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Dimensional National Municipal Bond ETF

239 hedge funds and large institutions have $1.38B invested in Dimensional National Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 133 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
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
VCP
176
Verus Capital Partners
Arizona
$483K
EIA
177
Eldridge Investment Advisors
New Hampshire
$483K
Jones Financial Companies
178
Jones Financial Companies
Missouri
$478K
GJIA
179
Glass Jacobson Investment Advisors
Maryland
$478K
FOA
180
Five Oceans Advisors
California
$462K
TFP
181
Triune Financial Partners
Kansas
$453K
DF
182
DecisionPoint Financial
Arizona
$449K
DAS
183
Dynamic Advisor Solutions
Arizona
$448K
WWM
184
Western Wealth Management
Colorado
$447K
RFP
185
RCS Financial Planning
Maryland
$443K
EWA
186
EverSource Wealth Advisors
Alabama
$442K
BWG
187
Beta Wealth Group
California
$435K
JWM
188
JDH Wealth Management
California
$433K
VT
189
Vise Technologies
New York
$431K
CC
190
Copperleaf Capital
North Carolina
$430K
BI
191
Beckerman Institutional
New Jersey
$426K
Morgan Stanley
192
Morgan Stanley
New York
$422K
LCWP
193
Legacy Capital Wealth Partners
Arkansas
$411K
BH
194
Burk Holdings
Oklahoma
$403K
FIA
195
Foundations Investment Advisors
Arizona
$389K
AC
196
Anson Capital
Georgia
$381K
ACA
197
Aptus Capital Advisors
Alabama
$380K
IA
198
IFG Advisory
Georgia
$354K
OA
199
Oceanside Advisors
South Carolina
$340K
MT
200
Midwest Trust
Kansas
$333K