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Dimensional National Municipal Bond ETF

274 hedge funds and large institutions have $1.62B invested in Dimensional National Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 146 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 12

165% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 55

24% more funds holding in top 10

Funds holding in top 10: 2531 (+6)

17% more capital invested

Capital invested by funds: $1.39B → $1.62B (+$230M)

12% more funds holding

Funds holding: 245274 (+29)

1.34% more ownership

Funds ownership: 83.18%84.52% (+1.3%)

Holders
274
Holders Change
+29
Holders Change %
+11.84%
% of All Funds
3.33%
Holding in Top 10
31
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+24%
% of All Funds
0.38%
New
46
Increased
146
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BEW
201
Burton Enright Welch
California
$514K +$1.88K +39 +0.4%
LWM
202
LJI Wealth Management
Indiana
$511K +$511K +10,600 New
MW
203
Merited Wealth
Florida
$505K +$505K +10,478 New
AC
204
Anson Capital
Georgia
$504K +$122K +2,524 +32%
LPP
205
Life Planning Partners
Florida
$485K -$2.6K -54 -0.5%
GJIA
206
Glass Jacobson Investment Advisors
Maryland
$484K +$4.43K +92 +0.9%
MWM
207
Meridian Wealth Management
Kentucky
$483K -$23.4K -486 -5%
EIA
208
Eldridge Investment Advisors
New Hampshire
$483K -$1.69K -35 -0.3%
FOA
209
Five Oceans Advisors
California
$463K
RFP
210
RCS Financial Planning
Maryland
$460K +$15.4K +319 +3%
RCAG
211
Rehmann Capital Advisory Group
Michigan
$452K -$255K -5,287 -36%
DF
212
DecisionPoint Financial
Arizona
$450K
BWG
213
Beta Wealth Group
California
$445K +$8.38K +174 +2%
EWA
214
EverSource Wealth Advisors
Alabama
$444K
BH
215
Burk Holdings
Oklahoma
$438K +$33.5K +695 +8%
Citadel Advisors
216
Citadel Advisors
Florida
$435K +$435K +9,024 New
BI
217
Beckerman Institutional
New Jersey
$427K -$1.01K -21 -0.2%
Morgan Stanley
218
Morgan Stanley
New York
$423K -$48 -1 -0%
LCWP
219
Legacy Capital Wealth Partners
Arkansas
$414K +$819 +17 +0.2%
FPAS
220
Focus Partners Advisor Solutions
Missouri
$405K -$39.6M -822,317 -99%
KRW
221
Kaufman Rossin Wealth
Florida
$383K +$383K +7,947 New
ACA
222
Aptus Capital Advisors
Alabama
$379K -$2.55K -53 -0.7%
OA
223
Oceanside Advisors
South Carolina
$377K +$35.6K +738 +10%
PWP
224
Ponta Wealth Partners
Florida
$377K +$377K +7,827 New
E
225
Entelevest
Florida
$356K +$356K +7,397 New