Dimensional Fund Advisors
DFNM icon

Dimensional Fund Advisors’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Dimensional Fund Advisors’s Portfolio DFNM Stock Details DFNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-135,000
Closed -$654M – 3476
2022
Q1 		$654M Sell
135,000
-65,000
-33% -$3.21M 0.2% 61
2021
Q4 		$10.1M Buy
+200,000
New +$10.1M ﹤0.01% 2299

Other funds holding DFNM

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CWR
Chico Wealth RIA Chico, California $164M AUM 24.86% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PWM
PBMares Wealth Management Williamsburg, Virginia $617M AUM 13.03% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Dimensional Fund Advisors's DFNM Position: Q2 2022 in Review

Dimensional Fund Advisors sold out of Dimensional National Municipal Bond ETF (DFNM) in Q2 2022, closing a stake of 135,000 shares — an estimated $654M sold.

Dimensional Fund Advisors first reported a position in DFNM in Q4 2021 and held it in 2 quarters. The position peaked at $654M in Q1 2022. 59 funds tracked by Wall St. Rank hold DFNM as of Q2 2022.

  • Dimensional Fund Advisors reported no remaining Dimensional National Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Dimensional Fund Advisors sold 135,000 Dimensional National Municipal Bond ETF shares in Q2 2022, an estimated $654M.
  • Dimensional Fund Advisors first reported a position in Dimensional National Municipal Bond ETF in Q4 2021 and held it in 2 quarters.
  • Dimensional Fund Advisors's Dimensional National Municipal Bond ETF position peaked at $654M in Q1 2022.
  • 59 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q2 2022.

Based on Dimensional Fund Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.