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Dimensional National Municipal Bond ETF

246 hedge funds and large institutions have $1.4B invested in Dimensional National Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 136 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 62

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $1.29B → $1.4B (+$107M)

4% more funds holding in top 10

Funds holding in top 10: 2526 (+1)

2% more funds holding

Funds holding: 241246 (+5)

1.2% more ownership

Funds ownership: 82.42%83.63% (+1.2%)

Holders
246
Holders Change
+5
Holders Change %
+2.07%
% of All Funds
3.23%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.34%
New
22
Increased
136
Reduced
62
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
176
Meridian Wealth Management
Kentucky
$505K +$96.5K +2,028 +24%
Creative Planning
177
Creative Planning
Kansas
$504K +$1.52K +32 +0.3%
CA
178
Claris Advisors
Missouri
$488K
MFWP
179
Mosaic Family Wealth Partners
Missouri
$486K +$482K +10,130 New
LPP
180
Life Planning Partners
Florida
$486K +$107K +2,253 +29%
EIA
181
Eldridge Investment Advisors
New Hampshire
$483K +$2.62K +55 +0.5%
Jones Financial Companies
182
Jones Financial Companies
Missouri
$478K -$59.6K -1,253 -11%
GJIA
183
Glass Jacobson Investment Advisors
Maryland
$478K +$53.5K +1,125 +13%
FOA
184
Five Oceans Advisors
California
$462K
TFP
185
Triune Financial Partners
Kansas
$453K +$164K +3,456 +58%
DF
186
DecisionPoint Financial
Arizona
$449K
DAS
187
Dynamic Advisor Solutions
Arizona
$448K -$33.3K -700 -7%
WWM
188
Western Wealth Management
Colorado
$447K -$60.6K -1,275 -12%
RFP
189
RCS Financial Planning
Maryland
$443K +$36.6K +769 +9%
EWA
190
EverSource Wealth Advisors
Alabama
$442K +$6.66K +140 +2%
BWG
191
Beta Wealth Group
California
$435K +$37K +778 +9%
JWM
192
JDH Wealth Management
California
$433K +$71.6K +1,505 +20%
VT
193
Vise Technologies
New York
$431K +$428K +8,992 New
CC
194
Copperleaf Capital
North Carolina
$430K +$36.8K +774 +9%
BI
195
Beckerman Institutional
New Jersey
$426K -$8.09K -170 -2%
Morgan Stanley
196
Morgan Stanley
New York
$422K
LCWP
197
Legacy Capital Wealth Partners
Arkansas
$411K +$11.6K +243 +3%
BH
198
Burk Holdings
Oklahoma
$403K -$7.8K -164 -2%
FIA
199
Foundations Investment Advisors
Arizona
$389K +$385K +8,098 New
AC
200
Anson Capital
Georgia
$381K