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Dimensional National Municipal Bond ETF

275 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, 159 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 56

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

8% more capital invested

Capital invested by funds: $1.62B → $1.75B (+$133M)

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

0.68% more ownership

Funds ownership: 84.52%85.2% (+0.68%)

0% more funds holding

Funds holding: 274275 (+1)

Holders
275
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
3.39%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.39%
New
24
Increased
159
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
126
Great Valley Advisor Group
Delaware
$1.65M +$23.5K +485 +1%
WAP
127
Wealthcare Advisory Partners
Pennsylvania
$1.62M +$330K +6,808 +25%
OCM
128
One Capital Management
California
$1.57M +$218K +4,490 +16%
SAM
129
Smartleaf Asset Management
Massachusetts
$1.57M +$773K +15,956 +94%
XPN
130
XY Planning Network
Montana
$1.57M +$100K +2,070 +7%
WUW
131
Wheels Up Wealth
California
$1.57M -$120K -2,474 -7%
WFA
132
Websterrogers Financial Advisors
South Carolina
$1.52M
DFS
133
Demming Financial Services
Ohio
$1.46M +$114K +2,358 +8%
GWL
134
Generations Wealth LLC
Ohio
$1.44M +$720K +14,867 +98%
NA
135
NewEdge Advisors
Louisiana
$1.43M -$3.63K -75 -0.2%
ODA
136
One Degree Advisors
California
$1.39M +$86.3K +1,780 +7%
Jones Financial Companies
137
Jones Financial Companies
Missouri
$1.38M +$110K +2,273 +9%
W
138
WPWealth
Texas
$1.36M +$107K +2,217 +8%
SRCM
139
Signature Resources Capital Management
California
$1.35M +$11.3K +233 +0.8%
SWM
140
Sterling Wealth Management
Illinois
$1.34M +$291 +6 +0%
Betterment LLC
141
Betterment LLC
New York
$1.32M +$51.3K +1,058 +4%
Raymond James Financial
142
Raymond James Financial
Florida
$1.32M -$607K -12,528 -31%
OIA
143
OneDigital Investment Advisors
Kansas
$1.26M -$13.7K -282 -1%
NDWM
144
New Dimensions Wealth Management
Texas
$1.23M +$28.3K +584 +2%
AC
145
Applied Capital
Arkansas
$1.2M +$1.21M +25,021 New
HA
146
Heffernan Advisory
Arizona
$1.19M
CWMA
147
Capstone Wealth Management (Alabama)
Alabama
$1.18M +$111K +2,299 +10%
CWA
148
CogentBlue Wealth Advisors
Tennessee
$1.14M -$10.5K -216 -0.9%
PAM
149
Pacific Asset Management
Washington
$1.12M +$239K +4,935 +27%
IA
150
IFP Advisors
Florida
$1.12M +$1.84K +38 +0.2%