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Dimensional National Municipal Bond ETF

272 hedge funds and large institutions have $1.61B invested in Dimensional National Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 145 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
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
+$20.2M
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
MW
201
Merited Wealth
Florida
$505K
AC
202
Anson Capital
Georgia
$504K
VCP
203
Verus Capital Partners
Arizona
$496K
LPP
204
Life Planning Partners
Florida
$485K
GJIA
205
Glass Jacobson Investment Advisors
Maryland
$484K
MWM
206
Meridian Wealth Management
Kentucky
$483K
EIA
207
Eldridge Investment Advisors
New Hampshire
$483K
FOA
208
Five Oceans Advisors
California
$463K
RFP
209
RCS Financial Planning
Maryland
$460K
RCAG
210
Rehmann Capital Advisory Group
Michigan
$452K
DF
211
DecisionPoint Financial
Arizona
$450K
BWG
212
Beta Wealth Group
California
$445K
EWA
213
EverSource Wealth Advisors
Alabama
$444K
BH
214
Burk Holdings
Oklahoma
$438K
Citadel Advisors
215
Citadel Advisors
Florida
$435K
BI
216
Beckerman Institutional
New Jersey
$427K
Morgan Stanley
217
Morgan Stanley
New York
$423K
LCWP
218
Legacy Capital Wealth Partners
Arkansas
$414K
FPAS
219
Focus Partners Advisor Solutions
Missouri
$405K
KRW
220
Kaufman Rossin Wealth
Florida
$383K
ACA
221
Aptus Capital Advisors
Alabama
$379K
OA
222
Oceanside Advisors
South Carolina
$377K
PWP
223
Ponta Wealth Partners
Florida
$377K
E
224
Entelevest
Florida
$356K
DWA
225
Delap Wealth Advisory
Oregon
$356K