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Dimensional National Municipal Bond ETF

274 hedge funds and large institutions have $1.75B invested in Dimensional National Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 158 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
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
GVAG
126
Great Valley Advisor Group
Delaware
$1.65M
WAP
127
Wealthcare Advisory Partners
Pennsylvania
$1.62M
OCM
128
One Capital Management
California
$1.57M
SAM
129
Smartleaf Asset Management
Massachusetts
$1.57M
XPN
130
XY Planning Network
Montana
$1.57M
WUW
131
Wheels Up Wealth
California
$1.57M
WFA
132
Websterrogers Financial Advisors
South Carolina
$1.52M
DFS
133
Demming Financial Services
Ohio
$1.46M
GWL
134
Generations Wealth LLC
Ohio
$1.44M
NA
135
NewEdge Advisors
Louisiana
$1.43M
ODA
136
One Degree Advisors
California
$1.39M
Jones Financial Companies
137
Jones Financial Companies
Missouri
$1.38M
W
138
WPWealth
Texas
$1.36M
SRCM
139
Signature Resources Capital Management
California
$1.35M
SWM
140
Sterling Wealth Management
Illinois
$1.34M
Betterment LLC
141
Betterment LLC
New York
$1.32M
Raymond James Financial
142
Raymond James Financial
Florida
$1.32M
OIA
143
OneDigital Investment Advisors
Kansas
$1.26M
NDWM
144
New Dimensions Wealth Management
Texas
$1.23M
AC
145
Applied Capital
Arkansas
$1.2M
HA
146
Heffernan Advisory
Arizona
$1.19M
CWMA
147
Capstone Wealth Management (Alabama)
Alabama
$1.18M
CWA
148
CogentBlue Wealth Advisors
Tennessee
$1.14M
PAM
149
Pacific Asset Management
Washington
$1.12M
IA
150
IFP Advisors
Florida
$1.12M