27,000 Shares in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) Acquired by CogentBlue Wealth Advisors LLC

CogentBlue Wealth Advisors LLC acquired a new stake in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 27,000 shares of the company’s stock, valued at approximately $1,290,000. Dimensional National Municipal Bond ETF comprises about 1.1% of CogentBlue Wealth Advisors LLC’s portfolio, making the stock its 22nd biggest holding. CogentBlue Wealth Advisors LLC owned 0.10% of Dimensional National Municipal Bond ETF at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in DFNM. Park Avenue Securities LLC lifted its holdings in shares of Dimensional National Municipal Bond ETF by 2.4% in the fourth quarter. Park Avenue Securities LLC now owns 40,159 shares of the company’s stock worth $1,918,000 after acquiring an additional 958 shares during the last quarter. Stifel Financial Corp increased its position in Dimensional National Municipal Bond ETF by 3.3% during the 3rd quarter. Stifel Financial Corp now owns 100,881 shares of the company’s stock worth $4,897,000 after purchasing an additional 3,245 shares in the last quarter. Citrine Capital LLC bought a new position in Dimensional National Municipal Bond ETF in the 4th quarter valued at approximately $2,468,000. Verus Financial Partners Inc. boosted its position in Dimensional National Municipal Bond ETF by 1.8% in the third quarter. Verus Financial Partners Inc. now owns 79,414 shares of the company’s stock valued at $3,858,000 after buying an additional 1,417 shares in the last quarter. Finally, Jane Street Group LLC bought a new stake in shares of Dimensional National Municipal Bond ETF during the third quarter worth $1,147,000.

Dimensional National Municipal Bond ETF Trading Down 0.1 %

Shares of NYSEARCA:DFNM opened at $47.90 on Thursday. Dimensional National Municipal Bond ETF has a 52-week low of $47.40 and a 52-week high of $48.67. The company has a fifty day moving average of $47.86 and a 200-day moving average of $48.12.

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.