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Dimensional National Municipal Bond ETF

271 hedge funds and large institutions have $1.74B invested in Dimensional National Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 156 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$10.3M
2 -$9.39M
3 -$6.62M
4
HighTower Advisors
HighTower Advisors
Illinois
-$5.2M
5
EC
Elequin Capital
New York
-$4.78M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
126
One Capital Management
California
$1.57M
SAM
127
Smartleaf Asset Management
Massachusetts
$1.57M
XPN
128
XY Planning Network
Montana
$1.57M
WUW
129
Wheels Up Wealth
California
$1.57M
WFA
130
Websterrogers Financial Advisors
South Carolina
$1.52M
DFS
131
Demming Financial Services
Ohio
$1.46M
GWL
132
Generations Wealth LLC
Ohio
$1.44M
ODA
133
One Degree Advisors
California
$1.39M
Jones Financial Companies
134
Jones Financial Companies
Missouri
$1.38M
W
135
WPWealth
Texas
$1.36M
SRCM
136
Signature Resources Capital Management
California
$1.35M
SWM
137
Sterling Wealth Management
Illinois
$1.34M
Betterment LLC
138
Betterment LLC
New York
$1.32M
Raymond James Financial
139
Raymond James Financial
Florida
$1.32M
OIA
140
OneDigital Investment Advisors
Kansas
$1.26M
NDWM
141
New Dimensions Wealth Management
Texas
$1.23M
AC
142
Applied Capital
Arkansas
$1.2M
HA
143
Heffernan Advisory
Arizona
$1.19M
CWMA
144
Capstone Wealth Management (Alabama)
Alabama
$1.18M
CWA
145
CogentBlue Wealth Advisors
Tennessee
$1.14M
PAM
146
Pacific Asset Management
Washington
$1.12M
IA
147
IFP Advisors
Florida
$1.12M
TFP
148
Triune Financial Partners
Kansas
$1.11M
Jane Street
149
Jane Street
New York
$1.09M
CA
150
Claris Advisors
Missouri
$1.09M