Dopkins Wealth Management LLC Increases Stock Holdings in Dimensional National Municipal Bond ETF $DFNM

Dopkins Wealth Management LLC lifted its holdings in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 31.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 219,344 shares of the company’s stock after buying an additional 51,859 shares during the quarter. Dimensional National Municipal Bond ETF makes up about 4.3% of Dopkins Wealth Management LLC’s holdings, making the stock its 5th biggest holding. Dopkins Wealth Management LLC owned 0.54% of Dimensional National Municipal Bond ETF worth $10,566,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Friday Financial boosted its stake in Dimensional National Municipal Bond ETF by 3.3% during the fourth quarter. Friday Financial now owns 15,182 shares of the company’s stock worth $731,000 after acquiring an additional 481 shares in the last quarter. Aurelius Family Office LLC boosted its position in shares of Dimensional National Municipal Bond ETF by 0.8% in the 4th quarter. Aurelius Family Office LLC now owns 69,393 shares of the company’s stock worth $3,347,000 after purchasing an additional 524 shares in the last quarter. Graves Light Lenhart Wealth Inc. boosted its position in shares of Dimensional National Municipal Bond ETF by 32.0% in the 4th quarter. Graves Light Lenhart Wealth Inc. now owns 361,930 shares of the company’s stock worth $17,434,000 after purchasing an additional 87,639 shares in the last quarter. Collective Family Office LLC grew its stake in shares of Dimensional National Municipal Bond ETF by 0.4% in the 4th quarter. Collective Family Office LLC now owns 119,354 shares of the company’s stock worth $5,749,000 after buying an additional 458 shares during the last quarter. Finally, Great Oak Capital Partners LLC increased its position in Dimensional National Municipal Bond ETF by 1.3% during the 4th quarter. Great Oak Capital Partners LLC now owns 36,264 shares of the company’s stock valued at $1,747,000 after buying an additional 453 shares in the last quarter.

Dimensional National Municipal Bond ETF Trading Up 0.2%

Shares of NYSEARCA:DFNM opened at $48.14 on Tuesday. The stock has a fifty day simple moving average of $48.56 and a two-hundred day simple moving average of $48.30. Dimensional National Municipal Bond ETF has a 12-month low of $46.24 and a 12-month 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.