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Dimensional National Municipal Bond ETF

274 hedge funds and large institutions have $1.62B invested in Dimensional National Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 146 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 12

165% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 55

24% more funds holding in top 10

Funds holding in top 10: 2531 (+6)

17% more capital invested

Capital invested by funds: $1.39B → $1.62B (+$230M)

12% more funds holding

Funds holding: 245274 (+29)

1.34% more ownership

Funds ownership: 83.18%84.52% (+1.3%)

Holders
274
Holders Change
+29
Holders Change %
+11.84%
% of All Funds
3.33%
Holding in Top 10
31
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+24%
% of All Funds
0.38%
New
46
Increased
146
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
151
CogentBlue Wealth Advisors
Tennessee
$1.15M -$94.2K -1,956 -8%
IA
152
IFP Advisors
Florida
$1.12M +$964 +20 +0.1%
BCM
153
Blume Capital Management
California
$1.09M
CWMA
154
Capstone Wealth Management (Alabama)
Alabama
$1.07M +$446K +9,246 +71%
IAG
155
Investmark Advisory Group
Connecticut
$1.07M +$8.19K +170 +0.8%
PFM
156
Phillips Financial Management
Indiana
$991K -$40.5K -840 -4%
KAM
157
KEB Asset Management
Illinois
$912K +$373K +7,746 +69%
Cambridge Investment Research Advisors
158
Cambridge Investment Research Advisors
Iowa
$904K +$67K +1,391 +8%
SWA
159
Sterling Wealth Advisors
Florida
$889K +$48 +1 +0%
CA
160
Claris Advisors
Missouri
$888K +$392K +8,143 +79%
CPW
161
Cogent Private Wealth
Florida
$887K +$887K +18,408 New
PAM
162
Pacific Asset Management
Washington
$885K +$350K +7,263 +65%
TFP
163
Triune Financial Partners
Kansas
$876K +$415K +8,621 +91%
SIAG
164
Safeguard Investment Advisory Group
California
$864K +$39.9K +829 +5%
AA
165
ArborFi Advisors
Michigan
$859K +$64.1K +1,331 +8%
RGC
166
Roberts, Glore & Co
Illinois
$854K -$138K -2,865 -14%
FPI
167
Financial Plan Inc
Washington
$843K +$843K +17,491 New
SAM
168
Smartleaf Asset Management
Massachusetts
$814K +$631K +13,097 +344%
JWM
169
JP Wealth Management
South Carolina
$813K
Jane Street
170
Jane Street
New York
$792K +$207K +4,306 +36%
AWMM
171
Aegis Wealth Management (Maryland)
Maryland
$780K +$57.8K +1,200 +8%
KPP
172
Kings Path Partners
Texas
$769K +$148K +3,063 +24%
CBT
173
Crews Bank & Trust
Florida
$757K -$78.8K -1,635 -9%
PWS
174
Physician Wealth Solutions
Nevada
$740K -$34.1K -707 -4%
PWA
175
Physician Wealth Advisors
Utah
$734K +$28.6K +593 +4%