Dimensional National Municipal Bond ETF $DFNM Shares Sold by Wheels Up Wealth Inc.

Wheels Up Wealth Inc. reduced its stake in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 32.4% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 22,234 shares of the company’s stock after selling 10,662 shares during the quarter. Dimensional National Municipal Bond ETF comprises about 0.9% of Wheels Up Wealth Inc.’s portfolio, making the stock its 15th largest holding. Wheels Up Wealth Inc.’s holdings in Dimensional National Municipal Bond ETF were worth $1,023,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently bought and sold shares of DFNM. Andrews Lucia Wealth Management LLC acquired a new position in Dimensional National Municipal Bond ETF during the 2nd quarter valued at approximately $521,000. Aerodigm Wealth LLC lifted its stake in shares of Dimensional National Municipal Bond ETF by 23.4% during the third quarter. Aerodigm Wealth LLC now owns 68,931 shares of the company’s stock worth $3,173,000 after buying an additional 13,079 shares during the period. 55 North Private Wealth LLC lifted its stake in shares of Dimensional National Municipal Bond ETF by 78.4% during the second quarter. 55 North Private Wealth LLC now owns 211,718 shares of the company’s stock worth $10,233,000 after buying an additional 93,013 shares during the period. Evanson Financial LLC acquired a new stake in shares of Dimensional National Municipal Bond ETF during the second quarter worth $1,694,000. Finally, Kestra Advisory Services LLC grew its holdings in shares of Dimensional National Municipal Bond ETF by 63.3% during the first quarter. Kestra Advisory Services LLC now owns 47,736 shares of the company’s stock valued at $2,288,000 after buying an additional 18,501 shares during the last quarter.

Dimensional National Municipal Bond ETF Price Performance

Shares of DFNM opened at $47.08 on Thursday. The company’s fifty day moving average price is $46.80 and its 200-day moving average price is $47.89. Dimensional National Municipal Bond ETF has a 1-year low of $45.70 and a 1-year high of $48.87.

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.