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Dimensional National Municipal Bond ETF

237 hedge funds and large institutions have $1.27B invested in Dimensional National Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 105 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
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
OA
201
Oceanside Advisors
South Carolina
$314K
EFP
202
Envision Financial Planning
Tennessee
$310K
SWM
203
Seaside Wealth Management
California
$297K
AIP
204
Ameritas Investment Partners
Nebraska
$294K
RLIM
205
Red Lighthouse Investment Management
New York
$291K
TFP
206
Triune Financial Partners
Kansas
$284K
VPF
207
Vantage Point Financial
Illinois
$282K
CT
208
Colonial Trust
South Carolina
$281K
LFA
209
Level Financial Advisors
New York
$274K
CAG
210
Csenge Advisory Group
Florida
$271K
KWM
211
KFG Wealth Management
Indiana
$265K
EH
212
Equitable Holdings
New York
$255K
CA
213
Clune & Associates
Illinois
$252K
HA
214
Hanover Advisors
South Carolina
$250K
BP
215
BWM Planning
Texas
$240K
SWM
216
SeaCrest Wealth Management
New York
$236K
VCP
217
Verus Capital Partners
Arizona
$213K
CCMI
218
Creative Capital Management Investments
California
$210K
Raymond James Financial
219
Raymond James Financial
Florida
$202K
NWM
220
Navigoe Wealth Management
California
$193K
CSPIA
221
Cary Street Partners Investment Advisory
Virginia
$99.7K
GWM
222
Geneos Wealth Management
Colorado
$97.8K
FFA
223
Farther Finance Advisors
California
$97.8K
GWSG
224
GPS Wealth Strategies Group
Colorado
$94.9K
SIC
225
SJS Investment Consulting
Ohio
$92K