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Dimensional National Municipal Bond ETF

239 hedge funds and large institutions have $1.28B invested in Dimensional National Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 106 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
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
$1.05M
IAG
127
Investmark Advisory Group
Connecticut
$1.05M
PFM
128
Phillips Financial Management
Indiana
$1.01M
NWM
129
Northwest Wealth Management
Iowa
$1.01M
W
130
WPWealth
Texas
$997K
OWA
131
Oak Wealth Advisors
Illinois
$997K
RGC
132
Roberts, Glore & Co
Illinois
$977K
OCM
133
One Capital Management
California
$971K
SIAG
134
Safeguard Investment Advisory Group
California
$958K
SC
135
Scratch Capital
Idaho
$939K
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$937K
IWS
137
Integrity Wealth Solutions
Colorado
$919K
Royal Bank of Canada
138
Royal Bank of Canada
Ontario, Canada
$913K
SWA
139
Sterling Wealth Advisors
Florida
$858K
NDWM
140
New Dimensions Wealth Management
Texas
$848K
CAM
141
CPA Asset Management
Florida
$843K
XPN
142
XY Planning Network
Montana
$838K
BBHC
143
Brown Brothers Harriman & Co
New York
$787K
PWM
144
Parkworth Wealth Management
California
$787K
DI
145
Disciplined Investments
Oklahoma
$727K
RCAG
146
Rehmann Capital Advisory Group
Michigan
$696K
AA
147
ArborFi Advisors
Michigan
$690K
Cambridge Investment Research Advisors
148
Cambridge Investment Research Advisors
Iowa
$690K
WAP
149
Wealthcare Advisory Partners
Pennsylvania
$687K
FF
150
Friday Financial
Iowa
$651K