Dimensional National Municipal Bond ETF $DFNM Shares Bought by Truepoint Inc.

Truepoint Inc. grew its position in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 4.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,974,080 shares of the company’s stock after acquiring an additional 114,271 shares during the quarter. Dimensional National Municipal Bond ETF makes up approximately 3.2% of Truepoint Inc.’s holdings, making the stock its 10th largest position. Truepoint Inc. owned 7.22% of Dimensional National Municipal Bond ETF worth $143,261,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Allworth Financial LP grew its position in shares of Dimensional National Municipal Bond ETF by 32.2% during the 3rd quarter. Allworth Financial LP now owns 81,219 shares of the company’s stock valued at $3,897,000 after buying an additional 19,795 shares during the last quarter. 25 LLC raised its stake in Dimensional National Municipal Bond ETF by 214.7% during the fourth quarter. 25 LLC now owns 202,601 shares of the company’s stock worth $9,759,000 after acquiring an additional 138,229 shares during the period. Aspiriant LLC lifted its holdings in Dimensional National Municipal Bond ETF by 9.0% in the fourth quarter. Aspiriant LLC now owns 400,076 shares of the company’s stock worth $19,272,000 after acquiring an additional 33,027 shares during the last quarter. Vested Financial Planning LLC boosted its stake in Dimensional National Municipal Bond ETF by 5.6% in the fourth quarter. Vested Financial Planning LLC now owns 204,324 shares of the company’s stock valued at $9,842,000 after acquiring an additional 10,800 shares during the period. Finally, Warburton Capital Management LLC boosted its stake in Dimensional National Municipal Bond ETF by 89.3% in the fourth quarter. Warburton Capital Management LLC now owns 43,055 shares of the company’s stock valued at $2,073,000 after acquiring an additional 20,314 shares during the period.

Dimensional National Municipal Bond ETF Stock Down 0.1%

NYSEARCA:DFNM opened at $48.26 on Thursday. The stock has a 50 day moving average of $48.19 and a 200-day moving average of $48.31. Dimensional National Municipal Bond ETF has a 52 week low of $47.15 and a 52 week high of $48.87.

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.