Dopkins Wealth Management LLC Purchases 20,573 Shares of Dimensional National Municipal Bond ETF $DFNM

Dopkins Wealth Management LLC grew its position in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 9.4% in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 239,917 shares of the company’s stock after buying an additional 20,573 shares during the quarter. Dimensional National Municipal Bond ETF accounts for 4.6% of Dopkins Wealth Management LLC’s investment portfolio, making the stock its 5th largest holding. Dopkins Wealth Management LLC’s holdings in Dimensional National Municipal Bond ETF were worth $11,499,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. MAI Capital Management purchased a new stake in shares of Dimensional National Municipal Bond ETF in the third quarter valued at about $36,000. Geneos Wealth Management Inc. raised its holdings in Dimensional National Municipal Bond ETF by 292.0% during the first quarter. Geneos Wealth Management Inc. now owns 1,223 shares of the company’s stock worth $58,000 after purchasing an additional 911 shares in the last quarter. Blueline Advisors LLC purchased a new position in Dimensional National Municipal Bond ETF during the fourth quarter worth about $114,000. Cary Street Partners Investment Advisory LLC lifted its position in 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 during the period. Finally, Advisory Services Network LLC acquired a new stake in Dimensional National Municipal Bond ETF in the third quarter valued at about $146,000.

Dimensional National Municipal Bond ETF Stock Up 0.1%

Shares of DFNM opened at $48.26 on Thursday. Dimensional National Municipal Bond ETF has a twelve month low of $47.15 and a twelve month high of $48.87. The stock’s 50 day moving average is $48.23 and its two-hundred day moving average is $48.32.

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.