Dimensional National Municipal Bond ETF $DFNM Stake Lifted by Mills Wealth Advisors LLC

Mills Wealth Advisors LLC boosted its holdings in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 15.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 188,831 shares of the company’s stock after acquiring an additional 24,800 shares during the period. Dimensional National Municipal Bond ETF comprises about 2.8% of Mills Wealth Advisors LLC’s portfolio, making the stock its 9th largest position. Mills Wealth Advisors LLC’s holdings in Dimensional National Municipal Bond ETF were worth $8,692,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Navigoe LLC raised its holdings in shares of Dimensional National Municipal Bond ETF by 5.6% in the 1st quarter. Navigoe LLC now owns 4,309 shares of the company’s stock valued at $206,000 after purchasing an additional 227 shares in the last quarter. Henrickson Nauta Wealth Advisors Inc. purchased a new stake in shares of Dimensional National Municipal Bond ETF in the 2nd quarter worth approximately $229,000. Apollon Financial LLC purchased a new stake in shares of Dimensional National Municipal Bond ETF in the 1st quarter worth approximately $246,000. Quantinno Capital Management LP bought a new position in shares of Dimensional National Municipal Bond ETF during the first quarter valued at approximately $246,000. Finally, Arkadios Wealth Advisors bought a new position in shares of Dimensional National Municipal Bond ETF during the first quarter valued at approximately $250,000.

Dimensional National Municipal Bond ETF Trading Up 0.6%

NYSEARCA DFNM opened at $46.93 on Friday. The firm’s 50 day moving average price is $46.84 and its 200-day moving average price is $47.68. Dimensional National Municipal Bond ETF has a 52-week low of $45.70 and a 52-week high of $48.87.

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.