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Dimensional National Municipal Bond ETF

236 hedge funds and large institutions have $1.24B invested in Dimensional National Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 104 increasing their positions, 89 reducing their positions, and 21 closing their positions.

Holders
236
Holders Change
Holders Change %
0%
% of All Funds
3.17%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.32%
New
22
Increased
104
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BI
176
Beckerman Institutional
New Jersey
$430K 9,057 +201 +2%
LWM
177
LJI Wealth Management
Indiana
$429K 9,043 +212 +2%
GJIA
178
Glass Jacobson Investment Advisors
Maryland
$419K 8,840 +299 +4%
Morgan Stanley
179
Morgan Stanley
New York
$417K 8,789 -47 -0.5%
BH
180
Burk Holdings
Oklahoma
$406K 8,555 -574 -6%
MWM
181
Meridian Wealth Management
Kentucky
$403K 8,493 +8,493 New
RFP
182
RCS Financial Planning
Maryland
$401K 8,455 +556 +7%
PWA
183
Physician Wealth Advisors
Utah
$401K 8,444
LCWP
184
Legacy Capital Wealth Partners
Arkansas
$395K 8,326 +8,326 New
BWG
185
Beta Wealth Group
California
$393K 8,290 -678 -8%
CC
186
Copperleaf Capital
North Carolina
$388K 8,187 -275 -3%
JC
187
Jentner Corp
Ohio
$385K 8,123
Cetera Investment Advisers
188
Cetera Investment Advisers
Illinois
$383K 8,076 +8,076 New
AC
189
Anson Capital
Georgia
$376K 7,935 +2,200 +38%
LPP
190
Life Planning Partners
Florida
$373K 7,871 +2,671 +51%
MWP
191
Meredith Wealth Planning
Illinois
$369K 7,775 +1,285 +20%
KL
192
KWMG LLC
Kansas
$366K 7,710 +7,710 New
ME
193
McIlrath & Eck
Washington
$365K 7,686 -1,783 -19%
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$359K 7,573 +7,120 +1,572%
JWM
195
JDH Wealth Management
California
$356K 7,511 -7,012 -48%
ACA
196
Aptus Capital Advisors
Alabama
$356K 7,504 +685 +10%
IA
197
IFG Advisory
Georgia
$352K 7,423 +108 +1%
RFP
198
Root Financial Partners
California
$350K 7,377 +2,221 +43%
MT
199
Midwest Trust
Kansas
$345K 7,264 +7,264 New
OA
200
Oceanside Advisors
South Carolina
$314K 6,622 +127 +2%