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Dimensional National Municipal Bond ETF

246 hedge funds and large institutions have $1.4B invested in Dimensional National Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 136 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 62

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $1.29B → $1.4B (+$107M)

4% more funds holding in top 10

Funds holding in top 10: 2526 (+1)

2% more funds holding

Funds holding: 241246 (+5)

1.2% more ownership

Funds ownership: 82.42%83.63% (+1.2%)

Holders
246
Holders Change
+5
Holders Change %
+2.07%
% of All Funds
3.23%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.34%
New
22
Increased
136
Reduced
62
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
126
WPWealth
Texas
$1.17M +$156K +3,290 +16%
WAP
127
Wealthcare Advisory Partners
Pennsylvania
$1.15M +$454K +9,552 +66%
IA
128
IFP Advisors
Florida
$1.11M +$599K +12,592 +118%
WCM
129
Warburton Capital Management
Oklahoma
$1.09M +$25.5K +537 +2%
BCM
130
Blume Capital Management
California
$1.09M
WWWM
131
White Wing Wealth Management
Texas
$1.08M -$6.75K -142 -0.6%
IAG
132
Investmark Advisory Group
Connecticut
$1.06M
NDWM
133
New Dimensions Wealth Management
Texas
$1.05M +$194K +4,089 +23%
PFM
134
Phillips Financial Management
Indiana
$1.03M +$2.9K +61 +0.3%
RGC
135
Roberts, Glore & Co
Illinois
$988K
Royal Bank of Canada
136
Royal Bank of Canada
Ontario, Canada
$955K +$31.4K +660 +3%
MWP
137
Meredith Wealth Planning
Illinois
$931K +$553K +11,625 +150%
SWA
138
Sterling Wealth Advisors
Florida
$891K +$17.8K +375 +2%
FFA
139
Farther Finance Advisors
California
$865K +$759K +15,968 +774%
IWS
140
Integrity Wealth Solutions
Colorado
$865K -$63.9K -1,344 -7%
PPWM
141
PFG Private Wealth Management
Florida
$865K +$857K +18,022 New
XPN
142
XY Planning Network
Montana
$838K
Cambridge Investment Research Advisors
143
Cambridge Investment Research Advisors
Iowa
$833K +$135K +2,831 +19%
CBT
144
Crews Bank & Trust
Florida
$833K +$245K +5,142 +42%
SIAG
145
Safeguard Investment Advisory Group
California
$820K -$148K -3,102 -15%
JWM
146
JP Wealth Management
South Carolina
$809K +$802K +16,870 New
BBHC
147
Brown Brothers Harriman & Co
New York
$796K
AA
148
ArborFi Advisors
Michigan
$792K +$93.2K +1,959 +13%
PWS
149
Physician Wealth Solutions
Nevada
$771K -$355K -7,471 -32%
CAM
150
CPA Asset Management
Florida
$761K -$90.1K -1,895 -11%