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 New York $1.21T AUM 78.12% 1-Year Est. Return

Chico Wealth RIA Chico, California $192M AUM 33.02% 1-Year Est. Return

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PBMares Wealth Management Williamsburg, Virginia $617M AUM 13.03% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 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.