Dimensional National Municipal Bond ETF $DFNM Shares Acquired by JDH Wealth Management LLC

JDH Wealth Management LLC boosted its position in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 160.0% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 43,818 shares of the company’s stock after buying an additional 26,965 shares during the period. Dimensional National Municipal Bond ETF makes up approximately 1.2% of JDH Wealth Management LLC’s portfolio, making the stock its 18th biggest position. JDH Wealth Management LLC’s holdings in Dimensional National Municipal Bond ETF were worth $2,017,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Apella Capital LLC lifted its stake in Dimensional National Municipal Bond ETF by 93.6% during the 1st quarter. Apella Capital LLC now owns 1,320,176 shares of the company’s stock valued at $63,897,000 after acquiring an additional 638,280 shares in the last quarter. Aspiriant LLC purchased a new position in Dimensional National Municipal Bond ETF during the 3rd quarter worth $20,393,000. AWM Capital LLC grew its stake in shares of Dimensional National Municipal Bond ETF by 55.5% in the 3rd quarter. AWM Capital LLC now owns 1,127,167 shares of the company’s stock worth $51,884,000 after acquiring an additional 402,115 shares in the last quarter. Collective Family Office LLC grew its stake in shares of Dimensional National Municipal Bond ETF by 186.1% in the 3rd quarter. Collective Family Office LLC now owns 348,740 shares of the company’s stock worth $16,053,000 after acquiring an additional 226,837 shares in the last quarter. Finally, Confluence Investment Management LLC bought a new stake in shares of Dimensional National Municipal Bond ETF in the 3rd quarter worth $8,348,000.

Dimensional National Municipal Bond ETF Stock Performance

Shares of DFNM stock opened at $46.71 on Tuesday. The firm has a 50-day moving average of $46.91 and a 200-day moving average of $47.71. Dimensional National Municipal Bond ETF has a one year low of $45.70 and a one year 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.