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Dimensional National Municipal Bond ETF

236 hedge funds and large institutions have $1.24B invested in Dimensional National Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 104 increasing their positions, 89 reducing their positions, and 21 closing their positions.

Holders
236
Holders Change
Holders Change %
0%
% of All Funds
3.17%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.32%
New
22
Increased
104
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MSFS
151
Main Street Financial Solutions
Pennsylvania
$640K 13,501 -6,637 -33%
SWM
152
Sterling Wealth Management
Illinois
$595K 12,554 +12,554 New
CBT
153
Crews Bank & Trust
Florida
$579K 12,210
MML Investors Services
154
MML Investors Services
Massachusetts
$555K 11,698 +86 +0.7%
SWM
155
SpringVest Wealth Management
Texas
$539K 11,374
ISB
156
Iowa State Bank
Iowa
$535K 11,271
Jones Financial Companies
157
Jones Financial Companies
Missouri
$532K 11,233 +6,913 +160%
PAM
158
Pacific Asset Management
Washington
$530K 11,168 +2,404 +27%
GFA
159
Grunden Financial Advisory
Texas
$521K 10,993 +81 +0.7%
SIS
160
Strategic Investment Solutions
Illinois
$517K 10,909 -17,802 -62%
CFO
161
CVA Family Office
Colorado
$512K 10,785
EWA
162
Exencial Wealth Advisors
Oklahoma
$507K 10,682 +156 +1%
IA
163
IFP Advisors
Florida
$504K 10,631 +9,822 +1,214%
BI
164
Binnacle Investments
Iowa
$502K 10,594 +2,164 +26%
WWM
165
Western Wealth Management
Colorado
$502K 10,590 -675 -6%
JCM
166
Jacobi Capital Management
Pennsylvania
$501K 10,556 +78 +0.7%
Creative Planning
167
Creative Planning
Kansas
$497K 10,478 -508 -5%
CA
168
Claris Advisors
Missouri
$488K 10,288 +1,436 +16%
DAS
169
Dynamic Advisor Solutions
Arizona
$476K 10,033 -1,920 -16%
KPP
170
Kings Path Partners
Texas
$475K 10,007 +5,505 +122%
EIA
171
Eldridge Investment Advisors
New Hampshire
$475K 10,007 -2,095 -17%
FOA
172
Five Oceans Advisors
California
$456K 9,620
SIM
173
Stratos Investment Management
Ohio
$449K 9,475 +9,475 New
DF
174
DecisionPoint Financial
Arizona
$443K 9,344 -754 -7%
KAM
175
KEB Asset Management
Illinois
$435K 9,168 +2,703 +42%