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Dimensional National Municipal Bond ETF

275 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, 159 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 56

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

8% more capital invested

Capital invested by funds: $1.62B → $1.75B (+$133M)

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

0.68% more ownership

Funds ownership: 84.52%85.2% (+0.68%)

0% more funds holding

Funds holding: 274275 (+1)

Holders
275
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
3.39%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.39%
New
24
Increased
159
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFP
151
Triune Financial Partners
Kansas
$1.11M +$251K +5,176 +29%
Jane Street
152
Jane Street
New York
$1.09M +$307K +6,343 +39%
CA
153
Claris Advisors
Missouri
$1.09M +$207K +4,274 +23%
BCM
154
Blume Capital Management
California
$1.09M
IAG
155
Investmark Advisory Group
Connecticut
$1.07M
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$1.02M +$1.03M +21,351 New
BPA
157
Beacon Pointe Advisors
California
$1M +$339K +6,989 +50%
AA
158
ArborFi Advisors
Michigan
$995K +$141K +2,916 +16%
PFM
159
Phillips Financial Management
Indiana
$986K
CPW
160
Cogent Private Wealth
Florida
$957K +$75.7K +1,562 +8%
KAM
161
KEB Asset Management
Illinois
$952K +$44.6K +920 +5%
SWA
162
Sterling Wealth Advisors
Florida
$925K +$31.1K +641 +3%
Cambridge Investment Research Advisors
163
Cambridge Investment Research Advisors
Iowa
$896K -$3.54K -73 -0.4%
PWP
164
Ponta Wealth Partners
Florida
$883K +$514K +10,603 +135%
SIAG
165
Safeguard Investment Advisory Group
California
$883K +$23.9K +494 +3%
AWMM
166
Aegis Wealth Management (Maryland)
Maryland
$858K +$82.4K +1,700 +10%
RGC
167
Roberts, Glore & Co
Illinois
$850K
JWM
168
JP Wealth Management
South Carolina
$809K
KPP
169
Kings Path Partners
Texas
$769K
PIFP
170
Partners in Financial Planning
Virginia
$765K +$773K +15,960 New
FPI
171
Financial Plan Inc
Washington
$755K -$84.3K -1,739 -10%
CBT
172
Crews Bank & Trust
Florida
$752K -$1.65K -34 -0.2%
CSW
173
Cogent Strategic Wealth
Illinois
$751K +$207K +4,274 +37%
P
174
&Partners
Tennessee
$738K +$746K +15,402 New
PWA
175
Physician Wealth Advisors
Utah
$733K +$2.57K +53 +0.3%