Dimensional National Municipal Bond ETF $DFNM Stock Holdings Increased by XY Planning Network Inc.

XY Planning Network Inc. lifted its stake in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 73.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 30,636 shares of the company’s stock after purchasing an additional 12,962 shares during the quarter. XY Planning Network Inc. owned 0.08% of Dimensional National Municipal Bond ETF worth $1,476,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also made changes to their positions in the stock. Pure Financial Advisors LLC lifted its position in shares of Dimensional National Municipal Bond ETF by 0.8% in the third quarter. Pure Financial Advisors LLC now owns 38,661 shares of the company’s stock worth $1,855,000 after purchasing an additional 310 shares in the last quarter. RCS Financial Planning LLC lifted its position in shares of Dimensional National Municipal Bond ETF by 3.5% in the fourth quarter. RCS Financial Planning LLC now owns 9,543 shares of the company’s stock worth $460,000 after purchasing an additional 319 shares in the last quarter. Sterling Wealth Advisors Inc lifted its position in shares of Dimensional National Municipal Bond ETF by 2.1% in the third quarter. Sterling Wealth Advisors Inc now owns 18,461 shares of the company’s stock worth $891,000 after purchasing an additional 375 shares in the last quarter. Great Valley Advisor Group Inc. lifted its position in shares of Dimensional National Municipal Bond ETF by 1.1% in the second quarter. Great Valley Advisor Group Inc. now owns 33,685 shares of the company’s stock worth $1,598,000 after purchasing an additional 376 shares in the last quarter. Finally, Aptus Capital Advisors LLC lifted its position in shares of Dimensional National Municipal Bond ETF by 5.6% in the third quarter. Aptus Capital Advisors LLC now owns 7,926 shares of the company’s stock worth $380,000 after purchasing an additional 422 shares in the last quarter.

Dimensional National Municipal Bond ETF Price Performance

NYSEARCA DFNM opened at $48.29 on Thursday. The company has a 50 day simple moving average of $48.41 and a 200-day simple moving average of $48.30. Dimensional National Municipal Bond ETF has a 52-week low of $46.74 and a 52-week high of $48.87.

About Dimensional National Municipal Bond ETF

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.