MB Generational Wealth LLC Buys 16,127 Shares of Dimensional National Municipal Bond ETF $DFNM

MB Generational Wealth LLC boosted its stake in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 39.7% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 56,793 shares of the company’s stock after buying an additional 16,127 shares during the period. Dimensional National Municipal Bond ETF makes up approximately 1.5% of MB Generational Wealth LLC’s holdings, making the stock its 15th largest holding. MB Generational Wealth LLC’s holdings in Dimensional National Municipal Bond ETF were worth $2,722,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of DFNM. Geneos Wealth Management Inc. boosted its stake 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 buying an additional 911 shares during the period. Blueline Advisors LLC purchased a new stake in shares of Dimensional National Municipal Bond ETF in the fourth quarter valued at $114,000. Advisory Services Network LLC purchased a new stake in shares of Dimensional National Municipal Bond ETF in the third quarter valued at $146,000. Operose Advisors LLC purchased a new stake in shares of Dimensional National Municipal Bond ETF in the fourth quarter valued at $155,000. Finally, Raymond James Financial Inc. bought a new stake in shares of Dimensional National Municipal Bond ETF in the 2nd quarter worth about $202,000.

Dimensional National Municipal Bond ETF Stock Up 0.0%

DFNM stock opened at $48.22 on Wednesday. Dimensional National Municipal Bond ETF has a 12 month low of $47.15 and a 12 month high of $48.87. The company has a 50-day moving average price of $48.22 and a 200 day moving average price of $48.33.

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.