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Dimensional National Municipal Bond ETF

271 hedge funds and large institutions have $1.74B invested in Dimensional National Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 156 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
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 Sellers

1 -$10.3M
2 -$9.39M
3 -$6.62M
4
HighTower Advisors
HighTower Advisors
Illinois
-$5.2M
5
EC
Elequin Capital
New York
-$4.78M
Name Holding Trade Value Shares
Change
Change in
Stake
FOA
201
Five Oceans Advisors
California
$461K
BI
202
Beckerman Institutional
New Jersey
$456K
WWWM
203
White Wing Wealth Management
Texas
$452K
DF
204
DecisionPoint Financial
Arizona
$448K
BWG
205
Beta Wealth Group
California
$446K
BH
206
Burk Holdings
Oklahoma
$443K
EWA
207
EverSource Wealth Advisors
Alabama
$442K
AWA
208
Acorn Wealth Advisors
Michigan
$427K
Morgan Stanley
209
Morgan Stanley
New York
$419K
VPF
210
Vantage Point Financial
Illinois
$413K
FIA
211
Foundations Investment Advisors
Arizona
$411K
CL
212
Choreo LLC
Illinois
$401K
LCWP
213
Legacy Capital Wealth Partners
Arkansas
$399K
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$394K
ACA
215
Aptus Capital Advisors
Alabama
$392K
Royal Bank of Canada
216
Royal Bank of Canada
Ontario, Canada
$387K
RCAG
217
Rehmann Capital Advisory Group
Michigan
$384K
MFG
218
Merit Financial Group
Georgia
$368K
OA
219
Oceanside Advisors
South Carolina
$367K
SAI
220
Savvy Advisors Inc
New York
$359K
AC
221
Avestar Capital
New York
$358K
OP
222
Oath Planning
Oklahoma
$351K
IA
223
Inspire Advisors
Idaho
$347K
CCMI
224
Creative Capital Management Investments
California
$345K
KRW
225
Kaufman Rossin Wealth
Florida
$339K