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Dimensional National Municipal Bond ETF

246 hedge funds and large institutions have $1.4B invested in Dimensional National Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 136 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 62

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $1.29B → $1.4B (+$107M)

4% more funds holding in top 10

Funds holding in top 10: 2526 (+1)

2% more funds holding

Funds holding: 241246 (+5)

1.2% more ownership

Funds ownership: 82.42%83.63% (+1.2%)

Holders
246
Holders Change
+5
Holders Change %
+2.07%
% of All Funds
3.23%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.34%
New
22
Increased
136
Reduced
62
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Truepoint Inc
Ohio
$137M +$10.6M +221,963 +8%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$123M +$22.8M +479,262 +23%
FG
3
Foster Group
Iowa
$71.6M -$576K -12,119 -0.8%
GM
4
GeoWealth Management
Illinois
$41.5M +$99.7K +2,096 +0.2%
BHWM
5
Beaird Harris Wealth Management
Texas
$40.1M +$682K +14,342 +2%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$39.9M +$6.48M +136,333 +20%
SFA
7
Sequoia Financial Advisors
Ohio
$39.2M +$1.72M +36,228 +5%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$39M +$877K +18,446 +2%
RK
9
Rather & Kittrell
Tennessee
$37M -$527K -11,075 -1%
MW
10
MBL Wealth
North Carolina
$32.6M +$633K +13,302 +2%
AC
11
Apella Capital
Connecticut
$31.7M +$2.16M +45,450 +7%
AC
12
AWM Capital
Arizona
$31.4M +$8.62M +181,214 +38%
HighTower Advisors
13
HighTower Advisors
Illinois
$29.5M +$1.76M +36,934 +6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$29.2M +$915K +19,232 +3%
PWM
15
PBMares Wealth Management
Virginia
$25.7M +$1.29M +27,075 +5%
MWM
16
Mattern Wealth Management
Kansas
$25.4M -$1.17M -24,570 -4%
AWM
17
Austin Wealth Management
Texas
$21.7M +$3.43M +72,077 +19%
LPL Financial
18
LPL Financial
California
$20.3M +$1.12M +23,578 +6%
RIP
19
RAM Investment Partners
Washington
$19.9M +$3.74M +78,741 +23%
HIA
20
HFM Investment Advisors
New Jersey
$18M +$240K +5,048 +1%
AL
21
Aspiriant LLC
California
$17.6M +$932K +19,597 +6%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$17M -$1.44M -30,342 -8%
Bank of America
23
Bank of America
North Carolina
$16.4M +$1.6M +33,736 +11%
AssetMark Inc
24
AssetMark Inc
California
$16.1M -$124K -2,616 -0.8%
YWM
25
Yardley Wealth Management
Pennsylvania
$13.6M +$191K +4,022 +1%