BWM Planning LLC Has $2.12 Million Stock Holdings in Dimensional National Municipal Bond ETF $DFNM

BWM Planning LLC raised its stake in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 310.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 44,072 shares of the company’s stock after purchasing an additional 33,346 shares during the period. BWM Planning LLC owned 0.11% of Dimensional National Municipal Bond ETF worth $2,123,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the stock. Focus Partners Wealth grew its position in shares of Dimensional National Municipal Bond ETF by 22.9% in the third quarter. Focus Partners Wealth now owns 2,569,749 shares of the company’s stock valued at $123,294,000 after purchasing an additional 479,262 shares during the last quarter. Truepoint Inc. boosted its position in shares of Dimensional National Municipal Bond ETF by 8.4% in the third quarter. Truepoint Inc. now owns 2,859,809 shares of the company’s stock valued at $137,214,000 after acquiring an additional 221,963 shares during the period. AWM Capital LLC grew its stake in shares of Dimensional National Municipal Bond ETF by 38.4% in the third quarter. AWM Capital LLC now owns 653,511 shares of the company’s stock valued at $31,355,000 after acquiring an additional 181,214 shares in the last quarter. Focus Partners Advisor Solutions LLC increased its holdings in shares of Dimensional National Municipal Bond ETF by 19.6% during the third quarter. Focus Partners Advisor Solutions LLC now owns 830,728 shares of the company’s stock worth $39,861,000 after purchasing an additional 136,333 shares during the period. Finally, Sentinel Wealth Management Inc. bought a new stake in shares of Dimensional National Municipal Bond ETF in the second quarter valued at approximately $5,079,000.

Dimensional National Municipal Bond ETF Price Performance

Shares of NYSEARCA:DFNM opened at $47.82 on Friday. The business’s 50 day simple moving average is $48.50 and its 200 day simple moving average is $48.29. Dimensional National Municipal Bond ETF has a 1 year low of $46.24 and a 1 year high of $48.87.

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.