Dimensional National Municipal Bond ETF $DFNM Stock Position Raised by Guardian Wealth Management LLC

Guardian Wealth Management LLC grew its position in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 25.9% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 186,884 shares of the company’s stock after buying an additional 38,488 shares during the quarter. Dimensional National Municipal Bond ETF makes up about 2.7% of Guardian Wealth Management LLC’s investment portfolio, making the stock its 15th largest holding. Guardian Wealth Management LLC owned approximately 0.43% of Dimensional National Municipal Bond ETF worth $8,957,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in DFNM. Symmetry Partners LLC acquired a new position in Dimensional National Municipal Bond ETF in the fourth quarter worth approximately $63,911,000. Focus Partners Wealth lifted its stake in shares of Dimensional National Municipal Bond ETF by 42.5% in the fourth quarter. Focus Partners Wealth now owns 3,662,918 shares of the company’s stock worth $176,443,000 after buying an additional 1,093,169 shares during the last quarter. Apella Capital LLC lifted its position in Dimensional National Municipal Bond ETF by 93.6% during the 1st quarter. Apella Capital LLC now owns 1,320,176 shares of the company’s stock worth $63,897,000 after acquiring an additional 638,280 shares during the last quarter. Waterford Advisors LLC bought a new position in shares of Dimensional National Municipal Bond ETF in the fourth quarter worth about $23,838,000. Finally, Savant Capital LLC lifted its holdings in shares of Dimensional National Municipal Bond ETF by 357.0% during the fourth quarter. Savant Capital LLC now owns 523,582 shares of the company’s stock worth $25,221,000 after buying an additional 409,014 shares during the last quarter.

Dimensional National Municipal Bond ETF Price Performance

Shares of DFNM opened at $48.30 on Monday. The company has a 50-day simple moving average of $48.23 and a 200-day simple moving average of $48.32. Dimensional National Municipal Bond ETF has a 52 week low of $47.15 and a 52 week high of $48.87.

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.