Brady Martz Wealth Solutions LLC Has $9.59 Million Stock Holdings in Dimensional National Municipal Bond ETF $DFNM

Brady Martz Wealth Solutions LLC increased its holdings in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 15.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 199,139 shares of the company’s stock after buying an additional 26,317 shares during the quarter. Dimensional National Municipal Bond ETF accounts for approximately 1.7% of Brady Martz Wealth Solutions LLC’s holdings, making the stock its 17th biggest position. Brady Martz Wealth Solutions LLC owned approximately 0.49% of Dimensional National Municipal Bond ETF worth $9,593,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. MAI Capital Management acquired a new stake in Dimensional National Municipal Bond ETF during the 3rd quarter worth about $36,000. Geneos Wealth Management Inc. increased its holdings in shares of Dimensional National Municipal Bond ETF by 292.0% in the 1st quarter. Geneos Wealth Management Inc. now owns 1,223 shares of the company’s stock valued at $58,000 after purchasing an additional 911 shares during the period. CWM LLC increased its holdings in shares of Dimensional National Municipal Bond ETF by 143.7% in the 3rd quarter. CWM LLC now owns 2,052 shares of the company’s stock valued at $98,000 after purchasing an additional 1,210 shares during the period. Cary Street Partners Investment Advisory LLC lifted 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 worth $133,000 after purchasing an additional 674 shares in the last quarter. Finally, Advisory Services Network LLC purchased a new stake in shares of Dimensional National Municipal Bond ETF in the third quarter worth approximately $146,000.

Dimensional National Municipal Bond ETF Stock Performance

DFNM stock opened at $47.93 on Wednesday. The firm has a 50 day simple moving average of $48.48 and a 200 day simple moving average of $48.30. Dimensional National Municipal Bond ETF has a 52 week low of $46.24 and a 52 week 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.