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Dimensional National Municipal Bond ETF

246 hedge funds and large institutions have $1.4B invested in Dimensional National Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 136 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 62

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $1.29B → $1.4B (+$107M)

4% more funds holding in top 10

Funds holding in top 10: 2526 (+1)

2% more funds holding

Funds holding: 241246 (+5)

1.2% more ownership

Funds ownership: 82.42%83.63% (+1.2%)

Holders
246
Holders Change
+5
Holders Change %
+2.07%
% of All Funds
3.23%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.34%
New
22
Increased
136
Reduced
62
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
Sterling Wealth Management
Illinois
$750K +$147K +3,083 +25%
AWMM
152
Aegis Wealth Management (Maryland)
Maryland
$720K +$713K +15,000 New
Comerica Bank
153
Comerica Bank
Texas
$709K +$59.3K +1,246 +9%
DI
154
Disciplined Investments
Oklahoma
$707K -$28.9K -608 -4%
FF
155
Friday Financial
Iowa
$705K +$46.3K +973 +7%
RCAG
156
Rehmann Capital Advisory Group
Michigan
$704K
PWA
157
Physician Wealth Advisors
Utah
$703K +$295K +6,198 +73%
MML Investors Services
158
MML Investors Services
Massachusetts
$693K +$131K +2,753 +24%
BPA
159
Beacon Pointe Advisors
California
$652K +$646K +13,592 New
CWMA
160
Capstone Wealth Management (Alabama)
Alabama
$625K +$619K +13,021 New
KPP
161
Kings Path Partners
Texas
$619K +$137K +2,891 +29%
GFA
162
Grunden Financial Advisory
Texas
$598K +$70K +1,472 +13%
MGW
163
MB Generational Wealth
Washington
$589K +$584K +12,271 New
Jane Street
164
Jane Street
New York
$582K +$577K +12,126 New
SWM
165
SpringVest Wealth Management
Texas
$546K
ISB
166
Iowa State Bank
Iowa
$541K
KAM
167
KEB Asset Management
Illinois
$537K +$96.2K +2,023 +22%
PAM
168
Pacific Asset Management
Washington
$533K -$2.62K -55 -0.5%
BI
169
Binnacle Investments
Iowa
$530K +$21.8K +459 +4%
CFO
170
CVA Family Office
Colorado
$517K
BP
171
BWM Planning
Texas
$515K +$269K +5,665 +112%
Cetera Investment Advisers
172
Cetera Investment Advisers
Illinois
$514K +$126K +2,645 +33%
EWA
173
Exencial Wealth Advisors
Oklahoma
$513K +$143 +3 +0%
JCM
174
Jacobi Capital Management
Pennsylvania
$510K +$3.71K +78 +0.7%
BEW
175
Burton Enright Welch
California
$510K -$8.23K -173 -2%