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Dimensional National Municipal Bond ETF

239 hedge funds and large institutions have $1.28B invested in Dimensional National Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 106 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
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
DF
176
DecisionPoint Financial
Arizona
$443K
KAM
177
KEB Asset Management
Illinois
$435K
EWA
178
EverSource Wealth Advisors
Alabama
$430K
BI
179
Beckerman Institutional
New Jersey
$430K
LWM
180
LJI Wealth Management
Indiana
$429K
GJIA
181
Glass Jacobson Investment Advisors
Maryland
$419K
Morgan Stanley
182
Morgan Stanley
New York
$417K
BH
183
Burk Holdings
Oklahoma
$406K
MWM
184
Meridian Wealth Management
Kentucky
$403K
RFP
185
RCS Financial Planning
Maryland
$401K
PWA
186
Physician Wealth Advisors
Utah
$401K
LCWP
187
Legacy Capital Wealth Partners
Arkansas
$395K
BWG
188
Beta Wealth Group
California
$393K
CC
189
Copperleaf Capital
North Carolina
$388K
JC
190
Jentner Corp
Ohio
$385K
Cetera Investment Advisers
191
Cetera Investment Advisers
Illinois
$383K
AC
192
Anson Capital
Georgia
$376K
LPP
193
Life Planning Partners
Florida
$373K
MWP
194
Meredith Wealth Planning
Illinois
$369K
KL
195
KWMG LLC
Kansas
$366K
ME
196
McIlrath & Eck
Washington
$365K
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$359K
JWM
198
JDH Wealth Management
California
$356K
ACA
199
Aptus Capital Advisors
Alabama
$356K
IA
200
IFG Advisory
Georgia
$352K