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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
+1
Holders Change %
+0.42%
% of All Funds
3.18%
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
105
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MSFS
151
Main Street Financial Solutions
Pennsylvania
$640K -$315K -6,637 -33%
SWM
152
Sterling Wealth Management
Illinois
$595K +$595K +12,554 New
CBT
153
Crews Bank & Trust
Florida
$579K
MML Investors Services
154
MML Investors Services
Massachusetts
$555K +$4.08K +86 +0.7%
SWM
155
SpringVest Wealth Management
Texas
$539K
ISB
156
Iowa State Bank
Iowa
$535K
Jones Financial Companies
157
Jones Financial Companies
Missouri
$532K +$328K +6,913 +160%
PAM
158
Pacific Asset Management
Washington
$530K +$114K +2,404 +27%
GFA
159
Grunden Financial Advisory
Texas
$521K +$3.84K +81 +0.7%
SIS
160
Strategic Investment Solutions
Illinois
$517K -$844K -17,802 -62%
CFO
161
CVA Family Office
Colorado
$512K
EWA
162
Exencial Wealth Advisors
Oklahoma
$507K +$7.4K +156 +1%
IA
163
IFP Advisors
Florida
$504K +$466K +9,822 +1,214%
BI
164
Binnacle Investments
Iowa
$502K +$103K +2,164 +26%
WWM
165
Western Wealth Management
Colorado
$502K -$32K -675 -6%
JCM
166
Jacobi Capital Management
Pennsylvania
$501K +$3.7K +78 +0.7%
Creative Planning
167
Creative Planning
Kansas
$497K -$24.1K -508 -5%
CA
168
Claris Advisors
Missouri
$488K +$68.1K +1,436 +16%
DAS
169
Dynamic Advisor Solutions
Arizona
$476K -$91.1K -1,920 -16%
KPP
170
Kings Path Partners
Texas
$475K +$261K +5,505 +122%
EIA
171
Eldridge Investment Advisors
New Hampshire
$475K -$99.4K -2,095 -17%
FOA
172
Five Oceans Advisors
California
$456K
SIM
173
Stratos Investment Management
Ohio
$449K +$449K +9,475 New
DF
174
DecisionPoint Financial
Arizona
$443K -$35.8K -754 -7%
KAM
175
KEB Asset Management
Illinois
$435K +$128K +2,703 +42%