Brady Martz Wealth Solutions LLC Boosts Stake in Dimensional National Municipal Bond ETF $DFNM

Brady Martz Wealth Solutions LLC boosted its position in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 24.4% in the first quarter, Holdings Channel.com reports. The institutional investor owned 247,711 shares of the company’s stock after acquiring an additional 48,572 shares during the period. Dimensional National Municipal Bond ETF comprises approximately 2.0% of Brady Martz Wealth Solutions LLC’s investment portfolio, making the stock its 13th biggest holding. Brady Martz Wealth Solutions LLC’s holdings in Dimensional National Municipal Bond ETF were worth $11,873,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in the company. Vantage Point Financial LLC increased its stake in Dimensional National Municipal Bond ETF by 3.1% in the 4th quarter. Vantage Point Financial LLC now owns 7,135 shares of the company’s stock worth $344,000 after acquiring an additional 217 shares during the last quarter. Verus Capital Partners LLC raised its holdings in shares of Dimensional National Municipal Bond ETF by 2.2% during the 4th quarter. Verus Capital Partners LLC now owns 10,295 shares of the company’s stock worth $496,000 after acquiring an additional 221 shares in the last quarter. Financial Engines Advisors L.L.C. boosted its position in shares of Dimensional National Municipal Bond ETF by 0.5% during the 4th quarter. Financial Engines Advisors L.L.C. now owns 48,400 shares of the company’s stock valued at $2,331,000 after acquiring an additional 226 shares during the last quarter. RCS Financial Planning LLC boosted its position in shares of Dimensional National Municipal Bond ETF by 3.5% during the 4th quarter. RCS Financial Planning LLC now owns 9,543 shares of the company’s stock valued at $460,000 after acquiring an additional 319 shares during the last quarter. Finally, Colonial Trust Co SC boosted its position in shares of Dimensional National Municipal Bond ETF by 5.5% during the 4th quarter. Colonial Trust Co SC now owns 6,152 shares of the company’s stock valued at $296,000 after acquiring an additional 321 shares during the last quarter.

Dimensional National Municipal Bond ETF Price Performance

DFNM stock opened at $48.38 on Friday. The firm has a fifty day moving average price of $48.23 and a 200 day moving average price of $48.31. Dimensional National Municipal Bond ETF has a fifty-two week low of $47.15 and a fifty-two week 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.