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Dimensional National Municipal Bond ETF

269 hedge funds and large institutions have $1.6B invested in Dimensional National Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 145 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
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
CWMA
151
Capstone Wealth Management (Alabama)
Alabama
$1.07M
IAG
152
Investmark Advisory Group
Connecticut
$1.07M
PFM
153
Phillips Financial Management
Indiana
$991K
KAM
154
KEB Asset Management
Illinois
$912K
Cambridge Investment Research Advisors
155
Cambridge Investment Research Advisors
Iowa
$904K
SWA
156
Sterling Wealth Advisors
Florida
$889K
CA
157
Claris Advisors
Missouri
$888K
CPW
158
Cogent Private Wealth
Florida
$887K
PAM
159
Pacific Asset Management
Washington
$885K
TFP
160
Triune Financial Partners
Kansas
$876K
SIAG
161
Safeguard Investment Advisory Group
California
$864K
AA
162
ArborFi Advisors
Michigan
$859K
RGC
163
Roberts, Glore & Co
Illinois
$854K
FPI
164
Financial Plan Inc
Washington
$843K
SAM
165
Smartleaf Asset Management
Massachusetts
$814K
JWM
166
JP Wealth Management
South Carolina
$813K
Jane Street
167
Jane Street
New York
$792K
AWMM
168
Aegis Wealth Management (Maryland)
Maryland
$780K
CBT
169
Crews Bank & Trust
Florida
$757K
PWS
170
Physician Wealth Solutions
Nevada
$740K
PWA
171
Physician Wealth Advisors
Utah
$734K
GWL
172
Generations Wealth LLC
Ohio
$734K
FF
173
Friday Financial
Iowa
$731K
Comerica Bank
174
Comerica Bank
Texas
$719K
DI
175
Disciplined Investments
Oklahoma
$685K