Wheelhouse Advisory Group LLC lifted its stake in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM – Free Report) by 15.0% in the second quarter, Holdings Channel.com reports. The fund owned 318,359 shares of the company’s stock after acquiring an additional 41,416 shares during the quarter. Dimensional National Municipal Bond ETF makes up approximately 4.3% of Wheelhouse Advisory Group LLC’s investment portfolio, making the stock its 11th biggest position. Wheelhouse Advisory Group LLC’s holdings in Dimensional National Municipal Bond ETF were worth $15,388,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Geneos Wealth Management Inc. increased its position in Dimensional National Municipal Bond ETF by 292.0% during the 1st 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 period. Blueline Advisors LLC bought a new position in Dimensional National Municipal Bond ETF during the 4th quarter worth approximately $114,000. Advisory Services Network LLC acquired a new position in shares of Dimensional National Municipal Bond ETF in the 3rd quarter worth approximately $146,000. Operose Advisors LLC acquired a new position in shares of Dimensional National Municipal Bond ETF in the 4th quarter worth approximately $155,000. Finally, Raymond James Financial Inc. bought a new stake in shares of Dimensional National Municipal Bond ETF in the 2nd quarter valued at $202,000.
Dimensional National Municipal Bond ETF Trading Down 0.1%
DFNM opened at $47.28 on Friday. Dimensional National Municipal Bond ETF has a twelve month low of $47.27 and a twelve month high of $48.87. The company has a fifty day moving average of $47.87 and a 200-day moving average of $48.14.
Dimensional National Municipal Bond ETF 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.
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