Dopkins Wealth Management LLC Purchases 53,447 Shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM)

Dopkins Wealth Management LLC increased its stake in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 1,299.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 57,559 shares of the company’s stock after purchasing an additional 53,447 shares during the period. Dimensional National Municipal Bond ETF accounts for 1.4% of Dopkins Wealth Management LLC’s portfolio, making the stock its 16th largest holding. Dopkins Wealth Management LLC owned about 0.22% of Dimensional National Municipal Bond ETF worth $2,750,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently bought and sold shares of the stock. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors grew its holdings in shares of Dimensional National Municipal Bond ETF by 5,195.7% in the 4th quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 3,943,633 shares of the company’s stock valued at $188,387,000 after buying an additional 3,869,164 shares during the period. Strathmore Capital Advisors Inc. acquired a new position in shares of Dimensional National Municipal Bond ETF in the 4th quarter valued at $17,561,000. Yardley Wealth Management LLC acquired a new position in shares of Dimensional National Municipal Bond ETF in the 3rd quarter valued at $12,247,000. Life Planning Partners Inc acquired a new position in shares of Dimensional National Municipal Bond ETF in the 4th quarter valued at $11,866,000. Finally, Vested Financial Planning LLC acquired a new position in shares of Dimensional National Municipal Bond ETF in the 4th quarter valued at $8,924,000.

Dimensional National Municipal Bond ETF Stock Down 0.0 %

Shares of NYSEARCA DFNM opened at $47.79 on Tuesday. Dimensional National Municipal Bond ETF has a 1-year low of $47.40 and a 1-year high of $48.67. The company has a fifty day moving average price of $47.93 and a 200 day moving average price of $48.09.

Dimensional National Municipal Bond ETF 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.