Corient Private Wealth LLC Boosts Stake in Dimensional National Municipal Bond ETF $DFNM

Corient Private Wealth LLC raised its stake in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 49.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 86,545 shares of the company’s stock after buying an additional 28,728 shares during the quarter. Corient Private Wealth LLC owned about 0.21% of Dimensional National Municipal Bond ETF worth $4,169,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Focus Partners Wealth lifted its stake in shares of Dimensional National Municipal Bond ETF by 42.5% during the 4th quarter. Focus Partners Wealth now owns 3,662,918 shares of the company’s stock worth $176,443,000 after purchasing an additional 1,093,169 shares during the period. Truepoint Inc. lifted its holdings in shares of Dimensional National Municipal Bond ETF by 4.0% during the 4th quarter. Truepoint Inc. now owns 2,974,080 shares of the company’s stock worth $143,261,000 after acquiring an additional 114,271 shares during the period. Symmetry Partners LLC acquired a new stake in shares of Dimensional National Municipal Bond ETF in the fourth quarter worth approximately $63,911,000. GeoWealth Management LLC boosted its position in shares of Dimensional National Municipal Bond ETF by 2.1% in the fourth quarter. GeoWealth Management LLC now owns 882,985 shares of the company’s stock worth $42,533,000 after acquiring an additional 18,481 shares during the last quarter. Finally, Sequoia Financial Advisors LLC grew its holdings in Dimensional National Municipal Bond ETF by 3.9% in the fourth quarter. Sequoia Financial Advisors LLC now owns 849,872 shares of the company’s stock valued at $40,938,000 after purchasing an additional 32,051 shares during the period.

Dimensional National Municipal Bond ETF Stock Performance

Dimensional National Municipal Bond ETF stock opened at $48.30 on Friday. Dimensional National Municipal Bond ETF has a 1 year low of $47.15 and a 1 year high of $48.87. The firm has a 50 day moving average price of $48.23 and a 200 day moving average price of $48.32.

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.