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Dimensional National Municipal Bond ETF

242 hedge funds and large institutions have $1.39B invested in Dimensional National Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 135 increasing their positions, 60 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
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
WAP
126
Wealthcare Advisory Partners
Pennsylvania
$1.15M
IA
127
IFP Advisors
Florida
$1.11M
WCM
128
Warburton Capital Management
Oklahoma
$1.09M
BCM
129
Blume Capital Management
California
$1.09M
WWWM
130
White Wing Wealth Management
Texas
$1.08M
IAG
131
Investmark Advisory Group
Connecticut
$1.06M
NDWM
132
New Dimensions Wealth Management
Texas
$1.05M
PFM
133
Phillips Financial Management
Indiana
$1.03M
RGC
134
Roberts, Glore & Co
Illinois
$988K
Royal Bank of Canada
135
Royal Bank of Canada
Ontario, Canada
$955K
MWP
136
Meredith Wealth Planning
Illinois
$931K
SWA
137
Sterling Wealth Advisors
Florida
$891K
FFA
138
Farther Finance Advisors
California
$865K
IWS
139
Integrity Wealth Solutions
Colorado
$865K
PPWM
140
PFG Private Wealth Management
Florida
$865K
XPN
141
XY Planning Network
Montana
$838K
Cambridge Investment Research Advisors
142
Cambridge Investment Research Advisors
Iowa
$833K
CBT
143
Crews Bank & Trust
Florida
$833K
SIAG
144
Safeguard Investment Advisory Group
California
$820K
JWM
145
JP Wealth Management
South Carolina
$809K
BBHC
146
Brown Brothers Harriman & Co
New York
$796K
AA
147
ArborFi Advisors
Michigan
$792K
PWS
148
Physician Wealth Solutions
Nevada
$771K
CAM
149
CPA Asset Management
Florida
$761K
SWM
150
Sterling Wealth Management
Illinois
$750K