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Dimensional National Municipal Bond ETF

242 hedge funds and large institutions have $1.39B invested in Dimensional National Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 135 increasing their positions, 60 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
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
AWM
151
Aegis Wealth Management
Maryland
$720K
Comerica Bank
152
Comerica Bank
Texas
$709K
DI
153
Disciplined Investments
Oklahoma
$707K
FF
154
Friday Financial
Iowa
$705K
RCAG
155
Rehmann Capital Advisory Group
Michigan
$704K
PWA
156
Physician Wealth Advisors
Utah
$703K
MML Investors Services
157
MML Investors Services
Massachusetts
$693K
BPA
158
Beacon Pointe Advisors
California
$652K
CWMA
159
Capstone Wealth Management (Alabama)
Alabama
$625K
GFA
160
Grunden Financial Advisory
Texas
$598K
MGW
161
MB Generational Wealth
Washington
$589K
Jane Street
162
Jane Street
New York
$582K
SWM
163
SpringVest Wealth Management
Texas
$546K
ISB
164
Iowa State Bank
Iowa
$541K
KAM
165
KEB Asset Management
Illinois
$537K
PAM
166
Pacific Asset Management
Washington
$533K
BI
167
Binnacle Investments
Iowa
$530K
CFO
168
CVA Family Office
Colorado
$517K
BP
169
BWM Planning
Texas
$515K
Cetera Investment Advisers
170
Cetera Investment Advisers
Illinois
$514K
EWA
171
Exencial Wealth Advisors
Oklahoma
$513K
JCM
172
Jacobi Capital Management
Pennsylvania
$510K
MWM
173
Meridian Wealth Management
Kentucky
$505K
Creative Planning
174
Creative Planning
Kansas
$504K
CA
175
Claris Advisors
Missouri
$488K