Allworth Financial LP Grows Stake in Dimensional National Municipal Bond ETF $DFNM

Allworth Financial LP increased its stake in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 60.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 130,352 shares of the company’s stock after acquiring an additional 49,133 shares during the period. Allworth Financial LP’s holdings in Dimensional National Municipal Bond ETF were worth $6,279,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in DFNM. Vantage Point Financial LLC raised its holdings in Dimensional National Municipal Bond ETF by 3.1% during the 4th quarter. Vantage Point Financial LLC now owns 7,135 shares of the company’s stock worth $344,000 after purchasing an additional 217 shares during the last quarter. RCS Financial Planning LLC lifted its position in Dimensional National Municipal Bond ETF by 3.5% in the 4th quarter. RCS Financial Planning LLC now owns 9,543 shares of the company’s stock valued at $460,000 after acquiring an additional 319 shares in the last quarter. Pure Financial Advisors LLC lifted its position in Dimensional National Municipal Bond ETF by 0.9% in the 4th quarter. Pure Financial Advisors LLC now owns 38,996 shares of the company’s stock valued at $1,878,000 after acquiring an additional 335 shares in the last quarter. Great Valley Advisor Group Inc. boosted its stake in Dimensional National Municipal Bond ETF by 1.1% in the 2nd 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 during the period. Finally, Aptus Capital Advisors LLC raised its position in Dimensional National Municipal Bond ETF by 5.6% in the 3rd quarter. Aptus Capital Advisors LLC now owns 7,926 shares of the company’s stock valued at $380,000 after buying an additional 422 shares during the last quarter.

Dimensional National Municipal Bond ETF Stock Performance

Shares of DFNM opened at $48.01 on Friday. Dimensional National Municipal Bond ETF has a 1-year low of $47.09 and a 1-year high of $48.87. The company’s fifty day simple moving average is $48.22 and its 200 day simple moving average is $48.32.

Dimensional National Municipal Bond ETF 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.