Wheelhouse Advisory Group LLC Increases Stock Position in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM)

Wheelhouse Advisory Group LLC increased its holdings in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 180.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 41,060 shares of the company’s stock after purchasing an additional 26,429 shares during the period. Dimensional National Municipal Bond ETF makes up about 1.2% of Wheelhouse Advisory Group LLC’s investment portfolio, making the stock its 13th largest position. Wheelhouse Advisory Group LLC owned about 0.16% of Dimensional National Municipal Bond ETF worth $1,961,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the stock. First Horizon Advisors Inc. bought a new position in shares of Dimensional National Municipal Bond ETF during the 3rd quarter worth $45,000. Dopkins Wealth Management LLC purchased a new position in shares of Dimensional National Municipal Bond ETF in the 3rd quarter valued at $200,000. B.O.S.S. Retirement Advisors LLC bought a new position in shares of Dimensional National Municipal Bond ETF in the 3rd quarter worth $219,000. Farther Finance Advisors LLC purchased a new stake in shares of Dimensional National Municipal Bond ETF during the 3rd quarter worth $240,000. Finally, Breakwater Capital Group boosted its position in Dimensional National Municipal Bond ETF by 11.1% during the fourth quarter. Breakwater Capital Group now owns 5,197 shares of the company’s stock valued at $248,000 after purchasing an additional 519 shares in the last quarter.

Dimensional National Municipal Bond ETF Trading Up 0.0 %

Shares of DFNM opened at $47.77 on Friday. Dimensional National Municipal Bond ETF has a 12 month low of $47.40 and a 12 month high of $48.67. The stock has a fifty day moving average price of $47.96 and a 200-day moving average price of $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.