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Dimensional National Municipal Bond ETF

276 hedge funds and large institutions have $1.76B invested in Dimensional National Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 160 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 56

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

8% more capital invested

Capital invested by funds: $1.63B → $1.76B (+$134M)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

0.67% more ownership

Funds ownership: 84.92%85.59% (+0.67%)

0% more funds holding

Funds holding: 275276 (+1)

Holders
276
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
3.4%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.41%
New
24
Increased
160
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BEW
201
Burton Enright Welch
California
$488K -$23.9K -494 -5%
LPP
202
Life Planning Partners
Florida
$483K
MWM
203
Meridian Wealth Management
Kentucky
$481K
EIA
204
Eldridge Investment Advisors
New Hampshire
$474K -$6.4K -132 -1%
T
205
Tableaux
Massachusetts
$472K +$478K +9,856 New
FOA
206
Five Oceans Advisors
California
$461K
BI
207
Beckerman Institutional
New Jersey
$456K +$31K +639 +7%
WWWM
208
White Wing Wealth Management
Texas
$452K -$134K -2,774 -23%
DF
209
DecisionPoint Financial
Arizona
$448K
BWG
210
Beta Wealth Group
California
$446K +$3.44K +71 +0.8%
BH
211
Burk Holdings
Oklahoma
$443K +$8.09K +167 +2%
EWA
212
EverSource Wealth Advisors
Alabama
$442K
AWA
213
Acorn Wealth Advisors
Michigan
$427K +$126K +2,600 +41%
Morgan Stanley
214
Morgan Stanley
New York
$419K -$2.67K -55 -0.6%
VPF
215
Vantage Point Financial
Illinois
$413K +$71.9K +1,484 +21%
FIA
216
Foundations Investment Advisors
Arizona
$411K -$156K -3,209 -27%
CL
217
Choreo LLC
Illinois
$401K +$405K +8,364 New
LCWP
218
Legacy Capital Wealth Partners
Arkansas
$399K -$12.9K -266 -3%
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$394K +$281K +5,794 +240%
ACA
220
Aptus Capital Advisors
Alabama
$392K +$15.2K +313 +4%
Royal Bank of Canada
221
Royal Bank of Canada
Ontario, Canada
$387K -$170K -3,513 -30%
RCAG
222
Rehmann Capital Advisory Group
Michigan
$384K -$66K -1,363 -15%
MFG
223
Merit Financial Group
Georgia
$368K +$372K +7,673 New
OA
224
Oceanside Advisors
South Carolina
$367K -$8.04K -166 -2%
SAI
225
Savvy Advisors Inc
New York
$359K +$363K +7,487 New