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Dimensional National Municipal Bond ETF

274 hedge funds and large institutions have $1.62B invested in Dimensional National Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 146 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 12

165% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 55

24% more funds holding in top 10

Funds holding in top 10: 2531 (+6)

17% more capital invested

Capital invested by funds: $1.39B → $1.62B (+$230M)

12% more funds holding

Funds holding: 245274 (+29)

1.34% more ownership

Funds ownership: 83.18%84.52% (+1.3%)

Holders
274
Holders Change
+29
Holders Change %
+11.84%
% of All Funds
3.33%
Holding in Top 10
31
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+24%
% of All Funds
0.38%
New
46
Increased
146
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$176M +$52.7M +1,093,169 +43%
TI
2
Truepoint Inc
Ohio
$143M +$5.51M +114,271 +4%
FG
3
Foster Group
Iowa
$70.6M -$1.23M -25,508 -2%
SP
4
Symmetry Partners
Connecticut
$63.9M +$63.9M +1,326,778 New
GM
5
GeoWealth Management
Illinois
$42.5M +$890K +18,481 +2%
SFA
6
Sequoia Financial Advisors
Ohio
$40.9M +$1.54M +32,051 +4%
BHWM
7
Beaird Harris Wealth Management
Texas
$40.8M +$556K +11,530 +1%
RK
8
Rather & Kittrell
Tennessee
$40.3M +$3.15M +65,302 +8%
Pathstone Holdings
9
Pathstone Holdings
New Jersey
$38.8M -$334K -6,936 -0.9%
MW
10
MBL Wealth
North Carolina
$34.1M +$1.29M +26,680 +4%
AC
11
AWM Capital
Arizona
$33.7M +$2.27M +47,131 +7%
HighTower Advisors
12
HighTower Advisors
Illinois
$33.6M +$3.91M +81,158 +13%
AC
13
Apella Capital
Connecticut
$32.8M +$1.21M +25,054 +4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$29.5M +$179K +3,721 +0.6%
MWM
15
Mattern Wealth Management
Kansas
$25.6M +$85.8K +1,780 +0.3%
SC
16
Savant Capital
Illinois
$25.2M +$20.2M +418,722 +399%
AWM
17
Austin Wealth Management
Texas
$25.2M +$3.41M +70,862 +16%
RIP
18
RAM Investment Partners
Washington
$24.5M +$4.56M +94,581 +23%
WA
19
Waterford Advisors
New York
$23.8M +$25.4M +527,277 New
LPL Financial
20
LPL Financial
California
$23.1M +$2.68M +55,620 +13%
AL
21
Aspiriant LLC
California
$19.3M +$1.59M +33,027 +9%
HIA
22
HFM Investment Advisors
New Jersey
$17.7M -$404K -8,391 -2%
GLLW
23
Graves Light Lenhart Wealth
Virginia
$17.4M +$4.22M +87,639 +32%
Bank of America
24
Bank of America
North Carolina
$17.4M +$935K +19,398 +6%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$16.7M -$411K -8,537 -2%