Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) Stock Position Raised by Helen Stephens Group LLC

Helen Stephens Group LLC increased its holdings in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 3.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 40,496 shares of the company’s stock after buying an additional 1,334 shares during the quarter. Dimensional National Municipal Bond ETF accounts for approximately 0.6% of Helen Stephens Group LLC’s holdings, making the stock its 26th biggest position. Helen Stephens Group LLC owned approximately 0.16% of Dimensional National Municipal Bond ETF worth $1,934,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. 25 LLC boosted its position in Dimensional National Municipal Bond ETF by 162.2% during the 4th quarter. 25 LLC now owns 40,741 shares of the company’s stock worth $1,946,000 after acquiring an additional 25,202 shares during the period. Apella Capital LLC raised its stake in shares of Dimensional National Municipal Bond ETF by 17.4% during the 4th quarter. Apella Capital LLC now owns 552,649 shares of the company’s stock worth $26,400,000 after purchasing an additional 82,046 shares in the last quarter. Park Avenue Securities LLC grew its stake in shares of Dimensional National Municipal Bond ETF by 2.4% in the 4th quarter. Park Avenue Securities LLC now owns 40,159 shares of the company’s stock valued at $1,918,000 after buying an additional 958 shares in the last quarter. Breakwater Capital Group increased its holdings in Dimensional National Municipal Bond ETF by 11.1% in the fourth quarter. Breakwater Capital Group now owns 5,197 shares of the company’s stock worth $248,000 after buying an additional 519 shares during the last quarter. Finally, Graves Light Lenhart Wealth Inc. raised its position in Dimensional National Municipal Bond ETF by 5.5% during the fourth quarter. Graves Light Lenhart Wealth Inc. now owns 233,305 shares of the company’s stock valued at $11,145,000 after acquiring an additional 12,266 shares in the last quarter.

Dimensional National Municipal Bond ETF Stock Performance

Shares of DFNM opened at $47.77 on Friday. Dimensional National Municipal Bond ETF has a 12 month low of $47.40 and a 12 month high of $48.67. The company’s fifty day moving average is $47.98 and its 200-day moving average is $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.