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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
+1
Holders Change %
+0.42%
% of All Funds
3.18%
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
105
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IAG
126
Investmark Advisory Group
Connecticut
$1.05M
PFM
127
Phillips Financial Management
Indiana
$1.01M -$729K -15,379 -42%
NWM
128
Northwest Wealth Management
Iowa
$1.01M -$214K -4,513 -18%
W
129
WPWealth
Texas
$997K +$92.3K +1,945 +10%
OWA
130
Oak Wealth Advisors
Illinois
$997K +$179K +3,772 +22%
RGC
131
Roberts, Glore & Co
Illinois
$977K
OCM
132
One Capital Management
California
$971K +$121K +2,545 +14%
SIAG
133
Safeguard Investment Advisory Group
California
$958K +$55.8K +1,176 +6%
SC
134
Scratch Capital
Idaho
$939K -$224K -4,724 -19%
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$937K +$937K +19,756 New
IWS
136
Integrity Wealth Solutions
Colorado
$919K -$316K -6,662 -26%
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$913K -$556K -11,722 -38%
SWA
138
Sterling Wealth Advisors
Florida
$858K +$26.8K +564 +3%
NDWM
139
New Dimensions Wealth Management
Texas
$848K -$13.4K -283 -2%
CAM
140
CPA Asset Management
Florida
$843K -$606K -12,775 -42%
XPN
141
XY Planning Network
Montana
$838K +$358K +7,544 +74%
BBHC
142
Brown Brothers Harriman & Co
New York
$787K
PWM
143
Parkworth Wealth Management
California
$787K +$63.3K +1,335 +9%
DI
144
Disciplined Investments
Oklahoma
$727K
RCAG
145
Rehmann Capital Advisory Group
Michigan
$696K -$29.8K -629 -4%
AA
146
ArborFi Advisors
Michigan
$690K +$262K +5,525 +61%
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
$690K +$106K +2,243 +18%
WAP
148
Wealthcare Advisory Partners
Pennsylvania
$687K +$5.5K +116 +0.8%
FF
149
Friday Financial
Iowa
$651K -$20.4K -431 -3%
Comerica Bank
150
Comerica Bank
Texas
$641K +$276K +5,812 +75%