Wheelhouse Advisory Group LLC Raises Holdings in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM)

Wheelhouse Advisory Group LLC raised its position in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 180.6% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 41,060 shares of the company’s stock after purchasing an additional 26,429 shares during the period. Dimensional National Municipal Bond ETF accounts for approximately 1.2% of Wheelhouse Advisory Group LLC’s portfolio, making the stock its 13th biggest holding. Wheelhouse Advisory Group LLC’s holdings in Dimensional National Municipal Bond ETF were worth $1,961,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Pure Financial Advisors LLC raised its holdings in shares of Dimensional National Municipal Bond ETF by 1.1% during the 3rd quarter. Pure Financial Advisors LLC now owns 19,337 shares of the company’s stock worth $939,000 after acquiring an additional 219 shares during the period. Great Valley Advisor Group Inc. raised its stake in Dimensional National Municipal Bond ETF by 0.8% during the third quarter. Great Valley Advisor Group Inc. now owns 31,311 shares of the company’s stock worth $1,520,000 after purchasing an additional 241 shares during the period. Landmark Wealth Management LLC boosted its holdings in Dimensional National Municipal Bond ETF by 0.5% in the 3rd quarter. Landmark Wealth Management LLC now owns 46,324 shares of the company’s stock valued at $2,249,000 after purchasing an additional 253 shares during the last quarter. RCS Financial Planning LLC grew its stake in shares of Dimensional National Municipal Bond ETF by 5.0% in the 3rd quarter. RCS Financial Planning LLC now owns 8,651 shares of the company’s stock valued at $420,000 after buying an additional 409 shares during the period. Finally, Breakwater Capital Group increased its holdings in shares of Dimensional National Municipal Bond ETF by 11.1% during the 4th quarter. Breakwater Capital Group now owns 5,197 shares of the company’s stock worth $248,000 after buying an additional 519 shares during the last quarter.

Dimensional National Municipal Bond ETF Stock Up 0.0 %

DFNM stock opened at $47.77 on Friday. Dimensional National Municipal Bond ETF has a one year low of $47.40 and a one year high of $48.67. The firm’s 50 day moving average price is $47.96 and its 200-day moving average price is $48.13.

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.