Vested Financial Planning LLC Purchases 42,456 Shares of Dimensional National Municipal Bond ETF $DFNM

Vested Financial Planning LLC increased its position in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 21.0% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 245,079 shares of the company’s stock after acquiring an additional 42,456 shares during the period. Dimensional National Municipal Bond ETF makes up about 7.9% of Vested Financial Planning LLC’s portfolio, making the stock its 4th biggest holding. Vested Financial Planning LLC owned about 0.52% of Dimensional National Municipal Bond ETF worth $11,846,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Wheelhouse Advisory Group LLC grew its stake in Dimensional National Municipal Bond ETF by 15.0% during the 2nd quarter. Wheelhouse Advisory Group LLC now owns 318,359 shares of the company’s stock valued at $15,388,000 after purchasing an additional 41,416 shares during the last quarter. Safeguard Investment Advisory Group LLC increased its holdings in shares of Dimensional National Municipal Bond ETF by 6.9% in the second quarter. Safeguard Investment Advisory Group LLC now owns 19,697 shares of the company’s stock valued at $952,000 after purchasing an additional 1,274 shares during the period. DiNuzzo Private Wealth Inc. raised its stake in shares of Dimensional National Municipal Bond ETF by 2.5% in the second quarter. DiNuzzo Private Wealth Inc. now owns 88,249 shares of the company’s stock worth $4,266,000 after purchasing an additional 2,154 shares during the last quarter. Friday Financial raised its stake in shares of Dimensional National Municipal Bond ETF by 21.1% in the second quarter. Friday Financial now owns 16,717 shares of the company’s stock worth $807,000 after purchasing an additional 2,911 shares during the last quarter. Finally, Sax Wealth Advisors LLC raised its stake in shares of Dimensional National Municipal Bond ETF by 9.4% in the second quarter. Sax Wealth Advisors LLC now owns 45,084 shares of the company’s stock worth $2,161,000 after purchasing an additional 3,885 shares during the last quarter.

Dimensional National Municipal Bond ETF Stock Down 0.1%

Dimensional National Municipal Bond ETF stock opened at $47.25 on Friday. The stock has a 50-day moving average price of $47.85 and a 200 day moving average price of $48.14. Dimensional National Municipal Bond ETF has a 52 week low of $47.25 and a 52 week 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.