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Dimensional National Municipal Bond ETF

274 hedge funds and large institutions have $1.62B invested in Dimensional National Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 146 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 12

165% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 55

24% more funds holding in top 10

Funds holding in top 10: 2531 (+6)

17% more capital invested

Capital invested by funds: $1.39B → $1.62B (+$230M)

12% more funds holding

Funds holding: 245274 (+29)

1.34% more ownership

Funds ownership: 83.18%84.52% (+1.3%)

Holders
274
Holders Change
+29
Holders Change %
+11.84%
% of All Funds
3.33%
Holding in Top 10
31
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+24%
% of All Funds
0.38%
New
46
Increased
146
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWMC
126
Heritage Wealth Management (California)
California
$1.57M +$149K +3,094 +10%
SEI Investments
127
SEI Investments
Pennsylvania
$1.57M +$162K +3,364 +12%
WFA
128
Websterrogers Financial Advisors
South Carolina
$1.53M -$54.7K -1,135 -3%
NWM
129
Northwest Wealth Management
Iowa
$1.53M +$314K +6,508 +26%
Thrivent Financial for Lutherans
130
Thrivent Financial for Lutherans
Minnesota
$1.52M +$1.52M +31,626 New
LWMNY
131
Landmark Wealth Management (New York)
New York
$1.52M -$500K -10,372 -25%
FTUS
132
Flow Traders U.S.
New York
$1.48M +$1.48M +30,749 New
XPN
133
XY Planning Network
Montana
$1.48M +$625K +12,962 +73%
NA
134
NewEdge Advisors
Louisiana
$1.45M +$105K +2,181 +8%
KAS
135
Kestra Advisory Services
Texas
$1.41M +$1.41M +29,235 New
PWM
136
Platform Wealth Management
Utah
$1.38M +$1.38M +28,589 New
OCM
137
One Capital Management
California
$1.36M +$77.3K +1,605 +6%
DFS
138
Demming Financial Services
Ohio
$1.35M +$1.35M +28,115 New
SRCM
139
Signature Resources Capital Management
California
$1.35M +$72.2K +1,499 +6%
SWM
140
Sterling Wealth Management
Illinois
$1.35M +$593K +12,304 +79%
KCWM
141
Kane Co Wealth Management
Iowa
$1.34M +$1.34M +27,790 New
ODA
142
One Degree Advisors
California
$1.31M +$122K +2,535 +10%
WAP
143
Wealthcare Advisory Partners
Pennsylvania
$1.3M +$139K +2,894 +12%
FFA
144
Farther Finance Advisors
California
$1.29M +$426K +8,833 +49%
Jones Financial Companies
145
Jones Financial Companies
Missouri
$1.29M +$805K +16,704 +167%
Betterment LLC
146
Betterment LLC
New York
$1.28M -$78.5K -1,630 -6%
OIA
147
OneDigital Investment Advisors
Kansas
$1.28M +$11.7K +242 +0.9%
W
148
WPWealth
Texas
$1.26M +$91.1K +1,891 +8%
NDWM
149
New Dimensions Wealth Management
Texas
$1.21M +$153K +3,181 +14%
HA
150
Heffernan Advisory
Arizona
$1.2M +$1.2M +24,897 New