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Dimensional National Municipal Bond ETF

272 hedge funds and large institutions have $1.61B invested in Dimensional National Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 145 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$63.9M
2 +$52.7M
3 +$25.4M
4
SC
Savant Capital
Illinois
+$20.2M
5
2L
25 LLC
Missouri
+$6.66M

Top Sellers

1 -$39.6M
2 -$10.4M
3 -$2.13M
4
US Bancorp
US Bancorp
Minnesota
-$1.53M
5
FG
Foster Group
Iowa
-$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
151
IFP Advisors
Florida
$1.12M
BCM
152
Blume Capital Management
California
$1.09M
CWMA
153
Capstone Wealth Management (Alabama)
Alabama
$1.07M
IAG
154
Investmark Advisory Group
Connecticut
$1.07M
PFM
155
Phillips Financial Management
Indiana
$991K
KAM
156
KEB Asset Management
Illinois
$912K
Cambridge Investment Research Advisors
157
Cambridge Investment Research Advisors
Iowa
$904K
SWA
158
Sterling Wealth Advisors
Florida
$889K
CA
159
Claris Advisors
Missouri
$888K
CPW
160
Cogent Private Wealth
Florida
$887K
PAM
161
Pacific Asset Management
Washington
$885K
TFP
162
Triune Financial Partners
Kansas
$876K
SIAG
163
Safeguard Investment Advisory Group
California
$864K
AA
164
ArborFi Advisors
Michigan
$859K
RGC
165
Roberts, Glore & Co
Illinois
$854K
FPI
166
Financial Plan Inc
Washington
$843K
SAM
167
Smartleaf Asset Management
Massachusetts
$814K
JWM
168
JP Wealth Management
South Carolina
$813K
Jane Street
169
Jane Street
New York
$792K
AWMM
170
Aegis Wealth Management (Maryland)
Maryland
$780K
CBT
171
Crews Bank & Trust
Florida
$757K
PWS
172
Physician Wealth Solutions
Nevada
$740K
PWA
173
Physician Wealth Advisors
Utah
$734K
GWL
174
Generations Wealth LLC
Ohio
$734K
FF
175
Friday Financial
Iowa
$731K