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Dimensional National Municipal Bond ETF

246 hedge funds and large institutions have $1.4B invested in Dimensional National Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 136 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 62

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $1.29B → $1.4B (+$107M)

4% more funds holding in top 10

Funds holding in top 10: 2526 (+1)

2% more funds holding

Funds holding: 241246 (+5)

1.2% more ownership

Funds ownership: 82.42%83.63% (+1.2%)

Holders
246
Holders Change
+5
Holders Change %
+2.07%
% of All Funds
3.23%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.34%
New
22
Increased
136
Reduced
62
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
201
Aptus Capital Advisors
Alabama
$380K +$20.1K +422 +6%
IA
202
IFG Advisory
Georgia
$354K -$2.47K -52 -0.7%
SIS
203
Strategic Investment Solutions
Illinois
$344K -$178K -3,745 -34%
OA
204
Oceanside Advisors
South Carolina
$340K +$22.4K +472 +7%
MT
205
Midwest Trust
Kansas
$333K -$15.1K -318 -4%
GAG
206
GM Advisory Group
New York
$333K +$330K +6,940 New
VPF
207
Vantage Point Financial
Illinois
$332K +$46.3K +973 +16%
TA
208
TFB Advisors
Kansas
$325K +$321K +6,749 New
AIP
209
Ameritas Investment Partners
Nebraska
$300K +$2.19K +46 +0.7%
PFG
210
Pinnacle Financial Group
Illinois
$299K +$296K +6,230 New
RLIM
211
Red Lighthouse Investment Management
New York
$295K
SWM
212
Seaside Wealth Management
California
$281K -$18.7K -393 -6%
CT
213
Colonial Trust
South Carolina
$280K -$4.28K -90 -2%
LFA
214
Level Financial Advisors
New York
$277K
EFP
215
Envision Financial Planning
Tennessee
$276K -$36.7K -772 -12%
CCMI
216
Creative Capital Management Investments
California
$275K +$62.4K +1,311 +30%
CAG
217
Csenge Advisory Group
Florida
$273K -$1.52K -32 -0.6%
T
218
Tableaux
Massachusetts
$270K -$252K -5,308 -49%
KWM
219
KFG Wealth Management
Indiana
$269K +$1.28K +27 +0.5%
VCP
220
Verus Capital Partners
Arizona
$266K +$264K +5,544 New
CA
221
Clune & Associates
Illinois
$255K
HA
222
Hanover Advisors
South Carolina
$253K
OWA
223
Oak Wealth Advisors
Illinois
$238K -$763K -16,052 -76%
NWM
224
Navigoe Wealth Management
California
$195K
ME
225
McIlrath & Eck
Washington
$191K -$177K -3,715 -48%