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Dimensional National Municipal Bond ETF

239 hedge funds and large institutions have $1.38B invested in Dimensional National Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 133 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
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
GAG
201
GM Advisory Group
New York
$333K
VPF
202
Vantage Point Financial
Illinois
$332K
TA
203
TFB Advisors
Kansas
$325K
AIP
204
Ameritas Investment Partners
Nebraska
$300K
PFG
205
Pinnacle Financial Group
Illinois
$299K
RLIM
206
Red Lighthouse Investment Management
New York
$295K
SWM
207
Seaside Wealth Management
California
$281K
CT
208
Colonial Trust
South Carolina
$280K
LFA
209
Level Financial Advisors
New York
$277K
EFP
210
Envision Financial Planning
Tennessee
$276K
CCMI
211
Creative Capital Management Investments
California
$275K
CAG
212
Csenge Advisory Group
Florida
$273K
T
213
Tableaux
Massachusetts
$270K
KWM
214
KFG Wealth Management
Indiana
$269K
CA
215
Clune & Associates
Illinois
$255K
HA
216
Hanover Advisors
South Carolina
$253K
OWA
217
Oak Wealth Advisors
Illinois
$238K
NWM
218
Navigoe Wealth Management
California
$195K
ME
219
McIlrath & Eck
Washington
$191K
SAM
220
Smartleaf Asset Management
Massachusetts
$182K
ASN
221
Advisory Services Network
Georgia
$146K
CSPIA
222
Cary Street Partners Investment Advisory
Virginia
$133K
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$119K
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$98K
GWSG
225
GPS Wealth Strategies Group
Colorado
$96K