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Dimensional National Municipal Bond ETF

275 hedge funds and large institutions have $1.75B invested in Dimensional National Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 159 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more repeat investments, than reductions

Existing positions increased: 159 | 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: $1.62B → $1.75B (+$133M)

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

0.68% more ownership

Funds ownership: 84.52%85.2% (+0.68%)

0% more funds holding

Funds holding: 274275 (+1)

Holders
275
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
3.39%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.39%
New
24
Increased
159
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPP
201
Life Planning Partners
Florida
$483K
MWM
202
Meridian Wealth Management
Kentucky
$481K
EIA
203
Eldridge Investment Advisors
New Hampshire
$474K -$6.4K -132 -1%
T
204
Tableaux
Massachusetts
$472K +$478K +9,856 New
FOA
205
Five Oceans Advisors
California
$461K
BI
206
Beckerman Institutional
New Jersey
$456K +$31K +639 +7%
WWWM
207
White Wing Wealth Management
Texas
$452K -$134K -2,774 -23%
DF
208
DecisionPoint Financial
Arizona
$448K
BWG
209
Beta Wealth Group
California
$446K +$3.44K +71 +0.8%
BH
210
Burk Holdings
Oklahoma
$443K +$8.09K +167 +2%
EWA
211
EverSource Wealth Advisors
Alabama
$442K
AWA
212
Acorn Wealth Advisors
Michigan
$427K +$126K +2,600 +41%
Morgan Stanley
213
Morgan Stanley
New York
$419K -$2.67K -55 -0.6%
VPF
214
Vantage Point Financial
Illinois
$413K +$71.9K +1,484 +21%
FIA
215
Foundations Investment Advisors
Arizona
$411K -$156K -3,209 -27%
CL
216
Choreo LLC
Illinois
$401K +$405K +8,364 New
LCWP
217
Legacy Capital Wealth Partners
Arkansas
$399K -$12.9K -266 -3%
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$394K +$281K +5,794 +240%
ACA
219
Aptus Capital Advisors
Alabama
$392K +$15.2K +313 +4%
Royal Bank of Canada
220
Royal Bank of Canada
Ontario, Canada
$387K -$170K -3,513 -30%
RCAG
221
Rehmann Capital Advisory Group
Michigan
$384K -$66K -1,363 -15%
MFG
222
Merit Financial Group
Georgia
$368K +$372K +7,673 New
OA
223
Oceanside Advisors
South Carolina
$367K -$8.04K -166 -2%
SAI
224
Savvy Advisors Inc
New York
$359K +$363K +7,487 New
AC
225
Avestar Capital
New York
$358K +$362K +7,469 New