Wheelhouse Advisory Group LLC Buys 50,119 Shares of Dimensional National Municipal Bond ETF $DFNM

Wheelhouse Advisory Group LLC boosted its stake in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 22.1% during the 1st quarter, Holdings Channel reports. The firm owned 276,943 shares of the company’s stock after buying an additional 50,119 shares during the quarter. Dimensional National Municipal Bond ETF makes up about 4.4% of Wheelhouse Advisory Group LLC’s holdings, making the stock its 11th biggest position. Wheelhouse Advisory Group LLC’s holdings in Dimensional National Municipal Bond ETF were worth $13,274,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Allworth Financial LP increased its stake in Dimensional National Municipal Bond ETF by 32.2% in the 3rd quarter. Allworth Financial LP now owns 81,219 shares of the company’s stock worth $3,897,000 after acquiring an additional 19,795 shares during the last quarter. 25 LLC boosted its position in shares of Dimensional National Municipal Bond ETF by 214.7% during the 4th quarter. 25 LLC now owns 202,601 shares of the company’s stock valued at $9,759,000 after acquiring an additional 138,229 shares during the last quarter. Vested Financial Planning LLC boosted its position in shares of Dimensional National Municipal Bond ETF by 5.6% during the 4th quarter. Vested Financial Planning LLC now owns 204,324 shares of the company’s stock valued at $9,842,000 after acquiring an additional 10,800 shares during the last quarter. Aspiriant LLC grew its holdings in shares of Dimensional National Municipal Bond ETF by 9.0% in the fourth quarter. Aspiriant LLC now owns 400,076 shares of the company’s stock valued at $19,272,000 after purchasing an additional 33,027 shares in the last quarter. Finally, Warburton Capital Management LLC grew its holdings in shares of Dimensional National Municipal Bond ETF by 89.3% in the fourth quarter. Warburton Capital Management LLC now owns 43,055 shares of the company’s stock valued at $2,073,000 after purchasing an additional 20,314 shares in the last quarter.

Dimensional National Municipal Bond ETF Stock Performance

Shares of DFNM opened at $48.33 on Wednesday. The company’s fifty day moving average is $48.22 and its 200 day moving average is $48.32. Dimensional National Municipal Bond ETF has a fifty-two week low of $47.15 and a fifty-two week high of $48.87.

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.