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Dimensional National Municipal Bond ETF

239 hedge funds and large institutions have $1.28B invested in Dimensional National Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 106 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
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
RFP
201
Root Financial Partners
California
$350K
MT
202
Midwest Trust
Kansas
$345K
OA
203
Oceanside Advisors
South Carolina
$314K
EFP
204
Envision Financial Planning
Tennessee
$310K
SWM
205
Seaside Wealth Management
California
$297K
AIP
206
Ameritas Investment Partners
Nebraska
$294K
RLIM
207
Red Lighthouse Investment Management
New York
$291K
TFP
208
Triune Financial Partners
Kansas
$284K
VPF
209
Vantage Point Financial
Illinois
$282K
CT
210
Colonial Trust
South Carolina
$281K
LFA
211
Level Financial Advisors
New York
$274K
CAG
212
Csenge Advisory Group
Florida
$271K
KWM
213
KFG Wealth Management
Indiana
$265K
EH
214
Equitable Holdings
New York
$255K
CA
215
Clune & Associates
Illinois
$252K
HA
216
Hanover Advisors
South Carolina
$250K
BP
217
BWM Planning
Texas
$240K
SWM
218
SeaCrest Wealth Management
New York
$236K
VCP
219
Verus Capital Partners
Arizona
$213K
CCMI
220
Creative Capital Management Investments
California
$210K
Raymond James Financial
221
Raymond James Financial
Florida
$202K
NWM
222
Navigoe Wealth Management
California
$193K
CSPIA
223
Cary Street Partners Investment Advisory
Virginia
$99.7K
GWM
224
Geneos Wealth Management
Colorado
$97.8K
FFA
225
Farther Finance Advisors
California
$97.8K