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Dimensional National Municipal Bond ETF

265 hedge funds and large institutions have $1.6B invested in Dimensional National Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 144 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
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 Buyers

1 +$63.9M
2 +$52.7M
3 +$25.4M
4
SC
Savant Capital
Illinois
+$19.7M
5
2L
25 LLC
Missouri
+$6.66M

Top Sellers

1 -$39.6M
2 -$10.4M
3 -$2.13M
4
US Bancorp
US Bancorp
Minnesota
-$1.53M
5
FG
Foster Group
Iowa
-$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
IAG
151
Investmark Advisory Group
Connecticut
$1.07M
PFM
152
Phillips Financial Management
Indiana
$991K
KAM
153
KEB Asset Management
Illinois
$912K
Cambridge Investment Research Advisors
154
Cambridge Investment Research Advisors
Iowa
$904K
SWA
155
Sterling Wealth Advisors
Florida
$889K
CA
156
Claris Advisors
Missouri
$888K
CPW
157
Cogent Private Wealth
Florida
$887K
PAM
158
Pacific Asset Management
Washington
$885K
TFP
159
Triune Financial Partners
Kansas
$876K
SIAG
160
Safeguard Investment Advisory Group
California
$864K
AA
161
ArborFi Advisors
Michigan
$859K
RGC
162
Roberts, Glore & Co
Illinois
$854K
FPI
163
Financial Plan Inc
Washington
$843K
SAM
164
Smartleaf Asset Management
Massachusetts
$814K
JWM
165
JP Wealth Management
South Carolina
$813K
Jane Street
166
Jane Street
New York
$792K
AWMM
167
Aegis Wealth Management (Maryland)
Maryland
$780K
CBT
168
Crews Bank & Trust
Florida
$757K
PWS
169
Physician Wealth Solutions
Nevada
$740K
PWA
170
Physician Wealth Advisors
Utah
$734K
GWL
171
Generations Wealth LLC
Ohio
$734K
FF
172
Friday Financial
Iowa
$731K
Comerica Bank
173
Comerica Bank
Texas
$719K
DI
174
Disciplined Investments
Oklahoma
$685K
IWS
175
Integrity Wealth Solutions
Colorado
$676K