BWM Planning LLC Has $2.12 Million Stock Position in Dimensional National Municipal Bond ETF $DFNM

BWM Planning LLC boosted its holdings in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 310.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 44,072 shares of the company’s stock after purchasing an additional 33,346 shares during the quarter. BWM Planning LLC’s holdings in Dimensional National Municipal Bond ETF were worth $2,123,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. MAI Capital Management bought a new stake in shares of Dimensional National Municipal Bond ETF in the 3rd quarter worth $36,000. Geneos Wealth Management Inc. grew its position in shares of Dimensional National Municipal Bond ETF by 292.0% during the 1st quarter. Geneos Wealth Management Inc. now owns 1,223 shares of the company’s stock valued at $58,000 after acquiring an additional 911 shares during the period. CWM LLC increased its stake in shares of Dimensional National Municipal Bond ETF by 143.7% during the 3rd quarter. CWM LLC now owns 2,052 shares of the company’s stock worth $98,000 after purchasing an additional 1,210 shares during the last quarter. Cary Street Partners Investment Advisory LLC increased its stake in shares of Dimensional National Municipal Bond ETF by 32.1% during the 3rd quarter. Cary Street Partners Investment Advisory LLC now owns 2,775 shares of the company’s stock worth $133,000 after purchasing an additional 674 shares during the last quarter. Finally, Advisory Services Network LLC bought a new stake in shares of Dimensional National Municipal Bond ETF in the 3rd quarter worth approximately $146,000.

Dimensional National Municipal Bond ETF Trading Up 0.1%

Dimensional National Municipal Bond ETF stock opened at $47.82 on Friday. The business’s 50 day simple moving average is $48.50 and its 200 day simple moving average is $48.29. Dimensional National Municipal Bond ETF has a 12 month low of $46.24 and a 12 month 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.