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Dimensional National Municipal Bond ETF

276 hedge funds and large institutions have $1.76B invested in Dimensional National Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 160 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 56

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

8% more capital invested

Capital invested by funds: $1.63B → $1.76B (+$134M)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

0.67% more ownership

Funds ownership: 84.92%85.59% (+0.67%)

0% more funds holding

Funds holding: 275276 (+1)

Holders
276
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
3.4%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.41%
New
24
Increased
160
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
176
Physician Wealth Advisors
Utah
$733K +$2.57K +53 +0.3%
VAG
177
VisionPoint Advisory Group
Texas
$723K +$731K +15,086 New
PWS
178
Physician Wealth Solutions
Nevada
$715K -$21.9K -451 -3%
IWS
179
Integrity Wealth Solutions
Colorado
$714K +$41.8K +863 +6%
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$691K +$699K +14,423 New
JWM
181
JDH Wealth Management
California
$677K +$82.2K +1,696 +14%
DWA
182
Delap Wealth Advisory
Oregon
$671K +$320K +6,612 +90%
FF
183
Friday Financial
Iowa
$662K -$66.7K -1,376 -9%
DI
184
Disciplined Investments
Oklahoma
$657K -$24.7K -510 -4%
Citadel Advisors
185
Citadel Advisors
Florida
$635K +$205K +4,233 +47%
IW
186
Integrated Wealthcare
North Carolina
$611K +$339 +7 +0.1%
BC
187
BDFS Capital
Delaware
$611K +$33.6K +694 +6%
MML Investors Services
188
MML Investors Services
Massachusetts
$604K +$7.03K +145 +1%
MW
189
Merited Wealth
Florida
$600K +$98.8K +2,038 +19%
GJIA
190
Glass Jacobson Investment Advisors
Maryland
$584K +$103K +2,133 +21%
SWM
191
SpringVest Wealth Management
Texas
$545K
EWA
192
Exencial Wealth Advisors
Oklahoma
$544K +$32.4K +669 +6%
ISB
193
Iowa State Bank
Iowa
$540K
MFWP
194
Mosaic Family Wealth Partners
Missouri
$536K +$10.2K +210 +2%
WWM
195
Western Wealth Management
Colorado
$522K
JCM
196
Jacobi Capital Management
Pennsylvania
$517K +$3.05K +63 +0.6%
CFO
197
CVA Family Office
Colorado
$517K
FWM
198
Forteris Wealth Management
New York
$515K -$56.4K -1,164 -10%
AC
199
Anson Capital
Georgia
$511K +$10.2K +210 +2%
FF
200
Foundry Financial
California
$488K -$52.5K -1,084 -10%