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Dimensional National Municipal Bond ETF

236 hedge funds and large institutions have $1.24B invested in Dimensional National Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 104 increasing their positions, 89 reducing their positions, and 21 closing their positions.

Holders
236
Holders Change
Holders Change %
0%
% of All Funds
3.17%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.32%
New
22
Increased
104
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IAG
126
Investmark Advisory Group
Connecticut
$1.05M 22,084
PFM
127
Phillips Financial Management
Indiana
$1.01M 21,347 -15,379 -42%
NWM
128
Northwest Wealth Management
Iowa
$1.01M 21,251 -4,513 -18%
W
129
WPWealth
Texas
$997K 21,030 +1,945 +10%
OWA
130
Oak Wealth Advisors
Illinois
$997K 21,011 +3,772 +22%
RGC
131
Roberts, Glore & Co
Illinois
$977K 20,600
OCM
132
One Capital Management
California
$971K 20,480 +2,545 +14%
SIAG
133
Safeguard Investment Advisory Group
California
$958K 20,202 +1,176 +6%
SC
134
Scratch Capital
Idaho
$939K 19,795 -4,724 -19%
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$937K 19,756 +19,756 New
IWS
136
Integrity Wealth Solutions
Colorado
$919K 19,366 -6,662 -26%
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$913K 19,243 -11,722 -38%
SWA
138
Sterling Wealth Advisors
Florida
$858K 18,086 +564 +3%
NDWM
139
New Dimensions Wealth Management
Texas
$848K 17,877 -283 -2%
CAM
140
CPA Asset Management
Florida
$843K 17,764 -12,775 -42%
XPN
141
XY Planning Network
Montana
$838K 17,674 +7,544 +74%
BBHC
142
Brown Brothers Harriman & Co
New York
$787K 16,600
PWM
143
Parkworth Wealth Management
California
$787K 16,593 +1,335 +9%
DI
144
Disciplined Investments
Oklahoma
$727K 15,333
RCAG
145
Rehmann Capital Advisory Group
Michigan
$696K 14,671 -629 -4%
AA
146
ArborFi Advisors
Michigan
$690K 14,553 +5,525 +61%
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
$690K 14,538 +2,243 +18%
WAP
148
Wealthcare Advisory Partners
Pennsylvania
$687K 14,483 +116 +0.8%
FF
149
Friday Financial
Iowa
$651K 13,728 -431 -3%
Comerica Bank
150
Comerica Bank
Texas
$641K 13,523 +5,812 +75%