Dimensional National Municipal Bond ETF $DFNM Shares Purchased by LJI Wealth Management LLC

LJI Wealth Management LLC increased its position in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 2.4% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,043 shares of the company’s stock after acquiring an additional 212 shares during the period. LJI Wealth Management LLC’s holdings in Dimensional National Municipal Bond ETF were worth $429,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of the stock. Truepoint Inc. increased its holdings in Dimensional National Municipal Bond ETF by 1.3% during the 1st quarter. Truepoint Inc. now owns 2,735,267 shares of the company’s stock worth $130,117,000 after purchasing an additional 35,169 shares during the period. Focus Partners Wealth increased its holdings in Dimensional National Municipal Bond ETF by 3.8% during the 1st quarter. Focus Partners Wealth now owns 2,001,930 shares of the company’s stock worth $95,232,000 after purchasing an additional 73,017 shares during the period. Foster Group Inc. increased its holdings in Dimensional National Municipal Bond ETF by 36.1% during the 2nd quarter. Foster Group Inc. now owns 1,503,402 shares of the company’s stock worth $71,306,000 after purchasing an additional 399,029 shares during the period. Sequoia Financial Advisors LLC increased its holdings in Dimensional National Municipal Bond ETF by 5.0% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 781,593 shares of the company’s stock worth $37,071,000 after purchasing an additional 36,904 shares during the period. Finally, Focus Partners Advisor Solutions LLC increased its holdings in Dimensional National Municipal Bond ETF by 63.9% during the 1st quarter. Focus Partners Advisor Solutions LLC now owns 767,754 shares of the company’s stock worth $36,522,000 after purchasing an additional 299,407 shares during the period.

Dimensional National Municipal Bond ETF Stock Performance

Shares of NYSEARCA DFNM opened at $48.26 on Friday. The stock’s 50-day moving average is $47.87 and its two-hundred day moving average is $47.48. Dimensional National Municipal Bond ETF has a 1-year low of $46.24 and a 1-year high of $48.49.

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.