Vested Financial Planning LLC Takes Position in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM)

Vested Financial Planning LLC bought a new stake in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund bought 186,803 shares of the company’s stock, valued at approximately $8,924,000. Dimensional National Municipal Bond ETF accounts for approximately 8.5% of Vested Financial Planning LLC’s portfolio, making the stock its 4th largest holding. Vested Financial Planning LLC owned 0.72% of Dimensional National Municipal Bond ETF at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of DFNM. RAM Investment Partners LLC increased its stake in Dimensional National Municipal Bond ETF by 9.2% in the fourth quarter. RAM Investment Partners LLC now owns 404,211 shares of the company’s stock valued at $19,309,000 after purchasing an additional 34,212 shares in the last quarter. LJI Wealth Management LLC grew its stake in shares of Dimensional National Municipal Bond ETF by 3.4% in the 4th quarter. LJI Wealth Management LLC now owns 9,131 shares of the company’s stock valued at $436,000 after buying an additional 300 shares during the period. Aurelius Family Office LLC bought a new stake in Dimensional National Municipal Bond ETF in the 4th quarter valued at about $2,871,000. Sterling Wealth Advisors Inc bought a new position in Dimensional National Municipal Bond ETF in the fourth quarter worth approximately $857,000. Finally, Quarry Hill Advisors LLC grew its stake in Dimensional National Municipal Bond ETF by 13.3% in the fourth quarter. Quarry Hill Advisors LLC now owns 30,935 shares of the company’s stock valued at $1,478,000 after acquiring an additional 3,642 shares during the period.

Dimensional National Municipal Bond ETF Stock Performance

NYSEARCA DFNM opened at $48.06 on Monday. Dimensional National Municipal Bond ETF has a 52 week low of $47.40 and a 52 week high of $48.67. The business has a 50 day moving average price of $47.93 and a 200-day moving average price of $48.13.

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.