Dimensional National Municipal Bond ETF $DFNM Position Raised by BCO Wealth Management LLC

BCO Wealth Management LLC raised its holdings in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 20.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 102,715 shares of the company’s stock after purchasing an additional 17,682 shares during the period. Dimensional National Municipal Bond ETF accounts for about 3.0% of BCO Wealth Management LLC’s holdings, making the stock its 8th biggest position. BCO Wealth Management LLC owned 0.25% of Dimensional National Municipal Bond ETF worth $4,948,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. MAI Capital Management purchased a new position in Dimensional National Municipal Bond ETF in the 3rd quarter valued at approximately $36,000. Geneos Wealth Management Inc. boosted its holdings in shares of Dimensional National Municipal Bond ETF by 292.0% in the first quarter. Geneos Wealth Management Inc. now owns 1,223 shares of the company’s stock worth $58,000 after acquiring an additional 911 shares during the period. CWM LLC boosted its holdings in shares of Dimensional National Municipal Bond ETF by 143.7% in the third quarter. CWM LLC now owns 2,052 shares of the company’s stock worth $98,000 after acquiring an additional 1,210 shares during the period. Cary Street Partners Investment Advisory LLC grew its position in shares of Dimensional National Municipal Bond ETF by 32.1% in the third quarter. Cary Street Partners Investment Advisory LLC now owns 2,775 shares of the company’s stock valued at $133,000 after purchasing an additional 674 shares in the last quarter. Finally, Advisory Services Network LLC bought a new stake in shares of Dimensional National Municipal Bond ETF during the 3rd quarter valued at $146,000.

Dimensional National Municipal Bond ETF Stock Performance

Shares of NYSEARCA DFNM opened at $47.82 on Monday. Dimensional National Municipal Bond ETF has a 52 week low of $46.24 and a 52 week high of $48.87. The business has a 50-day simple moving average of $48.50 and a two-hundred day simple moving average of $48.30.

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.