Guardian Wealth Management LLC Has $8.96 Million Holdings in Dimensional National Municipal Bond ETF $DFNM

Guardian Wealth Management LLC lifted its position in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 25.9% in the first quarter, Holdings Channel.com reports. The institutional investor owned 186,884 shares of the company’s stock after buying an additional 38,488 shares during the period. Dimensional National Municipal Bond ETF makes up about 2.7% of Guardian Wealth Management LLC’s portfolio, making the stock its 15th largest position. Guardian Wealth Management LLC’s holdings in Dimensional National Municipal Bond ETF were worth $8,957,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of DFNM. Focus Partners Wealth lifted its position in Dimensional National Municipal Bond ETF by 42.5% in the 4th quarter. Focus Partners Wealth now owns 3,662,918 shares of the company’s stock valued at $176,443,000 after acquiring an additional 1,093,169 shares in the last quarter. Truepoint Inc. lifted its holdings in shares of Dimensional National Municipal Bond ETF by 4.0% in the fourth quarter. Truepoint Inc. now owns 2,974,080 shares of the company’s stock valued at $143,261,000 after purchasing an additional 114,271 shares in the last quarter. Symmetry Partners LLC bought a new stake in shares of Dimensional National Municipal Bond ETF in the fourth quarter valued at about $63,911,000. Apella Capital LLC lifted its holdings in shares of Dimensional National Municipal Bond ETF by 93.6% in the first quarter. Apella Capital LLC now owns 1,320,176 shares of the company’s stock valued at $63,897,000 after purchasing an additional 638,280 shares in the last quarter. Finally, GeoWealth Management LLC boosted its position in shares of Dimensional National Municipal Bond ETF by 2.1% during the fourth quarter. GeoWealth Management LLC now owns 882,985 shares of the company’s stock worth $42,533,000 after buying an additional 18,481 shares during the period.

Dimensional National Municipal Bond ETF Stock Performance

NYSEARCA:DFNM opened at $48.30 on Monday. Dimensional National Municipal Bond ETF has a 52-week low of $47.15 and a 52-week high of $48.87. The stock has a 50-day simple moving average of $48.23 and a 200 day simple moving average of $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.