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Dimensional National Municipal Bond ETF

237 hedge funds and large institutions have $1.27B invested in Dimensional National Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 105 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
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
MSFS
151
Main Street Financial Solutions
Pennsylvania
$640K
SWM
152
Sterling Wealth Management
Illinois
$595K
CBT
153
Crews Bank & Trust
Florida
$579K
MML Investors Services
154
MML Investors Services
Massachusetts
$555K
SWM
155
SpringVest Wealth Management
Texas
$539K
ISB
156
Iowa State Bank
Iowa
$535K
Jones Financial Companies
157
Jones Financial Companies
Missouri
$532K
PAM
158
Pacific Asset Management
Washington
$530K
GFA
159
Grunden Financial Advisory
Texas
$521K
SIS
160
Strategic Investment Solutions
Illinois
$517K
CFO
161
CVA Family Office
Colorado
$512K
EWA
162
Exencial Wealth Advisors
Oklahoma
$507K
IA
163
IFP Advisors
Florida
$504K
BI
164
Binnacle Investments
Iowa
$502K
WWM
165
Western Wealth Management
Colorado
$502K
JCM
166
Jacobi Capital Management
Pennsylvania
$501K
Creative Planning
167
Creative Planning
Kansas
$497K
CA
168
Claris Advisors
Missouri
$488K
DAS
169
Dynamic Advisor Solutions
Arizona
$476K
KPP
170
Kings Path Partners
Texas
$475K
EIA
171
Eldridge Investment Advisors
New Hampshire
$475K
FOA
172
Five Oceans Advisors
California
$456K
SIM
173
Stratos Investment Management
Ohio
$449K
DF
174
DecisionPoint Financial
Arizona
$443K
KAM
175
KEB Asset Management
Illinois
$435K