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Dimensional National Municipal Bond ETF

237 hedge funds and large institutions have $1.27B invested in Dimensional National Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 105 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.18%
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
105
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
176
EverSource Wealth Advisors
Alabama
$430K +$430K +9,075 New
BI
177
Beckerman Institutional
New Jersey
$430K +$9.54K +201 +2%
LWM
178
LJI Wealth Management
Indiana
$429K +$10.1K +212 +2%
GJIA
179
Glass Jacobson Investment Advisors
Maryland
$419K +$14.2K +299 +4%
Morgan Stanley
180
Morgan Stanley
New York
$417K -$2.23K -47 -0.5%
BH
181
Burk Holdings
Oklahoma
$406K -$27.2K -574 -6%
MWM
182
Meridian Wealth Management
Kentucky
$403K +$403K +8,493 New
RFP
183
RCS Financial Planning
Maryland
$401K +$26.4K +556 +7%
PWA
184
Physician Wealth Advisors
Utah
$401K
LCWP
185
Legacy Capital Wealth Partners
Arkansas
$395K +$395K +8,326 New
BWG
186
Beta Wealth Group
California
$393K -$32.2K -678 -8%
CC
187
Copperleaf Capital
North Carolina
$388K -$13K -275 -3%
JC
188
Jentner Corp
Ohio
$385K
Cetera Investment Advisers
189
Cetera Investment Advisers
Illinois
$383K +$383K +8,076 New
AC
190
Anson Capital
Georgia
$376K +$104K +2,200 +38%
LPP
191
Life Planning Partners
Florida
$373K +$127K +2,671 +51%
MWP
192
Meredith Wealth Planning
Illinois
$369K +$61K +1,285 +20%
KL
193
KWMG LLC
Kansas
$366K +$366K +7,710 New
ME
194
McIlrath & Eck
Washington
$365K -$84.6K -1,783 -19%
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$359K +$338K +7,120 +1,572%
JWM
196
JDH Wealth Management
California
$356K -$333K -7,012 -48%
ACA
197
Aptus Capital Advisors
Alabama
$356K +$32.5K +685 +10%
IA
198
IFG Advisory
Georgia
$352K +$5.12K +108 +1%
RFP
199
Root Financial Partners
California
$350K +$105K +2,221 +43%
MT
200
Midwest Trust
Kansas
$345K +$345K +7,264 New