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Dimensional National Municipal Bond ETF

10 hedge funds and large institutions have $23.3M invested in Dimensional National Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

71.03% more ownership

Funds ownership: 0%71.03% (+71%)

Holders
10
Holders Change
+10
Holders Change %
% of All Funds
0.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$10.1M +$10.1M +200,000 New
RRC
2
Relaxing Retirement Coach
Massachusetts
$6.88M +$6.87M +136,521 New
OMC
3
Old Mission Capital
Illinois
$3.86M +$3.86M +76,608 New
Jane Street
4
Jane Street
New York
$772K +$771K +15,314 New
SHWM
5
Silicon Hills Wealth Management
Texas
$530K +$529K +10,517 New
Citadel Advisors
6
Citadel Advisors
Florida
$431K +$431K +8,560 New
LWAC
7
Laurel Wealth Advisors (California)
California
$376K +$376K +7,461 New
SC
8
Shearwater Capital
Colorado
$244K +$244K +4,849 New
UBS Group
9
UBS Group
Switzerland
$73K +$72.8K +1,446 New
IA
10
IFP Advisors
Florida
$20K +$20K +398 New

DFNM Hedge Fund Activity: Q4 2021 in Review

10 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dimensional National Municipal Bond ETF (DFNM) for Q4 2021, worth a combined $23.3M.

Buyers outnumbered sellers: 10 funds opened new DFNM positions and 0 closed out — a net gain of 10 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Dimensional Fund Advisors, opening a new position worth an estimated $10.1M.

  • 10 institutional investors held Dimensional National Municipal Bond ETF (DFNM) as of Q4 2021, up from 0 in Q3 2021.
  • Funds reported $23.3M of Dimensional National Municipal Bond ETF stock for Q4 2021.
  • 10 funds opened new Dimensional National Municipal Bond ETF positions in Q4 2021 and 0 closed out, a net change of +10 holders.
  • The largest Dimensional National Municipal Bond ETF buyer in Q4 2021 was Dimensional Fund Advisors, an estimated $10.1M added.

Based on aggregated 13F filings for Q4 2021.