Dimensional National Municipal Bond ETF
DFNM
29 hedge funds and large institutions have $711M invested in Dimensional National Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 3 closing their positions.
2,957% more capital invested
Capital invested by funds: $23.3M → $711M (+$688M)
633% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 3
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
190% more funds holding
Funds holding: 10 → 29 (+19)
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
14.47% less ownership
Funds ownership: 71.03% → 56.56% (-14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCA
Resonant Capital Advisors
Madison,
Wisconsin
|
+$8.96M |
| 2 |
WFA
Websterrogers Financial Advisors
Florence,
South Carolina
|
+$5.19M |
| 3 |
LWMNY
Landmark Wealth Management (New York)
Melville,
New York
|
+$4.32M |
| 4 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$3.15M |
| 5 |
RRC
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
+$2.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.86M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$3.21M |
| 3 |
SHWM
Silicon Hills Wealth Management
Austin,
Texas
|
-$530K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$431K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$42.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HA
26
Herold Advisors
New York
| $73.7K | +$75.1K | +1,520 | New |
|
|
GRP
27
Global Retirement Partners
San Rafael,
California
| $43K | +$44.8K | +906 | New |
|
|
28
UBS Group
Zurich,
Switzerland
| $29K | -$42.3K | -856 | -59% |
|
|
DI
29
Disciplined Investments
Tulsa,
Oklahoma
| $29K | +$30K | +608 | New |
|
|
OMC
30
Old Mission Capital
Chicago,
Illinois
| – | -$3.86M | -76,608 | Closed |
|
|
SHWM
31
Silicon Hills Wealth Management
Austin,
Texas
| – | -$530K | -10,517 | Closed |
|
|
32
Citadel Advisors
Miami,
Florida
| – | -$431K | -8,560 | Closed |
|
DFNM Hedge Fund Activity: Q1 2022 in Review
29 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional National Municipal Bond ETF (DFNM) for Q1 2022, worth a combined $711M — up 2,957% from $23.3M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new DFNM positions and 3 closed out — a net gain of 19 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Resonant Capital Advisors, opening a new position worth an estimated $8.96M. The largest seller was Old Mission Capital, exiting entirely with an estimated $3.86M sold.
- 29 institutional investors held Dimensional National Municipal Bond ETF (DFNM) as of Q1 2022, up from 10 in Q4 2021.
- Funds reported $711M of Dimensional National Municipal Bond ETF stock for Q1 2022, up 2,957% quarter-over-quarter.
- 22 funds opened new Dimensional National Municipal Bond ETF positions in Q1 2022 and 3 closed out, a net change of +19 holders.
- The largest Dimensional National Municipal Bond ETF buyer in Q1 2022 was Resonant Capital Advisors, an estimated $8.96M added.
- The largest Dimensional National Municipal Bond ETF seller in Q1 2022 was Old Mission Capital, an estimated $3.86M sold.
Based on aggregated 13F filings for Q1 2022.