Dimensional National Municipal Bond ETF $DFNM Shares Sold by CogentBlue Wealth Advisors LLC

CogentBlue Wealth Advisors LLC trimmed its holdings in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 28.2% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 22,765 shares of the company’s stock after selling 8,927 shares during the quarter. Dimensional National Municipal Bond ETF makes up approximately 0.8% of CogentBlue Wealth Advisors LLC’s investment portfolio, making the stock its 24th largest position. CogentBlue Wealth Advisors LLC owned approximately 0.07% of Dimensional National Municipal Bond ETF worth $1,080,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in DFNM. Truepoint Inc. increased its position in shares of Dimensional National Municipal Bond ETF by 1.3% during the first quarter. Truepoint Inc. now owns 2,735,267 shares of the company’s stock worth $130,117,000 after purchasing an additional 35,169 shares in the last quarter. Focus Partners Wealth grew its holdings in shares of Dimensional National Municipal Bond ETF by 3.8% during the 1st quarter. Focus Partners Wealth now owns 2,001,930 shares of the company’s stock worth $95,232,000 after purchasing an additional 73,017 shares during the period. Foster Group Inc. grew its holdings in shares of Dimensional National Municipal Bond ETF by 36.1% during the 2nd quarter. Foster Group Inc. now owns 1,503,402 shares of the company’s stock worth $71,306,000 after purchasing an additional 399,029 shares during the period. Focus Partners Advisor Solutions LLC lifted its stake in Dimensional National Municipal Bond ETF by 63.9% during the 1st quarter. Focus Partners Advisor Solutions LLC now owns 767,754 shares of the company’s stock worth $36,522,000 after acquiring an additional 299,407 shares in the last quarter. Finally, Sequoia Financial Advisors LLC lifted its stake in Dimensional National Municipal Bond ETF by 21.4% during the 1st quarter. Sequoia Financial Advisors LLC now owns 744,689 shares of the company’s stock worth $35,425,000 after acquiring an additional 131,172 shares in the last quarter.

Dimensional National Municipal Bond ETF Price Performance

DFNM opened at $47.94 on Friday. The stock’s 50-day moving average price is $47.58 and its 200 day moving average price is $47.42. Dimensional National Municipal Bond ETF has a 12-month low of $46.24 and a 12-month high of $48.67.

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.