Dimensional National Municipal Bond ETF $DFNM Shares Bought by West Financial Advisors LLC

West Financial Advisors LLC raised its position in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 6.8% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 215,661 shares of the company’s stock after purchasing an additional 13,722 shares during the period. Dimensional National Municipal Bond ETF accounts for 1.6% of West Financial Advisors LLC’s investment portfolio, making the stock its 15th largest holding. West Financial Advisors LLC’s holdings in Dimensional National Municipal Bond ETF were worth $10,424,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. White Wing Wealth Management lifted its position in shares of Dimensional National Municipal Bond ETF by 288.7% during the 2nd quarter. White Wing Wealth Management now owns 36,648 shares of the company’s stock worth $1,771,000 after purchasing an additional 27,220 shares during the last quarter. Apella Capital LLC increased its holdings in Dimensional National Municipal Bond ETF by 20.5% in the second quarter. Apella Capital LLC now owns 1,590,906 shares of the company’s stock valued at $76,814,000 after buying an additional 270,730 shares during the last quarter. 55 North Private Wealth LLC increased its holdings in Dimensional National Municipal Bond ETF by 78.4% in the second quarter. 55 North Private Wealth LLC now owns 211,718 shares of the company’s stock valued at $10,233,000 after buying an additional 93,013 shares during the last quarter. Evanson Financial LLC purchased a new position in Dimensional National Municipal Bond ETF in the second quarter valued at $1,694,000. Finally, Pioneer Wealth Management Group acquired a new stake in Dimensional National Municipal Bond ETF in the second quarter valued at $1,092,000.

Dimensional National Municipal Bond ETF Stock Up 0.1%

Shares of NYSEARCA DFNM opened at $47.85 on Friday. The business has a 50-day moving average of $48.12 and a two-hundred day moving average of $48.27. Dimensional National Municipal Bond ETF has a 1 year low of $47.27 and a 1 year high of $48.87.

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.