Capstone Wealth Management LLC Makes New $625,000 Investment in Dimensional National Municipal Bond ETF $DFNM

Capstone Wealth Management LLC purchased a new stake in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) during the third quarter, according to its most recent filing with the SEC. The firm purchased 13,021 shares of the company’s stock, valued at approximately $625,000. Dimensional National Municipal Bond ETF accounts for 0.5% of Capstone Wealth Management LLC’s portfolio, making the stock its 26th biggest holding.

Other large investors have also recently made changes to their positions in the company. Comerica Bank boosted its position in Dimensional National Municipal Bond ETF by 42.4% during the first quarter. Comerica Bank now owns 7,711 shares of the company’s stock valued at $367,000 after purchasing an additional 2,297 shares in the last quarter. Entrewealth LLC lifted its position in shares of Dimensional National Municipal Bond ETF by 13.2% during the first quarter. Entrewealth LLC now owns 159,113 shares of the company’s stock valued at $7,569,000 after buying an additional 18,520 shares during the last quarter. Note Advisors LLC boosted its holdings in shares of Dimensional National Municipal Bond ETF by 25.9% in the 1st quarter. Note Advisors LLC now owns 18,957 shares of the company’s stock valued at $902,000 after buying an additional 3,898 shares in the last quarter. Betterment LLC grew its position in shares of Dimensional National Municipal Bond ETF by 21.0% in the 1st quarter. Betterment LLC now owns 11,700 shares of the company’s stock worth $557,000 after buying an additional 2,033 shares during the last quarter. Finally, Royal Bank of Canada grew its position in shares of Dimensional National Municipal Bond ETF by 6.5% in the 1st quarter. Royal Bank of Canada now owns 30,965 shares of the company’s stock worth $1,473,000 after buying an additional 1,889 shares during the last quarter.

Dimensional National Municipal Bond ETF Price Performance

NYSEARCA:DFNM opened at $48.10 on Friday. Dimensional National Municipal Bond ETF has a 52 week low of $46.24 and a 52 week high of $48.35. The firm has a 50 day moving average of $48.21 and a 200 day moving average of $47.78.

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.