West Financial Advisors LLC Grows Stock Position in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM)

West Financial Advisors LLC lifted its position in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 0.9% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 167,996 shares of the company’s stock after acquiring an additional 1,441 shares during the quarter. Dimensional National Municipal Bond ETF makes up 1.7% of West Financial Advisors LLC’s investment portfolio, making the stock its 15th largest position. West Financial Advisors LLC’s holdings in Dimensional National Municipal Bond ETF were worth $8,079,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the company. Apella Capital LLC increased its stake in shares of Dimensional National Municipal Bond ETF by 38.9% in the fourth quarter. Apella Capital LLC now owns 259,002 shares of the company’s stock worth $12,551,000 after purchasing an additional 72,503 shares in the last quarter. Phillips Financial Management LLC lifted its stake in Dimensional National Municipal Bond ETF by 13.0% in the 4th quarter. Phillips Financial Management LLC now owns 57,773 shares of the company’s stock worth $2,803,000 after purchasing an additional 6,642 shares in the last quarter. White Wing Wealth Management bought a new position in Dimensional National Municipal Bond ETF in the 4th quarter worth about $840,000. Safeguard Investment Advisory Group LLC lifted its position in Dimensional National Municipal Bond ETF by 9.2% during the fourth quarter. Safeguard Investment Advisory Group LLC now owns 19,320 shares of the company’s stock valued at $937,000 after purchasing an additional 1,633 shares during the last quarter. Finally, Commonwealth Equity Services LLC raised its position in shares of Dimensional National Municipal Bond ETF by 9.2% during the 4th quarter. Commonwealth Equity Services LLC now owns 555,237 shares of the company’s stock valued at $26,935,000 after buying an additional 46,826 shares in the last quarter.

Dimensional National Municipal Bond ETF Trading Up 0.1 %

DFNM stock traded up $0.03 during mid-day trading on Friday, hitting $47.88. 93,809 shares of the stock were exchanged, compared to its average volume of 92,706. The business has a fifty day moving average price of $47.75 and a 200 day moving average price of $48.07. Dimensional National Municipal Bond ETF has a 12 month low of $46.10 and a 12 month high of $48.59.

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.