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Dimensional National Municipal Bond ETF

237 hedge funds and large institutions have $1.27B invested in Dimensional National Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 105 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.18%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.32%
New
22
Increased
105
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TI
1
Truepoint Inc
Ohio
$125M -$4.62M -97,421 -4%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$99.2M +$4.2M +88,557 +4%
FG
3
Foster Group
Iowa
$71.3M +$18.9M +399,029 +36%
GM
4
GeoWealth Management
Illinois
$40.9M -$787K -16,592 -2%
BHWM
5
Beaird Harris Wealth Management
Texas
$39M +$897K +18,918 +2%
Pathstone Holdings
6
Pathstone Holdings
New Jersey
$37.6M +$2.13M +44,919 +6%
RK
7
Rather & Kittrell
Tennessee
$37.1M +$710K +14,971 +2%
SFA
8
Sequoia Financial Advisors
Ohio
$37.1M +$1.75M +36,904 +5%
FPAS
9
Focus Partners Advisor Solutions
Missouri
$32.9M -$3.48M -73,359 -10%
MW
10
MBL Wealth
North Carolina
$31.6M -$1.27M -26,798 -4%
AC
11
Apella Capital
Connecticut
$29M -$1.52M -32,091 -5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$27.9M +$195K +4,101 +0.7%
HighTower Advisors
13
HighTower Advisors
Illinois
$27.4M +$1.36M +28,575 +5%
MWM
14
Mattern Wealth Management
Kansas
$26.3M +$11.3M +238,523 +76%
PWM
15
PBMares Wealth Management
Virginia
$24.2M +$958K +20,204 +4%
AC
16
AWM Capital
Arizona
$22.4M +$6.1M +128,608 +37%
LPL Financial
17
LPL Financial
California
$19M +$4.66M +98,271 +33%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$18.2M -$1.72M -36,288 -9%
AWM
19
Austin Wealth Management
Texas
$17.9M -$12.5M -264,160 -41%
HIA
20
HFM Investment Advisors
New Jersey
$17.6M +$257K +5,415 +1%
AL
21
Aspiriant LLC
California
$16.5M +$16.1M +339,966 +4,541%
AssetMark Inc
22
AssetMark Inc
California
$16M -$3.13M -65,998 -16%
RIP
23
RAM Investment Partners
Washington
$15.9M -$4.29M -90,435 -21%
Bank of America
24
Bank of America
North Carolina
$14.6M -$435K -9,178 -3%
YWM
25
Yardley Wealth Management
Pennsylvania
$13.3M -$810K -17,080 -6%