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Dimensional National Municipal Bond ETF

265 hedge funds and large institutions have $1.6B invested in Dimensional National Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 144 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$63.9M
2 +$52.7M
3 +$25.4M
4
SC
Savant Capital
Illinois
+$19.7M
5
2L
25 LLC
Missouri
+$6.66M

Top Sellers

1 -$39.6M
2 -$10.4M
3 -$2.13M
4
US Bancorp
US Bancorp
Minnesota
-$1.53M
5
FG
Foster Group
Iowa
-$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
201
Meridian Wealth Management
Kentucky
$483K
EIA
202
Eldridge Investment Advisors
New Hampshire
$483K
FOA
203
Five Oceans Advisors
California
$463K
RFP
204
RCS Financial Planning
Maryland
$460K
DF
205
DecisionPoint Financial
Arizona
$450K
BWG
206
Beta Wealth Group
California
$445K
EWA
207
EverSource Wealth Advisors
Alabama
$444K
BH
208
Burk Holdings
Oklahoma
$438K
Citadel Advisors
209
Citadel Advisors
Florida
$435K
BI
210
Beckerman Institutional
New Jersey
$427K
Morgan Stanley
211
Morgan Stanley
New York
$423K
LCWP
212
Legacy Capital Wealth Partners
Arkansas
$414K
FPAS
213
Focus Partners Advisor Solutions
Missouri
$405K
KRW
214
Kaufman Rossin Wealth
Florida
$383K
ACA
215
Aptus Capital Advisors
Alabama
$379K
OA
216
Oceanside Advisors
South Carolina
$377K
PWP
217
Ponta Wealth Partners
Florida
$377K
E
218
Entelevest
Florida
$356K
DWA
219
Delap Wealth Advisory
Oregon
$356K
IA
220
Inspire Advisors
Idaho
$347K
VPF
221
Vantage Point Financial
Illinois
$344K
IA
222
IFG Advisory
Georgia
$336K
SIS
223
Strategic Investment Solutions
Illinois
$336K
MT
224
Midwest Trust
Kansas
$332K
TA
225
TFB Advisors
Kansas
$323K