Mills Wealth Advisors LLC Trims Stake in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM)

Mills Wealth Advisors LLC lessened its holdings in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNMFree Report) by 25.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 55,371 shares of the company’s stock after selling 18,804 shares during the quarter. Dimensional National Municipal Bond ETF makes up 1.5% of Mills Wealth Advisors LLC’s portfolio, making the stock its 15th largest holding. Mills Wealth Advisors LLC owned 0.21% of Dimensional National Municipal Bond ETF worth $2,645,000 as of its most recent SEC filing.

A number of other hedge funds have also recently modified their holdings of the business. Principal Securities Inc. purchased a new position in Dimensional National Municipal Bond ETF during the fourth quarter valued at $40,000. First Horizon Advisors Inc. purchased a new position in shares of Dimensional National Municipal Bond ETF during the 3rd quarter valued at about $45,000. MilWealth Group LLC bought a new position in shares of Dimensional National Municipal Bond ETF during the 4th quarter valued at approximately $96,000. Dopkins Wealth Management LLC purchased a new stake in Dimensional National Municipal Bond ETF in the 3rd quarter worth approximately $200,000. Finally, JDH Wealth Management LLC bought a new stake in Dimensional National Municipal Bond ETF during the 4th quarter worth approximately $207,000.

Dimensional National Municipal Bond ETF Stock Down 0.0 %

Shares of NYSEARCA:DFNM opened at $48.11 on Friday. Dimensional National Municipal Bond ETF has a 1-year low of $47.40 and a 1-year high of $48.67. The firm’s 50 day simple moving average is $47.87 and its two-hundred day simple moving average is $48.11.

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

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

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