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Dimensional National Municipal Bond ETF

242 hedge funds and large institutions have $1.39B invested in Dimensional National Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 135 increasing their positions, 60 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
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
MFWP
176
Mosaic Family Wealth Partners
Missouri
$486K
LPP
177
Life Planning Partners
Florida
$486K
VCP
178
Verus Capital Partners
Arizona
$483K
EIA
179
Eldridge Investment Advisors
New Hampshire
$483K
Jones Financial Companies
180
Jones Financial Companies
Missouri
$478K
GJIA
181
Glass Jacobson Investment Advisors
Maryland
$478K
FOA
182
Five Oceans Advisors
California
$462K
TFP
183
Triune Financial Partners
Kansas
$453K
DF
184
DecisionPoint Financial
Arizona
$449K
DAS
185
Dynamic Advisor Solutions
Arizona
$448K
WWM
186
Western Wealth Management
Colorado
$447K
RFP
187
RCS Financial Planning
Maryland
$443K
EWA
188
EverSource Wealth Advisors
Alabama
$442K
BWG
189
Beta Wealth Group
California
$435K
JWM
190
JDH Wealth Management
California
$433K
VT
191
Vise Technologies
New York
$431K
CC
192
Copperleaf Capital
North Carolina
$430K
BI
193
Beckerman Institutional
New Jersey
$426K
Morgan Stanley
194
Morgan Stanley
New York
$422K
LCWP
195
Legacy Capital Wealth Partners
Arkansas
$411K
BH
196
Burk Holdings
Oklahoma
$403K
FIA
197
Foundations Investment Advisors
Arizona
$389K
AC
198
Anson Capital
Georgia
$381K
ACA
199
Aptus Capital Advisors
Alabama
$380K
IA
200
IFG Advisory
Georgia
$354K