Dimensional National Municipal Bond ETF $DFNM Holdings Boosted by Dopkins Wealth Management LLC

Dopkins Wealth Management LLC grew its position in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 9.4% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 239,917 shares of the company’s stock after purchasing an additional 20,573 shares during the quarter. Dimensional National Municipal Bond ETF makes up about 4.6% of Dopkins Wealth Management LLC’s holdings, making the stock its 5th largest position. Dopkins Wealth Management LLC owned 0.56% of Dimensional National Municipal Bond ETF worth $11,499,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. MAI Capital Management acquired a new stake in shares of Dimensional National Municipal Bond ETF in the 3rd quarter valued at about $36,000. Geneos Wealth Management Inc. increased its position in 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 period. Blueline Advisors LLC acquired a new position in Dimensional National Municipal Bond ETF during the fourth quarter worth approximately $114,000. Cary Street Partners Investment Advisory LLC increased its position in 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 during the period. Finally, Advisory Services Network LLC purchased a new stake in Dimensional National Municipal Bond ETF in the third quarter valued at approximately $146,000.

Dimensional National Municipal Bond ETF Trading Up 0.1%

Shares of NYSEARCA DFNM opened at $48.26 on Thursday. Dimensional National Municipal Bond ETF has a twelve month low of $47.15 and a twelve month high of $48.87. The stock has a 50 day moving average of $48.23 and a two-hundred day moving average of $48.32.

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.