Dimensional National Municipal Bond ETF $DFNM is Yardley Wealth Management LLC’s 4th Largest Position

Yardley Wealth Management LLC raised its holdings in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 6.4% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 302,487 shares of the company’s stock after buying an additional 18,259 shares during the period. Dimensional National Municipal Bond ETF makes up approximately 7.7% of Yardley Wealth Management LLC’s portfolio, making the stock its 4th largest position. Yardley Wealth Management LLC’s holdings in Dimensional National Municipal Bond ETF were worth $14,571,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Royal Bank of Canada raised its holdings in shares of Dimensional National Municipal Bond ETF by 6.5% in the 1st quarter. Royal Bank of Canada now owns 30,965 shares of the company’s stock valued at $1,473,000 after purchasing an additional 1,889 shares in the last quarter. NewEdge Advisors LLC raised its holdings in shares of Dimensional National Municipal Bond ETF by 160.9% in the 1st quarter. NewEdge Advisors LLC now owns 26,937 shares of the company’s stock valued at $1,281,000 after purchasing an additional 16,613 shares in the last quarter. Jane Street Group LLC raised its holdings in shares of Dimensional National Municipal Bond ETF by 32.5% in the 1st quarter. Jane Street Group LLC now owns 44,323 shares of the company’s stock valued at $2,108,000 after purchasing an additional 10,866 shares in the last quarter. Geneos Wealth Management Inc. raised its holdings in shares of Dimensional National Municipal Bond ETF by 292.0% in the 1st quarter. Geneos Wealth Management Inc. now owns 1,223 shares of the company’s stock valued at $58,000 after purchasing an additional 911 shares in the last quarter. Finally, Cetera Investment Advisers acquired a new stake in shares of Dimensional National Municipal Bond ETF in the 2nd quarter valued at $383,000.

Dimensional National Municipal Bond ETF Stock Performance

Shares of DFNM opened at $48.19 on Friday. Dimensional National Municipal Bond ETF has a twelve month low of $47.09 and a twelve month high of $48.87. The firm’s fifty day simple moving average is $48.24 and its 200-day simple moving average is $48.32.

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.