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Dimensional National Municipal Bond ETF

275 hedge funds and large institutions have $1.63B invested in Dimensional National Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 147 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

167% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 55

23% more funds holding in top 10

Funds holding in top 10: 2632 (+6)

16% more capital invested

Capital invested by funds: $1.4B → $1.63B (+$230M)

12% more funds holding

Funds holding: 246275 (+29)

1.29% more ownership

Funds ownership: 83.63%84.92% (+1.3%)

Holders
275
Holders Change
+29
Holders Change %
+11.79%
% of All Funds
3.34%
Holding in Top 10
32
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+23.08%
% of All Funds
0.39%
New
46
Increased
147
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
126
Great Valley Advisor Group
Delaware
$1.63M +$6.17K +128 +0.4%
HWMC
127
Heritage Wealth Management (California)
California
$1.57M +$149K +3,094 +10%
SEI Investments
128
SEI Investments
Pennsylvania
$1.57M +$162K +3,364 +12%
WFA
129
Websterrogers Financial Advisors
South Carolina
$1.53M -$54.7K -1,135 -3%
NWM
130
Northwest Wealth Management
Iowa
$1.53M +$314K +6,508 +26%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$1.52M +$1.52M +31,626 New
LWMNY
132
Landmark Wealth Management (New York)
New York
$1.52M -$500K -10,372 -25%
FTUS
133
Flow Traders U.S.
New York
$1.48M +$1.48M +30,749 New
XPN
134
XY Planning Network
Montana
$1.48M +$625K +12,962 +73%
NA
135
NewEdge Advisors
Louisiana
$1.45M +$105K +2,181 +8%
KAS
136
Kestra Advisory Services
Texas
$1.41M +$1.41M +29,235 New
PWM
137
Platform Wealth Management
Utah
$1.38M +$1.38M +28,589 New
OCM
138
One Capital Management
California
$1.36M +$77.3K +1,605 +6%
DFS
139
Demming Financial Services
Ohio
$1.35M +$1.35M +28,115 New
SRCM
140
Signature Resources Capital Management
California
$1.35M +$72.2K +1,499 +6%
SWM
141
Sterling Wealth Management
Illinois
$1.35M +$593K +12,304 +79%
KCWM
142
Kane Co Wealth Management
Iowa
$1.34M +$1.34M +27,790 New
ODA
143
One Degree Advisors
California
$1.31M +$122K +2,535 +10%
WAP
144
Wealthcare Advisory Partners
Pennsylvania
$1.3M +$139K +2,894 +12%
FFA
145
Farther Finance Advisors
California
$1.29M +$426K +8,833 +49%
Jones Financial Companies
146
Jones Financial Companies
Missouri
$1.29M +$805K +16,704 +167%
Betterment LLC
147
Betterment LLC
New York
$1.28M -$78.5K -1,630 -6%
OIA
148
OneDigital Investment Advisors
Kansas
$1.28M +$11.7K +242 +0.9%
W
149
WPWealth
Texas
$1.26M +$91.1K +1,891 +8%
NDWM
150
New Dimensions Wealth Management
Texas
$1.21M +$153K +3,181 +14%