Cogent Strategic Wealth LLC acquired a new position in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 11,403 shares of the company’s stock, valued at approximately $552,000. Dimensional National Municipal Bond ETF makes up approximately 0.6% of Cogent Strategic Wealth LLC’s investment portfolio, making the stock its 25th biggest holding.
Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. MAI Capital Management acquired a new stake in Dimensional National Municipal Bond ETF in the third quarter valued at approximately $36,000. Geneos Wealth Management Inc. grew its stake in shares of Dimensional National Municipal Bond ETF by 292.0% during the first quarter. Geneos Wealth Management Inc. now owns 1,223 shares of the company’s stock worth $58,000 after buying an additional 911 shares during the last quarter. Blueline Advisors LLC acquired a new position in shares of Dimensional National Municipal Bond ETF during the fourth quarter worth $114,000. Cary Street Partners Investment Advisory LLC increased its holdings in shares of Dimensional National Municipal Bond ETF by 32.1% during the third quarter. Cary Street Partners Investment Advisory LLC now owns 2,775 shares of the company’s stock worth $133,000 after buying an additional 674 shares in the last quarter. Finally, Advisory Services Network LLC bought a new position in shares of Dimensional National Municipal Bond ETF in the 3rd quarter valued at $146,000.
Dimensional National Municipal Bond ETF Price Performance
NYSEARCA DFNM opened at $48.38 on Friday. Dimensional National Municipal Bond ETF has a twelve month low of $47.15 and a twelve month high of $48.87. The business’s fifty day moving average is $48.23 and its 200 day moving average is $48.31.
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.
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