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Dimensional National Municipal Bond ETF

242 hedge funds and large institutions have $1.39B invested in Dimensional National Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 135 increasing their positions, 60 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
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
SIS
201
Strategic Investment Solutions
Illinois
$344K
OA
202
Oceanside Advisors
South Carolina
$340K
MT
203
Midwest Trust
Kansas
$333K
GAG
204
GM Advisory Group
New York
$333K
VPF
205
Vantage Point Financial
Illinois
$332K
TA
206
TFB Advisors
Kansas
$325K
AIP
207
Ameritas Investment Partners
Nebraska
$300K
PFG
208
Pinnacle Financial Group
Illinois
$299K
RLIM
209
Red Lighthouse Investment Management
New York
$295K
SWM
210
Seaside Wealth Management
California
$281K
CT
211
Colonial Trust
South Carolina
$280K
LFA
212
Level Financial Advisors
New York
$277K
EFP
213
Envision Financial Planning
Tennessee
$276K
CCMI
214
Creative Capital Management Investments
California
$275K
CAG
215
Csenge Advisory Group
Florida
$273K
T
216
Tableaux
Massachusetts
$270K
KWM
217
KFG Wealth Management
Indiana
$269K
CA
218
Clune & Associates
Illinois
$255K
HA
219
Hanover Advisors
South Carolina
$253K
OWA
220
Oak Wealth Advisors
Illinois
$238K
NWM
221
Navigoe Wealth Management
California
$195K
ME
222
McIlrath & Eck
Washington
$191K
SAM
223
Smartleaf Asset Management
Massachusetts
$182K
ASN
224
Advisory Services Network
Georgia
$146K
CSPIA
225
Cary Street Partners Investment Advisory
Virginia
$133K