Dimensional National Municipal Bond ETF $DFNM is Porter White Investment Advisors Inc.’s 6th Largest Position

Porter White Investment Advisors Inc. increased its stake in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 57.8% in the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 156,384 shares of the company’s stock after buying an additional 57,303 shares during the period. Dimensional National Municipal Bond ETF comprises about 3.5% of Porter White Investment Advisors Inc.’s holdings, making the stock its 6th biggest position. Porter White Investment Advisors Inc. owned about 0.47% of Dimensional National Municipal Bond ETF worth $7,417,000 as of its most recent filing with the SEC.

A number of other large investors have also added to or reduced their stakes in DFNM. Sterling Wealth Advisors Inc increased its stake in shares of Dimensional National Municipal Bond ETF by 3.2% in the second quarter. Sterling Wealth Advisors Inc now owns 18,086 shares of the company’s stock worth $858,000 after purchasing an additional 564 shares in the last quarter. XY Planning Network Inc. grew its stake in Dimensional National Municipal Bond ETF by 74.5% in the 2nd quarter. XY Planning Network Inc. now owns 17,674 shares of the company’s stock worth $838,000 after buying an additional 7,544 shares in the last quarter. Signature Resources Capital Management LLC grew its stake in Dimensional National Municipal Bond ETF by 3,762.9% in the 2nd quarter. Signature Resources Capital Management LLC now owns 23,448 shares of the company’s stock worth $1,112,000 after buying an additional 22,841 shares in the last quarter. Meredith Wealth Planning grew its stake in Dimensional National Municipal Bond ETF by 19.8% in the 2nd quarter. Meredith Wealth Planning now owns 7,775 shares of the company’s stock worth $369,000 after buying an additional 1,285 shares in the last quarter. Finally, Plancorp LLC grew its stake in Dimensional National Municipal Bond ETF by 158.6% in the 2nd quarter. Plancorp LLC now owns 164,192 shares of the company’s stock worth $7,788,000 after buying an additional 100,705 shares in the last quarter.

Dimensional National Municipal Bond ETF Price Performance

DFNM stock opened at $47.94 on Friday. Dimensional National Municipal Bond ETF has a one year low of $46.24 and a one year high of $48.67. The firm has a 50 day simple moving average of $47.58 and a two-hundred day simple moving average of $47.42.

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.