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Dimensional National Municipal Bond ETF

239 hedge funds and large institutions have $1.38B invested in Dimensional National Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 133 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DI
151
Disciplined Investments
Oklahoma
$707K
FF
152
Friday Financial
Iowa
$705K
RCAG
153
Rehmann Capital Advisory Group
Michigan
$704K
PWA
154
Physician Wealth Advisors
Utah
$703K
MML Investors Services
155
MML Investors Services
Massachusetts
$693K
BPA
156
Beacon Pointe Advisors
California
$652K
CWMA
157
Capstone Wealth Management (Alabama)
Alabama
$625K
GFA
158
Grunden Financial Advisory
Texas
$598K
MGW
159
MB Generational Wealth
Washington
$589K
Jane Street
160
Jane Street
New York
$582K
SWM
161
SpringVest Wealth Management
Texas
$546K
ISB
162
Iowa State Bank
Iowa
$541K
KAM
163
KEB Asset Management
Illinois
$537K
PAM
164
Pacific Asset Management
Washington
$533K
BI
165
Binnacle Investments
Iowa
$530K
CFO
166
CVA Family Office
Colorado
$517K
BP
167
BWM Planning
Texas
$515K
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
$514K
EWA
169
Exencial Wealth Advisors
Oklahoma
$513K
JCM
170
Jacobi Capital Management
Pennsylvania
$510K
MWM
171
Meridian Wealth Management
Kentucky
$505K
Creative Planning
172
Creative Planning
Kansas
$504K
CA
173
Claris Advisors
Missouri
$488K
MFWP
174
Mosaic Family Wealth Partners
Missouri
$486K
LPP
175
Life Planning Partners
Florida
$486K