Elevate Wealth Advisory Inc. Buys 775 Shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM)

Elevate Wealth Advisory Inc. raised its stake in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 1.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 41,285 shares of the company’s stock after buying an additional 775 shares during the quarter. Dimensional National Municipal Bond ETF comprises about 1.5% of Elevate Wealth Advisory Inc.’s investment portfolio, making the stock its 18th biggest holding. Elevate Wealth Advisory Inc. owned about 0.16% of Dimensional National Municipal Bond ETF worth $1,972,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. J.W. Cole Advisors Inc. raised its position in shares of Dimensional National Municipal Bond ETF by 3.0% in the 4th quarter. J.W. Cole Advisors Inc. now owns 8,300 shares of the company’s stock worth $396,000 after purchasing an additional 240 shares during the last quarter. Great Valley Advisor Group Inc. raised its holdings in Dimensional National Municipal Bond ETF by 0.8% in the third quarter. Great Valley Advisor Group Inc. now owns 31,311 shares of the company’s stock worth $1,520,000 after buying an additional 241 shares during the last quarter. LJI Wealth Management LLC lifted its stake in shares of Dimensional National Municipal Bond ETF by 3.4% in the fourth quarter. LJI Wealth Management LLC now owns 9,131 shares of the company’s stock worth $436,000 after buying an additional 300 shares in the last quarter. Dynamic Advisor Solutions LLC grew its holdings in shares of Dimensional National Municipal Bond ETF by 2.6% during the fourth quarter. Dynamic Advisor Solutions LLC now owns 11,942 shares of the company’s stock valued at $570,000 after buying an additional 301 shares during the last quarter. Finally, Sigma Planning Corp increased its position in shares of Dimensional National Municipal Bond ETF by 6.9% during the fourth quarter. Sigma Planning Corp now owns 5,565 shares of the company’s stock valued at $266,000 after acquiring an additional 357 shares in the last quarter.

Dimensional National Municipal Bond ETF Stock Up 0.0 %

DFNM stock opened at $47.82 on Thursday. The stock’s 50 day simple moving average is $47.93 and its 200 day simple moving average is $48.08. Dimensional National Municipal Bond ETF has a 12-month low of $47.40 and a 12-month high of $48.67.

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.