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Dimensional National Municipal Bond ETF

239 hedge funds and large institutions have $1.28B invested in Dimensional National Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 106 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
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
Comerica Bank
151
Comerica Bank
Texas
$641K
MSFS
152
Main Street Financial Solutions
Pennsylvania
$640K
SWM
153
Sterling Wealth Management
Illinois
$595K
CBT
154
Crews Bank & Trust
Florida
$579K
MML Investors Services
155
MML Investors Services
Massachusetts
$555K
SWM
156
SpringVest Wealth Management
Texas
$539K
ISB
157
Iowa State Bank
Iowa
$535K
Jones Financial Companies
158
Jones Financial Companies
Missouri
$532K
PAM
159
Pacific Asset Management
Washington
$530K
GFA
160
Grunden Financial Advisory
Texas
$521K
T
161
Tableaux
Massachusetts
$519K
SIS
162
Strategic Investment Solutions
Illinois
$517K
CFO
163
CVA Family Office
Colorado
$512K
EWA
164
Exencial Wealth Advisors
Oklahoma
$507K
IA
165
IFP Advisors
Florida
$504K
BI
166
Binnacle Investments
Iowa
$502K
WWM
167
Western Wealth Management
Colorado
$502K
JCM
168
Jacobi Capital Management
Pennsylvania
$501K
Creative Planning
169
Creative Planning
Kansas
$497K
CA
170
Claris Advisors
Missouri
$488K
DAS
171
Dynamic Advisor Solutions
Arizona
$476K
KPP
172
Kings Path Partners
Texas
$475K
EIA
173
Eldridge Investment Advisors
New Hampshire
$475K
FOA
174
Five Oceans Advisors
California
$456K
SIM
175
Stratos Investment Management
Ohio
$449K