M
BCM
127
Blume Capital Management
California
$1.09M
WWWM
128
White Wing Wealth Management
Texas
$1.08M
IAG
129
Investmark Advisory Group
Connecticut
$1.06M
NDWM
130
New Dimensions Wealth Management
Texas
$1.05M
PFM
131
Phillips Financial Management
Indiana
$1.03M
RGC
132
Roberts, Glore & Co
Illinois
$988K
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$955K
MWP
134
Meredith Wealth Planning
Illinois
$931K
SWA
135
Sterling Wealth Advisors
Florida
$891K
FFA
136
Farther Finance Advisors
California
$865K
IWS
137
Integrity Wealth Solutions
Colorado
$865K
PPWM
138
PFG Private Wealth Management
Florida
$865K
XPN
139
XY Planning Network
Montana
$838K
Cambridge Investment Research Advisors
140
Cambridge Investment Research Advisors
Iowa
$833K
CBT
141
Crews Bank & Trust
Florida
$833K
SIAG
142
Safeguard Investment Advisory Group
California
$820K
JWM
143
JP Wealth Management
South Carolina
$809K
BBHC
144
Brown Brothers Harriman & Co
New York
$796K
AA
145
ArborFi Advisors
Michigan
$792K
PWS
146
Physician Wealth Solutions
Nevada
$771K
CAM
147
CPA Asset Management
Florida
$761K
SWM
148
Sterling Wealth Management
Illinois
$750K
AWM
149
Aegis Wealth Management
Maryland
$720K
Comerica Bank
150
Comerica Bank
Texas
$709K