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Dimensional National Municipal Bond ETF

237 hedge funds and large institutions have $1.27B invested in Dimensional National Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 105 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
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
IAG
126
Investmark Advisory Group
Connecticut
$1.05M
PFM
127
Phillips Financial Management
Indiana
$1.01M
NWM
128
Northwest Wealth Management
Iowa
$1.01M
W
129
WPWealth
Texas
$997K
OWA
130
Oak Wealth Advisors
Illinois
$997K
RGC
131
Roberts, Glore & Co
Illinois
$977K
OCM
132
One Capital Management
California
$971K
SIAG
133
Safeguard Investment Advisory Group
California
$958K
SC
134
Scratch Capital
Idaho
$939K
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$937K
IWS
136
Integrity Wealth Solutions
Colorado
$919K
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$913K
SWA
138
Sterling Wealth Advisors
Florida
$858K
NDWM
139
New Dimensions Wealth Management
Texas
$848K
CAM
140
CPA Asset Management
Florida
$843K
XPN
141
XY Planning Network
Montana
$838K
BBHC
142
Brown Brothers Harriman & Co
New York
$787K
PWM
143
Parkworth Wealth Management
California
$787K
DI
144
Disciplined Investments
Oklahoma
$727K
RCAG
145
Rehmann Capital Advisory Group
Michigan
$696K
AA
146
ArborFi Advisors
Michigan
$690K
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
$690K
WAP
148
Wealthcare Advisory Partners
Pennsylvania
$687K
FF
149
Friday Financial
Iowa
$651K
Comerica Bank
150
Comerica Bank
Texas
$641K