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Dimensional National Municipal Bond ETF

236 hedge funds and large institutions have $1.24B invested in Dimensional National Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 104 increasing their positions, 89 reducing their positions, and 21 closing their positions.

Holders
236
Holders Change
Holders Change %
0%
% of All Funds
3.17%
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
104
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OA
201
Oceanside Advisors
South Carolina
$314K 6,622 +127 +2%
EFP
202
Envision Financial Planning
Tennessee
$310K 6,526 -111 -2%
SWM
203
Seaside Wealth Management
California
$297K 6,252 +1,013 +19%
AIP
204
Ameritas Investment Partners
Nebraska
$294K 6,197 +45 +0.7%
RLIM
205
Red Lighthouse Investment Management
New York
$291K 6,141 -236 -4%
TFP
206
Triune Financial Partners
Kansas
$284K 5,984 -2,455 -29%
VPF
207
Vantage Point Financial
Illinois
$282K 5,945 +27 +0.5%
CT
208
Colonial Trust
South Carolina
$281K 5,921 +62 +1%
LFA
209
Level Financial Advisors
New York
$274K 5,775 +5,775 New
CAG
210
Csenge Advisory Group
Florida
$271K 5,729 +374 +7%
KWM
211
KFG Wealth Management
Indiana
$265K 5,579 +9 +0.2%
EH
212
Equitable Holdings
New York
$255K 5,370 +5,370 New
CA
213
Clune & Associates
Illinois
$252K 5,320
HA
214
Hanover Advisors
South Carolina
$250K 5,267 +5,267 New
BP
215
BWM Planning
Texas
$240K 5,061 -1,792 -26%
SWM
216
SeaCrest Wealth Management
New York
$236K 4,986
VCP
217
Verus Capital Partners
Arizona
$213K 4,497 -5,445 -55%
CCMI
218
Creative Capital Management Investments
California
$210K 4,421 -525 -11%
Raymond James Financial
219
Raymond James Financial
Florida
$202K 4,269 +4,269 New
NWM
220
Navigoe Wealth Management
California
$193K 4,082
CSPIA
221
Cary Street Partners Investment Advisory
Virginia
$99.7K 2,101 -3,800 -64%
GWM
222
Geneos Wealth Management
Colorado
$97.8K 2,063 -1,807 -47%
FFA
223
Farther Finance Advisors
California
$97.8K 2,062 -10 -0.5%
GWSG
224
GPS Wealth Strategies Group
Colorado
$94.9K 2,000 -1,705 -46%
SIC
225
SJS Investment Consulting
Ohio
$92K 1,940 +196 +11%