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Dimensional National Municipal Bond ETF

265 hedge funds and large institutions have $1.6B invested in Dimensional National Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 144 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
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
+$19.7M
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
NWM
126
Northwest Wealth Management
Iowa
$1.53M
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$1.52M
LWMNY
128
Landmark Wealth Management (New York)
New York
$1.52M
FTUS
129
Flow Traders U.S.
New York
$1.48M
XPN
130
XY Planning Network
Montana
$1.48M
NA
131
NewEdge Advisors
Louisiana
$1.45M
KAS
132
Kestra Advisory Services
Texas
$1.41M
PWM
133
Platform Wealth Management
Utah
$1.38M
OCM
134
One Capital Management
California
$1.36M
SRCM
135
Signature Resources Capital Management
California
$1.35M
SWM
136
Sterling Wealth Management
Illinois
$1.35M
KCWM
137
Kane Co Wealth Management
Iowa
$1.34M
ODA
138
One Degree Advisors
California
$1.31M
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$1.3M
FFA
140
Farther Finance Advisors
California
$1.29M
Jones Financial Companies
141
Jones Financial Companies
Missouri
$1.29M
Betterment LLC
142
Betterment LLC
New York
$1.28M
OIA
143
OneDigital Investment Advisors
Kansas
$1.28M
W
144
WPWealth
Texas
$1.26M
NDWM
145
New Dimensions Wealth Management
Texas
$1.21M
HA
146
Heffernan Advisory
Arizona
$1.2M
CWA
147
CogentBlue Wealth Advisors
Tennessee
$1.15M
IA
148
IFP Advisors
Florida
$1.12M
BCM
149
Blume Capital Management
California
$1.09M
CWMA
150
Capstone Wealth Management (Alabama)
Alabama
$1.07M