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Dimensional National Municipal Bond ETF

265 hedge funds and large institutions have $1.6B invested in Dimensional National Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 144 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$63.9M
2 +$52.7M
3 +$25.4M
4
SC
Savant Capital
Illinois
+$19.7M
5
2L
25 LLC
Missouri
+$6.66M

Top Sellers

1 -$39.6M
2 -$10.4M
3 -$2.13M
4
US Bancorp
US Bancorp
Minnesota
-$1.53M
5
FG
Foster Group
Iowa
-$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
176
Beacon Pointe Advisors
California
$673K
IW
177
Integrated Wealthcare
North Carolina
$614K
GFA
178
Grunden Financial Advisory
Texas
$606K
MML Investors Services
179
MML Investors Services
Massachusetts
$600K
JWM
180
JDH Wealth Management
California
$598K
WWWM
181
White Wing Wealth Management
Texas
$588K
BCL
182
BDFS Capital LLC
Delaware
$581K
ZF
183
Zhang Financial
Michigan
$578K
FWM
184
Forteris Wealth Management
New York
$574K
FIA
185
Foundations Investment Advisors
Arizona
$568K
Royal Bank of Canada
186
Royal Bank of Canada
Ontario, Canada
$559K
SWM
187
SpringVest Wealth Management
Texas
$548K
ISB
188
Iowa State Bank
Iowa
$543K
FF
189
Foundry Financial
California
$543K
MFWP
190
Mosaic Family Wealth Partners
Missouri
$528K
WWM
191
Western Wealth Management
Colorado
$525K
CFO
192
CVA Family Office
Colorado
$520K
JCM
193
Jacobi Capital Management
Pennsylvania
$517K
EWA
194
Exencial Wealth Advisors
Oklahoma
$515K
BEW
195
Burton Enright Welch
California
$514K
LWM
196
LJI Wealth Management
Indiana
$511K
AC
197
Anson Capital
Georgia
$504K
VCP
198
Verus Capital Partners
Arizona
$496K
LPP
199
Life Planning Partners
Florida
$485K
GJIA
200
Glass Jacobson Investment Advisors
Maryland
$484K