Wealth Enhancement Advisory Services LLC lifted its stake in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM – Free Report) by 2.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 488,958 shares of the company’s stock after purchasing an additional 12,541 shares during the quarter. Wealth Enhancement Advisory Services LLC owned about 1.88% of Dimensional National Municipal Bond ETF worth $23,734,000 at the end of the most recent reporting period.
Other large investors also recently made changes to their positions in the company. Spinnaker Investment Group LLC boosted its holdings in Dimensional National Municipal Bond ETF by 41.7% in the first quarter. Spinnaker Investment Group LLC now owns 14,431 shares of the company’s stock worth $694,000 after acquiring an additional 4,248 shares in the last quarter. J.W. Cole Advisors Inc. acquired a new position in shares of Dimensional National Municipal Bond ETF during the first quarter worth approximately $400,000. McCarthy & Cox bought a new position in shares of Dimensional National Municipal Bond ETF in the 1st quarter worth $677,000. Envision Financial Planning LLC grew its position in Dimensional National Municipal Bond ETF by 11.0% in the 1st quarter. Envision Financial Planning LLC now owns 5,869 shares of the company’s stock valued at $282,000 after purchasing an additional 581 shares during the period. Finally, Elevate Wealth Advisory Inc. increased its stake in Dimensional National Municipal Bond ETF by 25.0% during the 1st quarter. Elevate Wealth Advisory Inc. now owns 39,717 shares of the company’s stock valued at $1,910,000 after purchasing an additional 7,931 shares in the last quarter.
Dimensional National Municipal Bond ETF Stock Performance
DFNM opened at $47.96 on Monday. Dimensional National Municipal Bond ETF has a 1-year low of $46.16 and a 1-year high of $48.67. The company’s fifty day moving average price is $48.34 and its two-hundred day moving average price is $48.04.
About Dimensional National Municipal Bond ETF
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.
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