Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) Holdings Raised by Breakwater Capital Group

Breakwater Capital Group increased its stake in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 8.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,386 shares of the company’s stock after purchasing an additional 400 shares during the quarter. Breakwater Capital Group’s holdings in Dimensional National Municipal Bond ETF were worth $259,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of DFNM. LPL Financial LLC lifted its holdings in shares of Dimensional National Municipal Bond ETF by 11.6% in the third quarter. LPL Financial LLC now owns 205,522 shares of the company’s stock valued at $9,551,000 after buying an additional 21,414 shares during the period. Baker Avenue Asset Management LP lifted its holdings in Dimensional National Municipal Bond ETF by 89.5% in the 3rd quarter. Baker Avenue Asset Management LP now owns 49,361 shares of the company’s stock valued at $2,294,000 after acquiring an additional 23,310 shares during the last quarter. Mercer Global Advisors Inc. ADV bought a new position in shares of Dimensional National Municipal Bond ETF during the 3rd quarter valued at about $4,753,000. McIlrath & Eck LLC grew its stake in shares of Dimensional National Municipal Bond ETF by 1,135.4% in the 3rd quarter. McIlrath & Eck LLC now owns 4,645 shares of the company’s stock worth $216,000 after purchasing an additional 4,269 shares during the last quarter. Finally, Modera Wealth Management LLC raised its holdings in shares of Dimensional National Municipal Bond ETF by 4.4% in the 3rd quarter. Modera Wealth Management LLC now owns 79,172 shares of the company’s stock worth $3,679,000 after purchasing an additional 3,335 shares in the last quarter.

Dimensional National Municipal Bond ETF Stock Performance

Shares of NYSEARCA:DFNM opened at $47.77 on Monday. Dimensional National Municipal Bond ETF has a 1-year low of $46.10 and a 1-year high of $48.59. The company has a 50 day moving average price of $47.75 and a 200 day moving average price of $48.06.

Dimensional National Municipal Bond ETF Company Profile

The Dimensional National Municipal Bond ETF (DFNM) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is an actively managed ETF that provides exposure to intermediate-term, investment-grade municipal bonds that are exempt from federal income tax. DFNM was launched on Dec 15, 2021 and is managed by Dimensional.