Platform Wealth Management LLC Takes $1.38 Million Position in Dimensional National Municipal Bond ETF $DFNM

Platform Wealth Management LLC acquired a new stake in Dimensional National Municipal Bond ETF (NYSEARCA:DFNMFree Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 28,589 shares of the company’s stock, valued at approximately $1,377,000. Platform Wealth Management LLC owned approximately 0.07% of Dimensional National Municipal Bond ETF as of its most recent filing with the SEC.

Other institutional investors also recently made changes to their positions in the company. MAI Capital Management purchased a new stake in shares of Dimensional National Municipal Bond ETF in the 3rd quarter valued at $36,000. Geneos Wealth Management Inc. lifted its position in Dimensional National Municipal Bond ETF by 292.0% in the first quarter. Geneos Wealth Management Inc. now owns 1,223 shares of the company’s stock valued at $58,000 after purchasing an additional 911 shares during the last quarter. Blueline Advisors LLC bought a new stake in Dimensional National Municipal Bond ETF in the fourth quarter valued at approximately $114,000. Cary Street Partners Investment Advisory LLC lifted its position in Dimensional National Municipal Bond ETF by 32.1% in the third quarter. Cary Street Partners Investment Advisory LLC now owns 2,775 shares of the company’s stock valued at $133,000 after purchasing an additional 674 shares during the last quarter. Finally, Advisory Services Network LLC bought a new stake in Dimensional National Municipal Bond ETF in the third quarter valued at approximately $146,000.

Dimensional National Municipal Bond ETF Stock Up 0.0%

Shares of NYSEARCA DFNM opened at $48.30 on Thursday. Dimensional National Municipal Bond ETF has a 52 week low of $47.15 and a 52 week high of $48.87. The firm’s fifty day moving average is $48.14 and its 200 day moving average is $48.31.

About Dimensional National Municipal Bond ETF

(Free Report)

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.

Further Reading

Institutional Ownership by Quarter for Dimensional National Municipal Bond ETF (NYSEARCA:DFNM)

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